Full-Time

Associate Business/Technology

Multiple Teams

Posted on 9/2/2025

Deadline 10/10/25
SEI

SEI

1,001-5,000 employees

Financial technology, operations, and asset management.

No salary listed

No H1B Sponsorship

Phoenixville, PA, USA

Hybrid

This is a hybrid role, with the majority of the work week being in-person.

Category
Business & Strategy (2)
,
Required Skills
Marketing
Requirements
  • Currently pursuing a Bachelor’s degree (Masters students are NOT eligible for the Associates program)
  • Open to all majors, but focus on computer science and technology, finance, accounting, economics, business, marketing, math, or related fields
  • Graduate between December 2025 – June 2026
  • 3.5 cumulative GPA
  • Letter of recommendation from current or previous professor, coach, manager, or mentor
  • Prior work experience or internship, preferably within the FinTech industry
  • University/college or community involvement holding a position of leadership as with charitable organizations, participation in various clubs, organizations or athletic groups, etc.
  • MUST have permanent work authorization for employment in the U.S.
Responsibilities
  • Gain experience supporting existing business needs through positions in areas across the company which may include investments, finance, sales, accounting, project management, marketing, HR, audit, risk management, software engineering, and more.
  • Participate in a week-long orientation program
  • Engage in weekly classroom-style sessions to strengthen business acumen and gain skills for success
  • Work on a strategic project in a team setting to add tangible value to SEI and develop presentation skills
  • Receive regular coaching and support to help formulate career goals
  • Network with employees across the organization
  • Participate in fun networking events and teambuilding exercises
  • Graduate from the program with a deep understanding of how to best leverage strengths to maximize impact
Desired Qualifications
  • Ability to deal with ambiguity and quickly adapt to change
  • Self-motivation with an ability to prioritize multiple tasks
  • Action-oriented with the ability to persevere when faced with obstacles
  • Natural curiosity, inquisitiveness and creative thinking
  • Ability to grasp loosely defined concepts and transform them into tangible results and key deliverables
  • Excellent collaboration, communications skills with the ability to develop a strong internal network across teams

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

Harris Township, Pennsylvania

Founded

1968

Simplify Jobs

Simplify's Take

What believers are saying

  • Private Banks segment revenue grew 11% with 40% operating profit rise in Q1 2026.
  • Record $57.1 million recurring net sales in Q1 2026 from enterprise mandates.
  • $10 million TIFIN investment accelerates AI adoption in wealth management platforms.

What critics are saying

  • CEO Ryan Hicke sold 80,000 shares on February 2, 2026, eroding confidence.
  • $527 million Stratos acquisition dilutes shareholders and strains balance sheet.
  • Northern Trust and State Street's AI platforms capture SEI's wealth tech market share.

What makes SEI unique

  • SEI Access for CITs automates onboarding, reducing time from days to minutes.
  • LifeYield acquisition integrates real-time tax-smart unified managed household capabilities.
  • Pravati Capital partnership adds litigation finance to SEI Access marketplace.

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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
Mar 1st, 2026
SEI Investments partners with Pravati Capital to offer litigation finance via SEI Access platform

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.

Yahoo Finance
Jan 29th, 2026
SEI Investments shares rise 2.3% on Q4 revenue beat despite $215.9B AUM miss

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.

Yahoo Finance
Jan 27th, 2026
SEI Investments reports Q4 earnings Wednesday with revenue growth expected to slow to 7.6%

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.

InvestmentNews
Jul 18th, 2025
SEI taking majority stake in Stratos Wealth Holdings in $527M deal

The transaction will see SEI effectively own 57.5% of Stratos' operating businesses as previous backer Emigrant Partners exits its position.

Stock Titan
Dec 11th, 2024
SEI Acquires LifeYield for Tax-Smart Tech

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.

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