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SEI

SEI

Financial technology, operations, and asset management.

Attorney - Technology & Transactions

Full-Time
No salary listed
Mid
Oaks, PA, USA
In Person

Willingness to travel may be required.

About the job

Requirements
  • Works with moderate supervision and handles routine matters independently.
  • Demonstrates a solid understanding of commercial contracting and related legal principles.
  • Exercises sound judgment and appropriately escalates unusual, novel, or higher-risk issues.
  • Effectively collaborates across legal and business teams.
  • Produces reliable, accurate, and practical work product.
  • Has experience in transactional or corporate matters.
  • Can effectively prioritize work and business needs.
  • Is comfortable working in a dynamic, often-changing environment.
  • Has strong written and verbal communication skills.
  • Is authorized to practice law in one or more jurisdictions within the United States.
  • Is willing to travel if necessary.
Responsibilities
  • Work with SEI business teams and members of the Legal, Compliance, Risk, and Corporate Development Department to structure, draft, negotiate, and manage the execution of commercial contracts.
  • Manage confidentiality agreements, software licenses, master services agreements, professional services agreements, SaaS agreements, business process outsourcing agreements, and software development agreements with vendors.
  • Ensure vendor arrangements are consistent with SEI's risk and governance structures, contractual commitments, and regulatory compliance obligations.
  • Work with internal product and operations teams, vendor owners, new business development teams, client relationship teams, and executives to support their efforts and ensure adherence to applicable standards and procedures.
  • Deal directly with third parties while representing SEI's interests.
  • Handle a broader range of routine and moderately complex matters with moderate supervision while exercising sound judgment regarding legal, business, and operational risks.
  • Draft, negotiate, and advise stakeholders regarding commercial contracts using SEI templates and standards.
  • Independently manage routine contract matters and negotiations, seeking guidance on more complex or higher-risk issues as appropriate.
  • Educate internal clients about positions and issues arising during contractual negotiations.
  • Work with internal clients to solve legal, risk, and business issues arising in commercial transactions.
  • Understand and apply regulatory changes to new and existing contracts.
  • Manage and prioritize multiple concurrent projects and transactions.
  • Participate in activities related to corporate governance, regulatory compliance, and third-party risk management.
  • Populate and maintain contract files and repositories.
  • Assist with developing and refining contract templates, playbooks, and other legal resources.
Desired Qualifications
  • Experience within the financial services or financial technology industry.

About the company

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

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Simplify's Take

What believers are saying

  • Q2 2026 adjusted EPS rose 38% year over year to $1.66.
  • SEI repurchased $112.4 million of stock in Q2 2026, supporting per-share growth.
  • Alternative-fund transfer agency and CIT onboarding target fast-growing retirement and private-asset channels.

What critics are saying

  • The FCA VREQ on SEI Investments (Europe) remains active after July 14, 2026.
  • The Hall ERISA class action filed December 26, 2025 attacks SEI-affiliated investment options.
  • LSV Asset Management disputes and legacy co-investment gains expose earnings to non-operating noise.

What makes SEI unique

  • SEI’s Q2 2026 revenue hit $641.6 million, with 32% adjusted operating margin.
  • SEI Access for CITs digitizes retirement onboarding for plan sponsors, advisors, and recordkeepers.
  • SEI’s AI-native push uses Sneha Shah, Michael Tryniszewski, and William Coffey across enterprise data.

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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

Ticker Report
Aug 15th, 2026
Sei Investments Co. Makes New $687,000 Investment in RLX Technology Inc. Sponsored ADR $RLX

Sei Investments Co. acquired a new stake in RLX Technology Inc. Sponsored ADR (NYSE:RLX – Free Report) during the 1st quarter, HoldingsChannel.com reports. The fund acquired 312,471 shares of the company’s stock, valued at approximately $687,000. Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Marshall Wace […]

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.