Senior Project Manager, Client Onboarding

Overview

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Program Management Office (PMO) team. SEI’s IMS Project Management Office (PMO) is hiring a Senior Project Manager to drive execution of client onboarding and conversion programs. This position leads end-to-end delivery by implementing a structured governance cadence, producing and managing project plans and key milestones, and aligning cross-functional teams across core work streams such as Accounting, Investor Services, Conversion, and PMO.

The role requires strong stakeholder management, disciplined tracking of deliverables and action items, and the ability to operate effectively in a fast-paced environment while maintaining clear documentation, communication, and escalation practices.

• As a senior project manager, you are responsible for leading the planning, execution, and delivery of complex projects that impact a client organization.
• Planning:
  You will develop detailed project plans, set deadlines, and manage schedules.
• Budgeting:
  You will manage financials and ensure projects are completed within budget.
• Team management:
  You will build and motivate teams to meet project goals.
• Risk management:
  
  You will identify and mitigate risk to ensure projects are delivered on time.
• Communication:
  You will communicate with clients and stakeholders about the status of projects.
• Quality control:
  You will ensure that deliverables meet quality standards.
• Reporting:
  You will be responsible for reporting on project success, metrics, and deployment activities.
• Collaboration:
  
  You will collaborate and work with multiple teams across the organization.
• You should have excellent facilitation, organization, and coordination skills. You should also be able to work well in uncertain circumstances and provide solutions.
• We want you to succeed and look for future solutions. Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career.

• BA / BS in Finance, Accounting, Mathematics or Economics or equivalent work experience.
• Minimum 8 years of business analysis and/or project management experience. Private Equity experience is a plus.
• Knowledge of the financial services industry, security markets and investment types.
• Ability to interact and build effective working relationships.
• Demonstrated ability to function in a fast paced, high-intensity working environment with multiple and diverse responsibilities.
• Ability to analyze issues quickly and independently and take appropriate action under tight time constraints.
• Entrepreneurial spirit and willingness to take on additional responsibility quickly.
• The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.
• Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.
• Strong customer service skills as you will be communicating daily with internal and external clients.

• A drive to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
• Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
• Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
• Curiosity, critical thinking and attention to detail:
  Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. SEI values can be explored at

SEI offers a wide range of benefits including comprehensive care for physical and mental well-being, a…