SEI · 5 days ago
Managing Director, Head of Service Experience
Oaks, PA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expSEI is a leading global provider of investment processing, management, and operations solutions, seeking a qualified leader to serve as Head of Service Experience. This role focuses on transforming the service model through automation and technology, leading a team to enhance client experiences and streamline operations.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
Responsibilities
Define and execute a forward-thinking service approach and strategy that prioritizes automation and technology to deliver scalable, efficient, and high-quality client experiences
Influence an enterprise-wide automation strategy by identifying and remediating manual processes and developing business cases for investment
Lead, mentor, and develop a team of service managers, fostering a culture of innovation, accountability, and continuous improvement
Oversee the implementation of cutting-edge technologies (AI, chatbots, machine learning, etc.) to automate and enhance service delivery
Liaise between service, operations, and technical teams to identify, scope, and deliver best-in-class tools and solutions
Partner with Sales, Investment Product Development, Technology Product Development, and other stakeholder groups to proactively update policies, refine service models, and identify opportunities for further automation and efficiency
Develop and maintain key performance indicators (KPIs) and dashboards to provide transparency and measure outcomes across the Advisor business and represent progress with transparency to executive leadership
Drive policy changes around client segmentation and service levels, ensuring support and implementation across all pillars
Champion a client-first mindset that aligns all service enhancements and automation initiatives with a focus on delivering exceptional advisor and client experiences
Contribute to the overall leadership and strategy of the Advisor business, both within and outside of the Service organization, by collaborating closely with Sales, Marketing, Product, and Operations teams to deliver integrated go-to-market strategies, seamless client experiences, and alignment on growth objectives
Qualification
Required
A minimum of 10 years of progressive experience in asset/wealth management, fintech/custody platforms, or related financial services client service or solutions, including management roles
Bachelor's degree in Business, Finance, Economics or in a related field, or equivalent experience
Deep familiarity with the U.S. advisor business—including both Broker/Dealer and RIA channels—including home‑office decision processes, product shelf architecture, advisor practice models, and platform integrations
Proven track record in process engineering, service automation, or similar disciplines
Excellent leadership, communication, and presentation skills; adept at communicating business outcomes for diverse audiences
Established success in leading a team and both recruiting and developing talent, with a keen passion for employee engagement and growth
Track record of innovation and cross-functional collaboration
Ability to set appropriate outcomes, measure those outcomes, and be accountable to delivery
Experience managing multiple priorities and achieving results in a dynamic environment
Preferred
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun
Benefits
Comprehensive care for your physical and mental well-being
A strong retirement plan
Tuition reimbursement
A hybrid working environment for most roles
Support for working parents
Flexible Paid Time Off (PTO)
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
The Motley Fool
2026-01-19
2026-01-09
Company data provided by crunchbase