SEI Tech Stack

Financial services operations and asset management platform for institutional investors

Financial Services Oaks, PA 1,001–5,000 employees Founded 1968 Public Company

SEI is a $1.6 trillion AUM custodian and operations provider built on a Microsoft-centric stack (SQL Server, Power BI, Salesforce) with emerging adoption of Docker and cloud analytics (Snowflake, Anaplan). The hiring mix is heavily weighted toward finance (50 roles) and operations (28 roles) relative to engineering (9 roles), reflecting a mature, process-heavy business focused on fund accounting, reconciliation, and compliance—not product innovation. Active projects cluster around automation (client onboarding, sales enablement) and operational scaling (service model redesign, NAV reconciliation), with pain points centered on regulatory accuracy and production stability.

Tech Stack 123 technologies

Core StackSQL Server Power BI Snowflake Power Platform Tableau Python Salesforce Jira Intune Active Directory Excel SQL Server Integration Services SQL Server Reporting Services Microsoft Office Anaplan Alteryx Yardi PowerPoint Adobe Acrobat SharePoint Word Outlook Microsoft Access Microsoft Project Visual Basic SQL Configuration Manager LAPS BitLocker PowerShell+88 more

AdoptingDocker

What SEI Is Building

◆Challenges

Ensuring compliance with government regulations
Production issues
Operational service model improvement
Reconciliation of wire payments
Reducing impact of operational disruptions
Accurate and timely reporting of funds
Identifying operating issues
Automation opportunities
Operating model improvements
Year-end audit coordination

▲Active Projects

Nav reconciliation
New fund launches
New fund set ups
Operational service model improvement
Client onboarding automation
Sales enablement collateral production
Policy and procedure development
Quarterly research reports on industry trends
Enterprise data strategy
Cit website maintenance and access

Hiring Activity

Steady140 roles · 55 in 30d

Department

Finance

Ops

Sales

Legal

Engineering

Data

Operations

Support

Seniority

Mid

Senior

Manager

Junior

Director

Lead

C-Level

Notable leadership hires: Data Analytics Lead, Fund Accounting Director, Head of Service Experience, Head of Professional Services, Regulatory Valuation Lead

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About SEI

SEI provides financial technology, operations, and asset management services to institutional clients including investment firms, advisors, and asset managers. As of end of 2024, the firm manages, advises, or administers approximately $1.6 trillion in assets globally. The core business spans investment and fund processing, operations outsourcing, and advisory services—enabling clients to deploy capital more effectively. SEI operates with approximately 5,000 employees across six countries (United States, Ireland, United Kingdom, India, Luxembourg, Singapore), with leadership distributed across finance, operations, and compliance-heavy functions.

HeadquartersOaks, PA

Company Size1,001–5,000 employees

Founded1968

Hiring MarketsIreland, United States, India, United Kingdom, Luxembourg, Singapore

Frequently Asked Questions

What is SEI's asset under management or administration?

SEI manages, advises, or administers approximately $1.6 trillion in assets as of December 31, 2024.

Where is SEI headquartered?

SEI is headquartered in Oaks, Pennsylvania and employs approximately 5,000 people across operations in the United States, Ireland, United Kingdom, India, Luxembourg, and Singapore.

What tech stack does SEI use?

SEI's core stack includes SQL Server, Power BI, Excel, Salesforce, Snowflake, Anaplan, and Alteryx. The firm is adopting Docker and relies heavily on Microsoft Office and Power Platform for operations and reporting.