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SEI

Technology and investment solutions

SEI logo
1001+ employees
  • B2B
  • Enterprise
  • Consulting
  • Financial Services
Upper Providence Township, Oaks, PA

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Company mission

To build brave futures through the power of connection, working with clients and communities to solve the problems that matter.

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Our take

SEI provides technology and investment solutions for the financial services industry by offering services like investment processing and operations management. The company oversees around $1.5T in assets, helping clients make smart financial decisions.

It also offers customized investment portfolios through managed accounts, allowing investors to tailor their strategies. Its technology helps clients optimize taxes and provides detailed reports on tax savings, making the service valuable for financial advisors and investors.

Recently the company added new features to its platform, enabling wealth managers to see a complete view of their clients' finances, as well as assets held elsewhere. These updates have driven growth in SEI's managed accounting, placing the company well for continued success.

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Kirsty

Company Specialist at Welcome to the Jungle

Benefits

  • Reach your goals with retirement and stock purchase plans: Plan for the future with our capital accumulation plan 401(k), employee stock purchase plan, and employee investment program
  • Resources to help you further your professional development: Our Education Assistance Program helps our employees in learning and furthering their professional development
  • Generous time off, help for families, and work-life assistance: Employees need balance to be their best, so we provide plenty of time away from the office. We also help families with an onsite Family Center (Oaks location) and life management assistance programs

Company values

  • Courage: We think and act like owners, embracing risk to drive growth for our clients and company
  • Integrity: We do what we say and act with transparency (because it's the right thing to do)
  • Collaboration: We work with each other, our clients, partners, and communities to solve problems that matter
  • Inclusion: We nurture an environment of respect and belonging where people are empowered to be themselves
  • Connection: We build lasting relationships through which we learn, grow, and succeed
  • Fun: We have fun

Leadership

Ryan Hicke

(CEO)

Ryan has worked at SEI since 1998, initially joining the company as an Account Executive. Since then, they have worked in several roles, including Managing Director of UK IFAs and Global Wealth Services, and Senior/Executive Vice President, before becoming the CEO in 2022.

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Product

Finance, Legal & Compliance