The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking a highly experienced Senior Business Analyst to drive strategic initiatives supporting SEI Institutional Transfer Agency, SEI Transfer Agency & Registrar Services, and the firm’s multi‑year modernization roadmap.
This role plays a critical part in transforming SEI’s TA ecosystem—advancing large‑scale fund conversions, standardizing operating models, implementing in‑house solutions to replace vendor platforms, and enabling the next generation of operational efficiency across the organization.
As a senior leader within the program, you will work closely with business executives, operational leaders, technology teams, product partners, external vendors, and cross‑functional project groups to design, document, test, and deliver enterprise‑level solutions.
What You Will Do:
Lead Large‑Scale Conversion Initiatives
> Serve as a primary lead for major conversions from SS&C TA2000 to SEI’s Envision platform, covering 1,500+ funds and ~$400B AUM, ensuring data integrity, operational readiness, and alignment to business objectives.
> Lead onboarding and conversion efforts for AIC and other third‑party fund complexes (100+ funds, ~$100B AUM) transitioning from external TA providers.
> Manage new business conversions with a focus on cost optimization, process consistency, and effective vendor coordination.
Solution Delivery, Systems Configuration & Technical Execution
> Lead end‑to‑end solution onboarding—including scoping, estimation, design, business/technical requirements, workflow configuration, reporting needs, automation design, and data conversion mapping.
> Translate business requirements into detailed functional specifications, configuration documentation, and testing frameworks.
> Design and execute comprehensive end‑to‑end test plans across interconnected applications to validate enhancements, conversions, and reporting deliverables.
Cross‑Functional Collaboration
> Collaborate with developers, QA teams, fund accountants, investor services, sales, relationship managers, and external vendors to deliver scalable, reliable, and high‑quality solutions.
> Work with business management on forecasting, EVA alignment, budgeting, and operational prioritization.
Process & Platform Improvement
< > Analyze current TA workflows and operational processes to identify optimization opportunities.Lead approved process enhancement initiatives, ensuring measurable and sustainable operational efficiencies.What We Need From You (Minimum Qualifications):
Experience & Technical Skills
> BA/BS in Computer Science, MIS, Mathematics, Engineering, Finance, Accounting, Business, or equivalent experience.
> 10+ years of business analysis experience within Transfer Agency servicing, including reporting, SQL, and data analysis.
> Strong hands‑on experience leading large‑scale fund or TA conversions, ideally with platforms like Envision, TA2000, or FIS.
> High proficiency with SQL, relational databases, and familiarity with agile methodologies and the SDLC.
Domain Expertise
> Deep understanding of end‑to‑end Transfer Agency operations, workflows, and data flows.
> Experience with transfer agency systems and connected vendor applications such as AML, DDA Bank, Blue Sky, Print Vendor or equivalent analytical/operational tools.
Core Competencies
> Strong analytical, problem‑solving, and data‑interpretation skills.
> Proven ability to break down complex operational and data challenges into actionable requirements.
> Exceptional communication (written & verbal) and presentation abilities.
What We Would Like From You (Preferred Qualifications)
> 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.
> Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy
> 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. https://www.seic.com/
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a comprehensive care for your physical and mental well-being, strong retirement plan, tuition reimbursement, hybrid working environment, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401k match, tuition reimbursement, commuter benefits, 11 paid holidays/year, 21+ days paid time off/year pro-rated, paid parental leave, discounted stock purchase plan, and investment options. We are a technology and asset management company delivering on our promise of building brave futures for our clients, our communities, and ourselves. Come build your brave future at SEI.
The base salary pay for this role is $155,000 - $165,000 per year. This position will also be eligible to earn a discretionary bonus each year, subject to company approval.
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. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
SEI’s competitive advantage:
To help you stay energized, engaged and inspired, we offer a wide range of benefits including 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 and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include 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 and more.
We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.
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. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
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