Senior Legal Services Manager

SEI•Upper Providence Township, PA

About The Position

The Senior Legal Services Manager is an experienced member of SEI’s Legal & Compliance Department who independently manages legal and governance matters supporting SEI’s market units, corporate entities, and registered investment products. The role applies advanced subject-matter knowledge, coordinates stakeholders, recommends practical solutions, and partners with attorneys on novel legal questions, material risks, and matters requiring legal judgment or approval. The position works independently on routine, moderately complex, and complex matters within established policies, procedures, regulatory frameworks, and supervisory guidance. It exercises substantial judgment in planning and prioritizing work, interpreting established requirements, resolving execution issues, and recommending courses of action. The manager anticipates risks, dependencies, and stakeholder needs; serves as a senior resource for operational, procedural, and subject-matter questions; and escalates matters with clear issue framing and recommendations. The position may lead projects and coordinate others without formal direct-report responsibility. It does not have final authority for legal positions or interpretations and partners with attorneys and other authorized senior legal professionals for legal conclusions and approvals.

Requirements

Bachelor's degree from an accredited college or university, or equivalent work experience.
Significant experience in legal services, compliance, corporate governance, or business management within a regulated environment.
Demonstrated ability to independently manage complex workstreams and deliver accurate, high-quality work product under regulatory and operational deadlines.
Advanced organizational, analytical, communication, and writing skills, with strong attention to detail and sound professional judgment.
Demonstrated ability to influence outcomes, coordinate across stakeholders, and identify and resolve issues without relying on formal authority.
Experience mentoring colleagues, sharing subject-matter knowledge, or supporting training and process consistency.

Nice To Haves

Extensive experience in investment management, financial services, registered investment products, and/or corporate governance.
Experience supporting mutual funds, exchange-traded funds, closed-end funds, collective investment trusts, or regulated financial entities.
Experience with board and committee governance, regulatory filings, disclosure review, intermediary or distribution agreements, and regulatory examination support.
Experience leading process improvements, technology-enabled workflow enhancements, or cross-functional legal operations initiatives.

Responsibilities

Independently lead preparation, coordination, and administration of board of trustees/directors and committee meetings, including agendas, materials, minutes, resolutions, written consents, and related communications.
Manage complex and high-impact legal workstreams from intake through completion, setting timelines, coordinating contributors, resolving execution issues, and escalating material concerns.
Apply knowledge of applicable regulatory, legal, and corporate governance requirements to support compliant and consistent execution.
Maintain and oversee official corporate and fund records in accordance with legal and regulatory requirements.
Draft, review, and coordinate disclosure documents, organizational documents, governance materials, and related legal work product; identify inconsistencies and recommend revisions.
Coordinate support for regulatory examinations and information requests, including document collection, review, tracking, stakeholder follow-up, and status reporting.
Prepare, review, and coordinate regulatory filings and reports; manage filing calendars, dependencies, and completion controls.
Lead coordination of registration statements, supplements, and related filings with attorneys, business teams, clients, and external service providers.
Review and negotiate agreements related to the distribution and servicing of funds offered by SEI or its clients on intermediary platforms, escalating substantive legal issues for attorney review.
Provide experienced support on day-to-day and complex legal matters involving SEI investment solutions, regulated subsidiaries, and corporate governance activities.
Serve as a subject-matter resource, promote knowledge sharing, and support onboarding, training, and development of less-experienced team members.
Identify opportunities to improve processes, templates, controls, technology use, and documentation standards; lead or contribute to approved improvements.
Build effective relationships with Legal and Compliance colleagues, business partners, clients, and external service providers to clarify requirements, manage expectations, and support timely, accurate delivery.
Support team continuity by providing workstream coverage, advising on priorities, and helping resolve operational issues during periods of increased volume or complexity.
Lead projects, workstreams, or cross-functional initiatives and coordinate the work of others without formal direct-report responsibility.
Determine when matters require escalation and provide attorneys or senior legal leadership with relevant background, options, and a recommended path.

Benefits

Healthcare, including medical, dental, vision, prescription, wellness, EAP, and FSA.
Life and disability insurance, with premiums paid for base coverage.
401(k) match.
Education assistance and tuition reimbursement.
Commuter benefits.
Up to 11 paid holidays per year.
21 days of PTO per year, prorated for new hires and increasing over time.
Paid parental leave.
Back-up childcare arrangements.
Paid volunteer days.
Discounted stock purchase plan.
Investment options.
Access to employee networks.
Support for working parents.
Flexible paid time off.