Full-Time

Product Manager

SEI

SEI

1,001-5,000 employees

Financial technology, operations, and asset management.

No salary listed

Phoenixville, PA, USA

Hybrid

Three days in-office per week required.

Category
Product (1)
Accounting (1)
Required Skills
Agile
Product Management
Data Analysis

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Requirements
  • Proven experience as a Product Manager or similar role within investment management, fund administration, or financial technology
  • Direct, hands-on experience working with Geneva, InvestTran, or comparable accounting and investment platforms
  • Strong familiarity with alternative investments (e.g., private equity, hedge funds, private credit, real assets) and associated operational workflows
  • Demonstrated ability to work effectively in a cross-functional, agile product environment
  • Strong analytical and problem-solving skills with the ability to break down complex systems and processes
  • Excellent communication skills, with the ability to influence and align diverse stakeholders
  • A clear, well‑communicated roadmap aligned to IMS strategic goals
  • Improved efficiency, scalability, and usability of accounting and fund administration systems
  • Strong cross-functional alignment and momentum across product initiatives
  • Delivery of innovative, validated solutions that meet real client and operational needs
Responsibilities
  • Define and own the product vision, strategy, and roadmap for IMS accounting systems and fund administration solutions
  • Serve as the subject matter expert on accounting platforms (e.g., Geneva, InvestTran) and their role within alternative investment operations
  • Translate complex business, operational, and regulatory requirements into clear product initiatives and prioritized backlogs
  • Partner cross-functionally with Engineering, UX, Data, Operations, Compliance, and Client teams to deliver high‑impact solutions
  • Lead ideation, validation, and rapid prototyping of new capabilities, leveraging AI‑assisted tools and emerging technologies where appropriate
  • Drive discovery through customer interviews, workflow analysis, and data‑driven insights to validate product direction
  • Manage trade‑offs between short‑term delivery and long‑term platform scalability
  • Support go‑to‑market readiness, including documentation, internal enablement, and stakeholder communication
  • Monitor product performance and adoption, using metrics and feedback to guide continuous improvement
Desired Qualifications
  • Strategic thinker with strong judgment and a long-term perspective.
  • Comfort navigating ambiguity and leading through change.
  • Collaborative leader who builds trust and alignment across diverse stakeholders.
  • Intellectual curiosity and a strong understanding of financial services innovation.
  • Results-oriented mindset with a bias toward thoughtful execution

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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Simplify Jobs

Simplify's Take

What believers are saying

  • Q1 2026 revenue rose 13% and operating income 21%, with 30% margins.
  • Q1 and Q2 2026 sales events hit record levels, signaling stronger pipeline conversion.
  • TIFIN Give launched January 2026, opening a bank-led philanthropy product line for 2027 growth.

What critics are saying

  • Alfred West sold 5.0 million dollars in June 2026; insiders keep cashing out.
  • SEI depends on U.S. revenue for 85%; one market concentration magnifies execution mistakes.
  • BlackRock, KKR, and larger custodians can compress SEI Access pricing and relevance fast.

What makes SEI unique

  • SEI’s 1.9 trillion dollars of AUM creates scale across custody, wealth, and alternatives.
  • SEI Access added KKR and 17 managers, strengthening its private-markets distribution moat.
  • Stratos and TIFIN partnerships extend SEI’s technology stack into advisor and donor workflows.

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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

Yahoo Finance
Jul 23rd, 2026
SEI Investments reports record Q2 2026: revenue up 15%, adjusted EPS surges 38% year-over-year

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.

Yahoo Finance
Jul 17th, 2026
SEI Investments posts 27.9% operating margin as GoodRx and Hanover Insurance face growth headwinds

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.

Yahoo Finance
Jul 16th, 2026
SEI Investments holds $343M in net cash, but Privia Health and Hamilton Insurance underwhelm

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.

PR Newswire
Jun 30th, 2026
SEI launches SEC-registered transfer agency for alternative funds with $395B AUM

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.

PR Newswire
Jun 18th, 2026
SEI appoints Matt Provencher as global head of enterprise professional services

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.