Full-Time
Product Owner
Posted on 2/21/2026
SEI
1,001-5,000 employees
Financial technology, operations, and asset management.
Compensation Overview
$125k - $140k/yr
Chicago, IL, USA
Hybrid
Hybrid work environment; on-site presence in Chicago expected for most roles.
 Product (1) |
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- BA/BS in Computer Science, MIS, Mathematics, Finance, Accounting, Business or applicable experience.
- 5+ years’ experience with a strong background in Product and Development disciplines
- Financial Services experience, preferably FinTech experience in Asset Management or Wealth Management.
- Experience with Agile and Iterative development methodologies.
- Demonstratable experience using AI tooling for product design,strategyand software testing
- Coordinate and execute detailed requirements gathering and documentation for one or more assigned products.
- Review and refine a backlog of requirements using tools like Jira and Confluence
- Lead and facilitate all agile ceremonies, including daily stand-ups, sprint planning, sprint reviews, and retrospectives.
- You are the SME in this role, providing knowledge and expertise in this business area/product
- Create and deliver communications throughout the development cycle to stakeholders at all levels, including release planning content, feature/story-level acceptance criteria new/modified functionality overviews, user guides, and release notes.
- Own product quality and performance through consistent delivery
- Ability to synthesize information arising from multiple directions, and generalize specific issues or requests into functional requirements for broader application.
- High levels of creativity and attention to detail.
- Solutions-oriented with strong problem solving skills and system-based thinking.
- Understand product decision impacts and trade-offs
- Excellent communication skills, both written and verbal. Ability to use AI tooling to go from idea generation to artifact creation quickly when communicating with stakeholders.
- Demonstrated leadership experience as a team leader in a similar role.
- Ability to collaborate with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
- Ability to work on several projects simultaneously and to thrive in a project-based environment within a lean team.
- Capacity to work within complex systems and large data sets.
- Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.
SEI is a global provider of financial technology, operations, and asset management services. Its products and services help financial institutions and other clients deploy capital—whether that capital is money, time, or talent—more effectively, supported by a technology-driven platform and outsourced operations. SEI combines software tools, processing capabilities, and asset management services to customize solutions for each client, managing or advising on about $1.6 trillion in assets as of the end of 2024. Its differences lie in offering an integrated suite that blends fintech, back‑office operations, and asset management at scale, enabling clients to streamline workflows, improve governance, and expand growth objectives. SEI’s goal is to help clients optimize their capital deployment to serve their customers better and achieve their financial objectives.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Upper Providence Township, Pennsylvania
Founded
1968
Simplify's Take
What believers are saying
- Consensus price target of $105.83 implies 32.6% upside from current $79.79 valuation.
- Q3 2025 EPS beat of $1.30 versus $1.25 consensus demonstrates consistent earnings outperformance.
- Robust 2026 earnings growth expected; U.S. growth leadership and AI infrastructure investment drive client demand.
What critics are saying
- Executive Chairman sold $6.7M in stock, signaling insider concern about near-term valuation.
- Q1 2026 earnings due April 22 risk missing $1.35 consensus amid quiet market conditions.
- Custody partnerships cannibalize higher-margin advisory services, pressuring profitability and revenue mix.
What makes SEI unique
- SEI Access for CITs launched April 14, 2026, automating onboarding and reducing cycle times.
- Expanded alternative investments platform with KKR access differentiates from traditional wealth management competitors.
- Strategic partnerships with Huntington National Bank and Knights of Columbus strengthen enterprise custody positioning.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Flexible Work Hours
Hybrid Work Options
401(k) Company Match
Paid Vacation
Paid Sick Leave
Paid Holidays
Paid Parental Leave
Family Planning Benefits
Fertility Treatment Support
Professional Development Budget
Tuition Reimbursement
Wellness Program
Mental Health Support
Commuter Benefits
Phone/Internet Stipend
Home Office Stipend
Employee Referral Bonus
Paid Volunteer Days
Education Assistance
Back-up Childcare Arrangements
Discounted Stock Purchase Plan
Company News
SEI Investments Company has partnered with Pravati Capital, one of the oldest litigation finance firms in the US, to offer litigation finance as an alternative investment through the SEI Access platform. The partnership, announced on 25 February, aims to modernise access to litigation finance for wealth managers through an integrated marketplace. The deal comes amid notable insider trading activity at the Pennsylvania-based company. CEO Ryan Hicke sold 80,000 shares on 2 February, whilst managing director Mark Andrew Warner offloaded 4,000 shares valued at $326,960 on 26 February. Founded in 1968, SEI Investments is a global provider of technology and investment solutions for the financial services industry.
SEI Investments shares rose 2.3% after the financial technology provider reported fourth-quarter results that exceeded analyst expectations. The company posted earnings of $1.38 per share on revenue of $607.9 million, representing year-over-year growth of 16% and 9.1% respectively. However, the results were mixed, as Assets Under Management of $215.9 billion fell significantly short of analyst forecasts. AUM is a crucial metric for investment managers as it directly impacts fee-based revenue. Investors focused on the strong revenue and profit performance, which beat Wall Street forecasts. SEI Investments' shares have gained 6.1% year-to-date and are trading near their 52-week high of $93.80. The stock has shown relatively low volatility, with only four moves exceeding 5% over the past year.
SEI Investments will announce fourth-quarter earnings on Wednesday after market close. Analysts expect revenue of $599.4 million, up 7.6% year on year, and adjusted earnings of $1.35 per share. Last quarter, the financial technology provider reported revenues of $578.5 million, missing analysts' expectations by 0.5% but growing 7.7% year on year. The company has missed Wall Street's revenue estimates three times over the past two years. Analysts have largely reconfirmed their estimates over the last 30 days. Peers Northern Trust and State Street recently reported fourth-quarter results with revenue growth of 9.4% and 7.5%, respectively, both topping expectations. SEI Investments shares have risen 1.6% over the past month, with an average analyst price target of $98.83 compared to the current share price of $85.34.
The transaction will see SEI effectively own 57.5% of Stratos' operating businesses as previous backer Emigrant Partners exits its position.
SEI (NASDAQ: SEIC) has acquired LifeYield, a Boston-based tax-smart technology provider, to offer the first real-time, automated unified managed household (UMH) capabilities. This acquisition enhances SEI's platform with tax optimization, asset location, and multi-account management, aiming to improve efficiency for advisors and investors. SEI plans to integrate LifeYield's APIs into its Wealth Platform, expanding its tax management solutions. As of Sept. 30, 2024, SEI manages approximately $1.6 trillion in assets.