Director, Data Migration & Technology Integration

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)
May 08, 2025
SEI is seeking an experienced, highly skilled, and results-oriented Data Migration & Technology Integration Director, specializing in helping advisors and advisory firms successfully operationalize business transitions, to join the Advisor Sales & Client Team. SEI's Business Transitions team is committed to helping advisors and their teams plan for, operationalize, and execute successful business transitions. This role is ideal for a technical expert passionate about ensuring the smooth and efficient integration of data and systems within the advisor ecosystem. You will play a critical role in enabling advisors to leverage SEI's platform and other technologies effectively. The right candidate will be excited by the opportunity to build and optimize SEI's data migration and technology integration processes with the Advisor business. You will be a key contributor in designing, implementing, and executing solutions that deliver reliable and accurate data flow and system connectivity for our advisor partners. We are looking for an individual with a proven track record of successfully managing complex data migrations and technology integrations, with a strong understanding of the advisor business. This role reports to the Managing Director of the Business Transitions Team within the Advisor Sales & Client Team. This role is based in SEI's Oaks, Pennsylvania headquarters. What you will do: Serve as the technical expert for all data migration and technology integration initiatives within the Advisor business. Design, develop, and implement strategies and processes for seamless data migration between various systems and platforms. Lead the integration of new technologies and systems with SEI's existing infrastructure, ensuring data integrity and operational efficiency. Collaborate with cross-functional teams and stakeholders, including product development, client support, and relationship management, to understand data and integration requirements. Troubleshoot and resolve technical issues related to data migration and system integration in a timely and effective manner. Develop and maintain comprehensive documentation for data migration processes, system integrations, and technical configurations. Ensure compliance with data governance policies and security protocols during data migration and integration activities. Identify opportunities to improve data migration and integration methodologies, tools, and technologies. Stay current with industry best practices and emerging technologies related to data migration and system integration. Contribute to the development of training materials and provide technical guidance to internal teams on data migration and integration processes. What we need from you: A minimum of 7 years of experience in the financial services industry, with a focus on systems integration, technology, data migration, or related functions. Deep technical expertise in data migration tools, ETL processes, database management systems (i.e., SQL), and API integrations. Strong understanding of system integration principles and best practices. Experience with cloud-based technologies and data platforms is a plus. Excellent analytical and problem-solving skills with meticulous attention to detail. Strong project management skills and the ability to manage multiple projects simultaneously. Exceptional communication skills, both written and verbal, with the ability to explain complex technical concepts clearly. Highly collaborative, results-oriented, and adaptable to a dynamic environment. Entrepreneurial and growth-minded with a proactive approach to identifying and implementing solutions. What we would like from you: Experience working with platforms and technologies relevant to the independent advisor space. Familiarity with data security and compliance regulations within the financial industry. Experience with scripting languages (i.e., Python) for data manipulation and automation. 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. If you are passionate about simplifying the complex and empowering independent advisors to make confident business decisions, fostering sustainable growth within advisory practices, and contributing your expertise to shape the future of the advice industry, we invite you to apply and be a part of our collaborative and growth-minded team. 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.