Product Owner, SEI

Salary not provided

Eligible to earn a discretionary bonus each year, subject to company approval; + A discounted stock purchase plan

JIRA

Senior and Expert level

Chicago

3-5 days a week in office

Technology and investment solutions

Be an early applicant

Technology and investment solutions

1001+ employees

B2BEnterpriseConsultingFinancial Services

Be an early applicant

Salary not provided

Eligible to earn a discretionary bonus each year, subject to company approval; + A discounted stock purchase plan

JIRA

Senior and Expert level

Chicago

3-5 days a week in office

1001+ employees

B2BEnterpriseConsultingFinancial Services

Company mission

We’re 5,000 employee entrepreneurs working with our clients and communities to solve problems that matter. And we’re on a mission to build brave futures℠ through the power of connection.

Job

Company

Role

Who you are

BA/BS in Computer Science, MIS, Mathematics, Finance, Accounting, Business or applicable experience
5+ years’ experience with a strong background in Product and Development disciplines
Financial Services experience, preferably FinTech experience in Asset Management or Wealth Management
Experience with Agile and Iterative development methodologies
Experience with software development management/tracking tools (i.e. Jira, Microsoft TFS, Rally, etc.)
Ability to synthesize information arising from multiple directions, and generalize specific issues or requests into functional requirements for broader application
Curiosity, critical thinking and attention to detail. Solutions-oriented with strong problem solving skills
Project management experience, and the self-motivation, organization and drive to manage and complete multiple projects in a timely manner without sacrificing quality
Excellent communication skills, both written and verbal. Ability to clearly articulate performance problems and solutions related to complex financial instruments and transactions
Demonstrated leadership experience as a team lead or similar role
Ability to collaborate with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them
Ability to work on several projects simultaneously and to thrive in a project-based environment within a lean team
Capacity to work within complex systems and large data sets

What the job involves

As a Product Manager, you will primarily focus on executing on the product roadmap
To be successful you will be (or become) the subject matter expert for the products you support, and have an understanding of the overall platform in which those products operate
The Product Manager acts as the primary facilitator among the development teams, the other Product Team leaders, Development Teams, and the user community (clients and operations) in support of their products
Coordinate and execute detailed requirements gathering & documentation for one/more assigned products
Collaborate with the Director for prioritization based on funding and development capacity
Continuously review and refine the backlog of requirements using Jira as SDLC tool
Lead and facilitate all Agile ceremonies, including daily stand-ups, sprint planning, sprint reviews, and retrospectives
You are the SME in this role, providing knowledge and expertise in this business area/product to business analysts, development team members, and the user community
Create and deliver communications throughout the development cycle to stakeholders at all levels, including release planning content, feature/story-level acceptance criteria new/modified functionality overviews, user guides, and release notes
Monitor employee performance and provide continuous feedback for software engineers

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 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

Toronto, Canada

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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