Jobs at SEI

Provides accounting and administration services for hedge and private equity funds. Responsibilities include pricing holdings, maintaining records, reconciling net asset values, preparing accounting reports and packages, supporting year-end audits under GAAP, conducting compliance due diligence, and communicating with investment managers and clients about fees, cash positions, transactions, and reconciliations.

Manage Private Equity Fund Accounting operations, ensuring compliance, client engagement, audit coordination, team leadership, and financial reporting accuracy.

Lead ETF capital markets strategy and liaise with market participants to support issuer onboarding, implementation, trading, and distribution strategy. Develop training, models, and documentation, assess client operational and technology capabilities, and drive thought leadership and automation initiatives while partnering with business development, legal, compliance, and solutions teams.

Supervise and train fund accounting analysts for hedge and private equity funds. Maintain pricing and NAV records, perform reconciliations, prepare accounting reports, support year-end audits under GAAP, ensure regulatory compliance, and liaise with investment managers and clients to resolve inquiries and deliver accurate accounting packages.

Leads business development and territory management across Ohio and Kentucky for SEI’s Independent Broker/Dealer channel. Acquires, onboards, and activates advisor-client firms; develops territory strategies; generates and converts leads; manages relationships; and presents SEI’s custody, technology, asset management, and business solutions. The role requires consultative sales, market analysis, senior-level influence, relationship management, and up to 80% travel.

Lead investment product sales growth across RIA, independent broker-dealer, and asset management channels. Commercialize ETFs, alternative investments, model portfolios, and future solutions; generate new assets and revenue; develop advisor and institutional relationships; manage a disciplined pipeline; execute go-to-market strategies and product launches; and collaborate across sales, product, investment management, and marketing teams. Extensive travel within the assigned territory is required.