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SEI Wealth platform

Ekcel Technologies IncBoston, MA🇺🇸United StatesPosted Oct 19, 2026

Why this role stands out

Advance your career with this high-impact role at Ekcel Technologies, where you will leverage your wealth management expertise to drive innovation within the SEI Wealth platform. This hybrid position is perfect for a skilled professional eager to excel in data analysis and capital markets while enjoying the flexibility of a modern work environment. Apply today to join a forward-thinking team and take the next significant step in your professional journey.

Quick overview

SeniorityMid Senior
Work modeHybrid
LocationBoston, MA, United States
Posted1 week ago
SQLAWSETLSnowflakeAgileAzureBusiness AnalysisDerivativesFixed IncomePortfolio ManagementReconciliationStakeholder Management

Job description

  • SEI Wealth Platform (SWP) – Must Have
  • Wealth Management domain expertise
  • Capital Markets knowledge
  • Data Analysis and Data Mapping
  • Business Analysis and Requirements Management
  • Data Governance and Data Quality
  • Wealth Platform Integrations
  • Functional Consulting

Platform Experience

Hands-on experience with one or more of the following platforms:

  • SEI Wealth Platform (SWP) – Mandatory
  • FIS AddVantage
  • Charles River IMS
  • Addepar

Domain Knowledge Requirements

Strong understanding of:

Wealth Management

  • Advisory Services
  • Managed Accounts
  • Portfolio Management
  • Client Reporting
  • Financial Planning
  • Performance Measurement
  • Multi-Asset Portfolios
  • Separately Managed Accounts (SMAs)
  • Unified Managed Accounts (UMAs)

Capital Markets

  • Equities
  • Fixed Income
  • Mutual Funds
  • ETFs
  • Alternatives
  • Derivatives
  • Corporate Actions
  • Trade Lifecycle
  • Settlement and Reconciliation

Data Domains

  • Client Data
  • Accounting Data
  • Portfolio Data
  • Security Master Data
  • Transaction Data
  • Performance Data
  • Market Data
  • Reference Data

Technical Skills

  • SQL and Data Analysis
  • Data Mapping and Transformation
  • API and File-Based Integrations
  • Data Warehousing Concepts
  • ETL/ELT Processes
  • Data Quality Frameworks
  • Reporting and Analytics Platforms
  • Cloud Data Platforms (AWS, Azure, or Snowflake preferred)
  • Knowledge of Agile delivery methodologies

Key Competencies

  • Strong Wealth Management and Capital Markets expertise
  • Strategic thinking and problem-solving
  • Executive communication and presentation skills
  • Data-driven decision making
  • Stakeholder management
  • Leadership and mentoring
  • Analytical and consultative mindset
  • Ability to work across business and technology teams

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