New

Business Readiness Lead

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)
Mar 30, 2026
This position is aligned with a client initiative that will be starting in the near future. The Private Banking and Wealth Management Professional Services division is growing rapidly and is seeking a Business Readiness Lead. At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. The Project Management Office is accountable for the success of all SEI Client implementation and conversion activities within the Professional Services Organization. The PMO provides standardized project management, consulting, queue management, project execution, specialized Investment Management and Wealth Management consulting and services support (SMEs), and communication to the stakeholders. As a Business Readiness Lead, you'll ensure SEI's Private Banking clients are fully prepared for successful implementation and conversion projects. You'll collaborate across teams, drive readiness metrics, and deliver operational excellence. What you will do: Partner Coordination (related to Implementations) and ensure all business readiness activities align with PMO standards. Recommend enhancements to PMO standards based on project lessons learned. Contribute to the development of readiness metrics to support go/no-go decisions, tailored to each client conversion. Act as the Professional Services subject matter expert for operational, middle-office, and front-office workflow and procedure development. Support clients and stakeholders in making policy decisions, defining post-conversion organizational structures, and assessing business impacts of implementation decisions. Collaborate with clients and third parties to analyze and design workflows for client-retained activities. Evaluate the effectiveness of testing in Model Office environments and during Dress Rehearsals. Coordinate with Client Operations to clarify roles and responsibilities between internal teams and the client. Working with Data Conversion and Configuration leads to assessing processing exceptions and identifying necessary changes to the operating model. Collaborating with market unit solutions leads to integrating solution requirements into the overall roadmap. Partner with Relationship Management to ensure a smooth transition to ongoing service. What we need from you: Minimum 5 years of experience within the financial services industry Demonstrated knowledge of the financial services industry products and solutions Self-Starter - ability to independently manage responsibilities with limited support Strong relationship management skills Conversion project experience Strong technical proficiency and communication skills Travel required up to 25% max but typically 10-15% 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.