Senior Technical Operations Lead - SMA & Automation

SEI Corporation; Pennsylvania; Hybrid; USD 95,000 - 130,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Tuition reimbursement

Paid time off

Parental leave

Job summary

SEI Corporation is expanding its Investment Manager Services division and seeking an experienced professional to lead technical processes across managed accounts and related operations. You will work with trading, client service, and portfolio administration teams to design efficient procedures and resolve issues quickly.

The role emphasizes strong communication, coordination with multiple groups, and ongoing documentation of processes.

Qualifications

• BS/BA degree in computer science, accounting, finance, business or related field, or the equivalent in education and work experience.
• Minimum of 8 years of experience identifying and building efficient solutions, preferably in an investment environment.
• Proficiency with Microsoft Power Platform (Automate, Dataverse), SharePoint, Python, SQL, VBA.
• Detail oriented and a strong team player.
• Flexible and adaptable to various product deliverables and deadlines.
• Excellent interpersonal and customer service skills and strong written communication.

Responsibilities

• Act as the primary point of contact for all technical processes, ensuring seamless communication and issue resolution.
• Represent SEI professionally while confidently demonstrating command and knowledge when interacting with external clients and vendors.
• Monitor and verify that all established processes function effectively, addressing issues promptly.
• Collaborate closely with SMA operations teams, maintaining professional and precise communication via email and in person.
• Support the development and documentation of technical processes and controls, contributing to process improvements and enhancements.

Tools

Power Platform

SharePoint

Python

SQL

VBA

Alteryx

Jira

Confluence

Job description

SEI Corporation is expanding its Investment Manager Services division and seeking an experienced professional to lead technical processes across managed accounts and related operations. You will work with trading, client service, and portfolio administration teams to design efficient procedures and resolve issues quickly.

The role emphasizes strong communication, coordination with multiple groups, and ongoing documentation of processes.