Sei Investments Company
Head of Portfolio Management Technology
Oaks, Pennsylvania, United States of America · Senior
Sponsorship not specifiedDetected 70 days ago
A/B TestingProduct ManagementProduct StrategyLeadershipCommunicationCollaboration
About the role
- SEI is seeking a Head of Portfolio Management Technology, a senior leadership role within our global product organization.
- This role requires a strategic, execution‑oriented product leader who thrives at the intersection of investment technology, data, AI‑enabled delivery, and enterprise scale.
- If you are energized by owning complex platforms, driving measurable impact, and leading through influence, we invite you to help shape the future of portfolio management at SEI.
Responsibilities
- Lead the full product lifecycle-from ideation and validation through requirements, delivery, and post‑launch measurement-ensuring alignment to client needs and business outcomes.
- Cross‑Product & Enterprise Collaboration Work closely with leaders across other product families to manage dependencies, align roadmaps, and prioritize initiatives against shared enterprise goals.
- Partner with engineering, data, UX, operations, risk, and business stakeholders to ensure solutions are scalable, secure, and operationally sound.
- Engage directly with clients and advisors to gather feedback, validate assumptions, and inform product evolution.
- Roadmap Ownership & Financial Accountability Own not only the product roadmap but the total cost of ownership for the portfolio management technology family, balancing innovation, scalability, and operational efficiency.
- Continuously assess build, buy, and partner decisions to optimize value delivery.
- Measurement, Outcomes & Continuous Improvement Establish and maintain a rigorous measurement framework that tracks product performance, client value, and operational effectiveness.
- Use data and insights to drive continuous improvement, inform prioritization, and adjust strategy as market and client needs evolve.
- Proven ability to lead cross‑functional, multi‑stakeholder initiatives and drive alignment across product families.
- Come build your brave future at SEI.
Requirements
- 10+ years of experience leading complex technology or platform products, with significant responsibility for portfolio‑level outcomes.
- Deep domain expertise in portfolio management technology, including trading and rebalancing, order management systems, portfolio construction, and managed account structures (UMH/UMA).
- Experience applying AI and automation tools across product discovery, delivery, and operations.
Benefits
- We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
- What we need from you: BA/BS in a related field or equivalent combination of education and experience.
Company info
- Ensure investments are aligned to strategic goals, measurable outcomes, and long‑term platform sustainability.
- At SEI, we're (literally) invested in your success.
- We are global provider of technology, operations, and asset management services for the financial services industry.
- At SEI, we're committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.
Equal opportunity
- SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions.
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This listing is sourced directly from Sei Investments Company's careers page and normalized into a canonical job model.