Senior Technical Operations PM – SMA & Managed Accounts

SEI; Upper Providence Township (PA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Education assistance

Paid time off

Parental leave

Job summary

SEI seeks an experienced professional for the Investment Manager Services division in Pennsylvania. You will manage technical processes across managed accounts, collaborating with trading, client service, and portfolio administration while implementing solutions using Power Platform, Python, SQL, and VBA.

Strong communication and problem-solving are essential for success, as you help optimize workflows and drive efficiency across the division and organization.

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 with strong interpersonal and customer service skills.
• Excellent written and oral communication; able to work under pressure and take initiative.

Responsibilities

• Act as the primary point of contact for all technical processes and ensure issue resolution.
• Represent SEI professionally when interacting with clients and vendors.
• Monitor and verify that established processes function effectively and address issues promptly.
• Collaborate with SMA operations teams and maintain precise communication via email and in person.
• Support development and documentation of technical processes and controls; contribute to improvements.

Skills

Microsoft Power Platform

Python

SQL

VBA

SharePoint

Detail oriented

Team Player

Flexible

Under pressure

Communication skills

Education

BS/BA degree in computer science, accounting, finance, business or related field

Tools

Alteryx

Jira

Confluence

Job description

SEI seeks an experienced professional for the Investment Manager Services division in Pennsylvania. You will manage technical processes across managed accounts, collaborating with trading, client service, and portfolio administration while implementing solutions using Power Platform, Python, SQL, and VBA.

Strong communication and problem-solving are essential for success, as you help optimize workflows and drive efficiency across the division and organization.