New

Director, Client Design & Delivery

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)
Jul 03, 2025
The Director, Client Design & Delivery, is a strategic leader responsible for architecting and executing technology-driven onboarding solutions for clients. This role combines deep technical expertise with client-facing leadership to ensure seamless integration, automation, and reporting across onboarding workflows. Acting as the primary technology liaison during prospect engagements and implementation phases, you will collaborate closely with internal stakeholders across technology, operations, and client service to align solutions with business objectives. The role also oversees the development of customized data and reporting frameworks, leads tool selection and implementation-including platforms like Geneva, Investran, Alteryx, Power BI, Jira, and Snowflake-and builds a high-performing team to support growing onboarding demands. With a focus on continuous improvement, you will drive innovation in onboarding processes and ensures scalable, high-quality delivery. The responsibilities for this position may include some or all of the following: You design and implement technology architecture for client onboarding, including data integration, workflow automation, and reporting solutions. You will serve as a client-facing technology lead during prospect discussions, onboarding planning, and delivery execution. You will collaborate with internal stakeholders across technology, operations, and client service to align solutions with business needs. You will develop and maintain customized reporting frameworks, data stores, and quality control mechanisms. You will lead or contribute to the selection and implementation of tools such as Geneva, Investran, Alteryx, Microsoft Power Platform (including Power BI), Jira, and Snowflake. You will build and lead a high-performing team to support growing onboarding demands. You will drive continuous improvement in onboarding processes and technology delivery. Administrative Oversight and Technical Consulting: Provide guidance to operations teams on review and interpretation of fund structures, fee calculations, etc. to ensure adherence to fund documents and industry norms. Provide guidance on the implementation, configuration and design of products and services on the SEI IMS platform Provide guidance on the adherence to industry norms, rules and regulations Departmental Leadership: Create, communicate, monitor and reinforce departmental vision, goals and objectives Contribute to the ongoing development of service capabilities for the traditional and middle office product offering in pace with industry demands Actively participate in the unit's senior management meetings and initiatives Develop and provide training programs to solutions conversion teams and accounting teams where required Set and enforce departmental policies What we need from you: BS/BA degree in business, finance or related field, or the equivalent in education and work experience 15 years of industry experience, 10 years of management experience preferred 10 years of experience with private markets strategies, vehicles, and investor servicing workflows Experience in directing teams to deliver on business objectives Excellent communication skills (Strong written and oral communication skills) Strong interpersonal, organizational, and delegation skills Successful track record of strategy development / execution Team oriented, organized, proactive, self-directed, and conscientious Assumes accountability and responsibility for specific performance and work product Location and Travel: This position is located in Oaks, PA and follows a hybrid work week with Tuesday -Thursday in the office. Occasional client-related travel may be required. 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.