New

Associate Director, Strategic Initiatives

SEI
parental leave, paid time off, paid holidays, tuition reimbursement, 401(k), retirement plan
United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
Jan 21, 2026
SEI's Wealth businesses are seeking a strategic, outcome-oriented, influential individual to serve as Associate Director of Strategic Initiatives. This role reports to the Strategic Initiatives Director/Chief of Staff for the Asset Management unit and will directly support SEI's Wealth and Institutional businesses including the Stratos integration team. This role is designed to help accelerate enterprise effectiveness and efficiency, sharpen strategic decision-making and execution, strengthen communication across teams, and ensure our leaders are positioned to drive continued change management and meaningful impact. As a strategic advisor, integrator, communicator, and operational catalyst, the Director of Strategic Initiatives will translate ideas into action, elevate the voice of Wealth leadership, and ensure clarity and consistency in how we tell our story-internally and externally. This role is SEI Headquarters based in Oaks, Pennsylvania. What you will do: SVP Support & Advisory Serve as a trusted thought partner to the SVPs, helping shape strategic messaging, refine business priorities, and address organizational challenges. Create high-quality briefing materials, decision-support documents, and narratives for executive meetings, board-level interactions, internal leadership forums, and industry-facing opportunities. Distill complex issues into clear, actionable insights that inform leadership decisions and strengthen communication across the enterprise. Leadership Team Coordination Facilitate structured and transparent communication among senior leaders to drive clarity on priorities, initiatives, and decision-making. Manage the cadence and content for leadership meetings-ensuring messaging is cohesive, aligned, and actionable. Reinforce a unified voice across the Wealth organization. Strategic Market Alignment Draft, refine, and elevate communications from the SVPs, including keynotes, talking points, strategic memos, and internal updates for advisor, partner, and enterprise Wealth audiences. Own and mine research, competitive market intelligence, client feedback loop, and competitive intelligence to identify trends that inform Sales pipeline opportunities. Support SVPs in defining Objectives and Key Results that cross-sell the Wealth ecosystem, aligning strategy and metrics to execution Enterprise Initiative Management // Strategic Navigator Translate functional leaders' vision into clear, measurable initiatives across the Wealth businesses. Drive cross-functional alignment, ensuring that teams understand the "why," "what," and "how" behind priority initiatives. Navigate organizational complexities to make sure decisions land, accountability is clear, and execution is seamless. Operational Excellence Strengthen and scale processes that support initiative delivery and enterprise efficiency. Monitor KPIs, operational trends, and performance metrics-helping tell a cohesive story about business momentum and risks. Identify bottlenecks and implement solutions that improve speed, quality, and cross-team alignment. Talent & Culture Enablement Partner with functional leaders to ensure the right talent, leadership capability, and culture foundation are in place for growth. Support leadership development, onboarding, communication rhythms, and team health initiatives. Contribute to creating a cohesive culture across the broader Wealth ecosystem. What we need from you: A minimum of 10 years of experience in asset/wealth management, fintech/custody platforms, or related financial services client service or solutions. Bachelor's degree in Business, Finance, Economics or in a related field, or equivalent experience. Deep familiarity with the U.S. wealth business-both Broker/Dealer and RIA channels-including operating and decision processes, product shelf architecture, advisor practice models, and platform integrations. Proven track record in strategic communication and presentations; adept at communicating business outcomes for diverse, cross-functional audiences. The ideal candidate is a strategic communicator and integrator. You see patterns others miss. You create clarity and deliver action. You thrive at the intersection of ideas, people, and execution. You know how to help leaders lead-and how to elevate their voice, influence, and impact across an organization. What we would like from you: 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 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.