Head of Portfolio Management… at SEI Investments · Pennsylva…

Head of Portfolio Management Technology Location: USA - PA - Oaks SEI is seeking a Head of Portfolio Management Technology, a senior leadership role within our global product organization. This role is accountable for the end‑to‑end strategy, delivery, and outcomes of SEI’s Portfolio Management Technology product family—including trading and rebalancing, order management systems, portfolio construction, and UMH/UMA capabilities. As the owner of this critical product suite, you will lead full product ideation, validation, requirements definition, execution, and measurement—ensuring solutions deliver differentiated client value while advancing SEI’s strategic goals. You will serve as the external and internal face of the portfolio management technology platform, telling the SEI story to clients, prospects, and industry audiences, while partnering across product families to drive alignment, prioritization, and shared outcomes. 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. What you will do: Portfolio Management Product Leadership Own the vision, strategy, and roadmap for SEI’s Portfolio Management Technology product family, spanning trading and rebalancing, order management, portfolio construction, and UMH/UMA solutions. Lead the full product lifecycle—from ideation and validation through requirements, delivery, and post‑launch measurement—ensuring alignment to client needs and business outcomes. Define clear value propositions, success metrics, and KPIs to measure product performance, adoption, and impact. AI‑Enabled Delivery & Innovation Leverage AI tools and techniques across the SDLC to accelerate discovery, enable rapid prototyping, automate workflows, and improve delivery efficiency and quality. Champion experimentation, proof‑of‑concepts, and data‑driven decision‑making to move ideas quickly from concept to execution. Identify and evaluate emerging technologies and industry trends that can materially enhance SEI’s portfolio management capabilities. 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. Influence investment decisions and sequencing through a deep understanding of tradeoffs, opportunity cost, and enterprise impact. Client, Market & Industry Leadership Serve as the face of SEI’s Portfolio Management Technology suite for client engagements, prospect discussions, conferences, and industry events. Articulate a compelling SEI narrative that connects product capabilities to client outcomes and industry challenges. 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. Ensure investments are aligned to strategic goals, measurable outcomes, and long‑term platform sustainability. 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. Foster a culture of accountability, transparency, and outcome‑based delivery. What we need from you: BA/BS in a related field or equivalent combination of education and experience. 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. Proven ability to lead cross‑functional, multi‑stakeholder initiatives and drive alignment across product families. Strong financial acumen, including ownership of budgets, investment tradeoffs, and total cost of ownership. Exceptional communication, storytelling, and presentation skills, with credibility in client‑ and industry‑facing settings. This team follows a hybrid work schedule and works 3 days in the office (Tuesday – Thursday). 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.