Investment Operations Apprentice, SEI
3-5 days a week in office
Technology and investment solutions
Be an early applicant
Technology and investment solutions
1001+ employees
Be an early applicant
3-5 days a week in office
1001+ employees
Company mission
To build brave futures through the power of connection, working with clients and communities to solve the problems that matter.
Role
Who you are
- 2 A-levels (or equivalent)
- Maths & English GCSE A*-C or 9-5 (or equivalent)
- Be available to join us in September 2025
Desirable
- We look for energy, curiosity and an aptitude for learning
- Excellent self-motivation & organisational skills
- Good communication skills & the ability to work collaboratively
- Innovative and creative thinking
- Adaptability & enthusiasm Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun
What the job involves
- You will complete an Investment Operations Technician Level 3 Apprenticeship
- Gain a professional qualification during your first year on the job to give you the knowledge and skills needed to succeed - the CISI – Investment Operations Certificate (IOC)
- Obtain hands on experience on your path to success
- As a member of our 2 year Apprenticeship Programme, you’ll follow a defined path that includes rotations across our Operations Teams. Our Operations Teams are the backbone of the SEI Wealth Platform, performing vital tasks to ensure our clients’ goals are reached
- ROTATION PLAN: Explore Operations by working across a number of teams during your 2 year programme
- TRAINING: We don’t expect you to join and know everything about what we do straight away. You will receive full training and support with the help of our industry experts and online learning portal
- MENTORSHIP: A mentor will support and guide you through your time at SEI
- THOUGHTFUL CAREER MANAGEMENT: You’ll receive regular feedback from your manager and training provider to help you through your Apprenticeship
- Off-the-job training will be an average of 6 hours per week
- You’ll be contributing to one-of-a-kind technology and services that are revolutionising the way wealth management firms run their entire business. End clients, firms’ users and SEI users are now doing business on our single platform, which offers a level of transparency, insight and control not previously seen in our industry
Salary benchmarks
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.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Company benefits
- Financial Protection: Includes a non-contributory pension plan, group life assurance, group income protection, employee discounts, season ticket loan, employee stock purchase plan, and leisure travel insurance.
- Health and Wellness: Fully funded medical insurance and annual full-body health assessment, dental insurance, health cash plan, medical second opinion service, cycle to work scheme and eyecare vouchers.
- Employee Assistance Programme: Work/life support that provides telephone counselling, face-to-face sessions, health and well-being advisory services, and bereavement counselling and probate helpline.
- Professional Development: Includes financial reimbursement for business-related courses, certifications, seminars, and continuing education.
- Leave Benefits: Covers annual leave which increases with tenure, enhanced parental leave (maternity leave, paternity leave, adoption leave, shared parental leave), charity days, military leave, and time off for training.
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
Company HQ
Upper Providence Township, Oaks, PA
Articles
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.
Alfred P. West, Jr.
(Executive Chairman)Al founded SEI in 1968 and led our company as CEO for more than 50 years, guiding SEI’s growth and success from a fintech start-up to a global provider of technology and investment solutions.
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