Full-Time
Financial technology, operations, and asset management.
No salary listed
Phoenixville, PA, USA
Hybrid
Three days in-office per week required.
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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
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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
SEI Investments reported record quarterly results for Q2 2026, with revenue up 15% year-over-year and adjusted earnings per share rising 38%. Adjusted operating profit increased 36%, while adjusted operating margins expanded by 500 basis points compared to Q2 2025. The company recorded $43 million in sales events during the quarter. IMS revenue grew 17%, private banking revenue increased 11%, and advisors revenue jumped 30%, boosted by the Stratos acquisition, which contributed $21 million. Assets under administration rose 5%, driven by alternative mandate funding and market appreciation. SEI repurchased $112 million in shares at an average price of $87 and ended the quarter with nearly $400 million in cash. The company is investing in technology, data, automation and AI to enhance scalability.
SEI Investments stands out as a profitable long-term investment opportunity, whilst GoodRx and The Hanover Insurance Group face headwinds, according to StockStory analysis. SEI Investments, which provides technology platforms and investment management solutions, boasts a 27.9% trailing 12-month GAAP operating margin. Founded in 1968, the company serves financial institutions, wealth managers, and investors. Meanwhile, GoodRx struggles with flat sales over two years and negative returns on capital, despite its 9.9% operating margin. The prescription drug price comparison platform has a modest revenue base of $787.9 million. The Hanover Insurance Group, with a 14.8% operating margin, faces challenges including below-standard revenue growth of 4.9% annually over two years and lacklustre policy growth of 4.2% yearly, underperforming typical financial institutions.
SEI Investments has been identified as a cash-heavy stock worth targeting, whilst Privia Health and Hamilton Insurance Group are deemed less attractive despite their strong balance sheets. Privia Health operates across 13 US states with over 4,300 providers serving more than 4.8 million patients. However, its modest $2.25 billion revenue base, poor 5% free cash flow margin over five years, and 0% return on capital raise concerns about management's ability to find profitable growth opportunities. Hamilton Insurance Group, operating global specialty insurance and reinsurance platforms across four countries, faces flat projected sales for the next 12 months. Its annual earnings per share growth of 14% underperformed revenue over the past two years. SEI Investments, founded in 1968, provides technology platforms and investment management solutions for financial institutions and wealth managers.
SEI has expanded its transfer agency solutions with the launch of SEI Transfer Agency and Registry Services, an SEC-registered entity supporting US-based traditional and alternative asset managers. The service will leverage technology from Envision Financial Systems to handle retail-distributed funds. SEI's institutional transfer agency has serviced over 1,100 funds representing $395 billion in assets under management for 18 years. The expansion adds support for semi-liquid alternative investment funds, including '40 Act registered closed-end interval funds and business development companies. The new offering comes as semi-liquid funds have grown to surpass $530 billion in total net assets by end-2025. Powered by Envision's platform, the service includes investor recordkeeping, transaction processing, digital interfaces and compliance capabilities.
SEI has appointed Matt Provencher as Global Head of Enterprise Professional Services, a newly created role focused on scaling the firm's professional services capabilities across markets. Provencher will develop an enterprise-wide strategy and delivery model supporting clients across SEI's platforms, including data cloud, systems integration, cybersecurity, AI automation and business process outsourcing. Provencher joins from NTT DATA, where he served as President of North America Banking, Financial Services and Insurance. He brings over 20 years of leadership experience building scalable platforms and driving revenue growth in financial services. The appointment reflects SEI's strategy to strengthen its position as a strategic partner helping clients transform their businesses. Provencher will report to Sanjay Sharma, CEO of SEI International and Global Head of Private Banking and Wealth Management.