SEI · 7 hours ago
Investment Operations Project Manager
Oaks, PA
Full-time
Hybrid
Senior Level
5+ years expSEI is a technology and asset management company specializing in investment processing and management solutions. The Investment Operations Project Manager will oversee projects supporting various fund operations, ensuring efficiency and compliance while managing cross-functional teams and stakeholder communications.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
Responsibilities
Define project scope, objectives, timelines, and deliverables for fund initiatives
Develop detailed project plans, including resource allocation and risk management strategies
Coordinate cross-functional teams (Investment Management, Compliance, Operations, Technology) for seamless execution
Oversee transitions such as manager changes, fund launches, and terminations
Serve as the primary liaison between internal teams, external service providers, and sub-advisors
Communicate project status, risks, and milestones to senior leadership and stakeholders
Proactively identify risks and develop mitigation strategies
Resolve project-related issues promptly to avoid delays or compliance breaches
Identify process gaps and implement solutions to improve fund operations and client servicing
Qualification
Required
Bachelor's degree in Finance, Business Administration, or related field
5-7 years of experience in mutual fund operations, investment management, or financial services project management
Strong understanding of mutual fund structures, regulatory frameworks, and operational workflows
Excellent communication, leadership, and organizational skills
Proficiency in project management tools (MS Project, Jira) and financial systems
Preferred
MBA or PMP certification
Detail-oriented with a strong focus on operations, compliance and risk management
Ability to manage multiple projects simultaneously
Proactive solutions-oriented mindset who leads through influence, collaboration and trust
Strong critical thinking skills to assess risks, solve complex challenges and make informed decisions
Benefits
Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
Life and disability insurance (premiums paid for base coverage)
401(k) match
Education assistance
Commuter benefits
Up to 11 paid holidays/year
21 days PTO/year pro-rated for new hires which increases over time
Paid parental leave
Back-up childcare arrangements
Paid volunteer days
A discounted stock purchase plan
Investment options
Access to thriving employee networks
Company
SEI
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.
1001-5000 employees
H1B Sponsorship
SEI has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (78)
2024 (28)
2023 (45)
2022 (70)
2021 (22)
2020 (39)
Funding
Current Stage
Public CompanyTotal Funding
unknown1981-04-03IPO
Leadership Team
Alfred West, Jr.
Founder & Chief Executive Officer
Ryan Hicke
Chief Executive Officer
Recent News
2026-01-09
2025-12-04
Company data provided by crunchbase