SEI · 5 days ago
Associate Director, Strategic Initiatives
Oaks, PA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expSEI is a leading global provider of investment processing, investment management, and investment operations solutions. They are seeking an Associate Director of Strategic Initiatives to support strategic decision-making, enhance communication across teams, and drive enterprise effectiveness within their Wealth and Institutional businesses.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
Responsibilities
Serve as a trusted thought partner to the SVPs, helping shape strategic messaging, refine business priorities, and address organizational challenges
Create high-quality briefing materials, decision-support documents, and narratives for executive meetings, board-level interactions, internal leadership forums, and industry-facing opportunities
Distill complex issues into clear, actionable insights that inform leadership decisions and strengthen communication across the enterprise
Facilitate structured and transparent communication among senior leaders to drive clarity on priorities, initiatives, and decision-making
Manage the cadence and content for leadership meetings—ensuring messaging is cohesive, aligned, and actionable
Reinforce a unified voice across the Wealth organization
Draft, refine, and elevate communications from the SVPs, including keynotes, talking points, strategic memos, and internal updates for advisor, partner, and enterprise Wealth audiences
Own and mine research, competitive market intelligence, client feedback loop, and competitive intelligence to identify trends that inform Sales pipeline opportunities
Support SVPs in defining Objectives and Key Results that cross-sell the Wealth ecosystem, aligning strategy and metrics to execution
Translate functional leaders’ vision into clear, measurable initiatives across the Wealth businesses
Drive cross-functional alignment, ensuring that teams understand the 'why,' 'what,' and 'how' behind priority initiatives
Navigate organizational complexities to make sure decisions land, accountability is clear, and execution is seamless
Strengthen and scale processes that support initiative delivery and enterprise efficiency
Monitor KPIs, operational trends, and performance metrics—helping tell a cohesive story about business momentum and risks
Identify bottlenecks and implement solutions that improve speed, quality, and cross-team alignment
Partner with functional leaders to ensure the right talent, leadership capability, and culture foundation are in place for growth
Support leadership development, onboarding, communication rhythms, and team health initiatives
Contribute to creating a cohesive culture across the broader Wealth ecosystem
Qualification
Required
A minimum of 10 years of experience in asset/wealth management, fintech/custody platforms, or related financial services client service or solutions
Bachelor's degree in Business, Finance, Economics or in a related field, or equivalent experience
Deep familiarity with the U.S. wealth business—both Broker/Dealer and RIA channels—including operating and decision processes, product shelf architecture, advisor practice models, and platform integrations
Proven track record in strategic communication and presentations; adept at communicating business outcomes for diverse, cross-functional audiences
The ideal candidate is a strategic communicator and integrator. You see patterns others miss. You create clarity and deliver action. You thrive at the intersection of ideas, people, and execution. You know how to help leaders lead—and how to elevate their voice, influence, and impact across an organization
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
Strong retirement plan
Tuition reimbursement
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
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