Sr. Product Manager with (institutional accounting and fund administration) -W2 Only
Quick Overview
Job Description
Hi,
Hope you’re doing well.
Title: Sr. Product Manager with (institutional accounting and fund administration)
Location: Oaks, PA – Remote
Duration: 9 - 12 months + (Contract to Hire)
Client: SEI Investments (SEI) -
Open to All Work Statuses
MS Teams video interview
Job Description:
We are looking for Sr. Product Manager with at least 7 years of IT experience and Financial Services/ Banking domain experience. This Product Manager must have institutional accounting and fund administration systems experience such as Geneva, InvestTran, or a similar platform.
Job Focused based on conversation with the Hiring Manager:
SEI will be going through an RFP process in updating their Fund Management account system and would like for this person to play an integral part in the buy/build/integration of the product. They currently use Geneva but any experience with an accounting engine will work. The goal is investing in an accounting engine that is best for their current environment with the usage of AI. SEI will most likely use a PWC for the assessment and then SEI will decide on the direction. This candidate will be the liaison between all 3rd parties, IT and the business at SEI.
*Similar technologies to Geneva are Investran and Investedge. Also, anyone coming from Hamilton Lane or fund administration could have this background.
Job Summary:
SEI is seeking a Product Manager. The IMS Product Manager plays a pivotal role in shaping the roadmap, strategy, and long-term vision for the Accounting Systems and Fund Administration product family within the Investment Management Services (IMS) portfolio. This role is responsible for driving product outcomes across complex accounting and investment platforms supporting alternative asset classes.
The ideal candidate brings hands-on experience with institutional accounting and fund administration systems such as Geneva, InvestTran, and related platforms, paired with a strong understanding of alternative investment operations and how these workflows span multiple technologies. This individual thrives in a fast-paced, forward-thinking product organization, collaborating closely across engineering, operations, data, and client-facing teams to deliver meaningful product innovation.
What we need from you:
• Proven experience as a Product Manager or similar role within investment management, fund administration, or financial technology
• Direct, hands-on experience working with Geneva, InvestTran, or comparable accounting and investment platforms
• Strong familiarity with alternative investments (e.g., private equity, hedge funds, private credit, real assets) and associated operational workflows
• Demonstrated ability to work effectively in a cross-functional, agile product environment
• Strong analytical and problem-solving skills with the ability to break down complex systems and processes
• Excellent communication skills, with the ability to influence and align diverse stakeholders
• A clear, well-communicated roadmap aligned to IMS strategic goals
What you will do:
• Define and own the product vision, strategy, and roadmap for IMS accounting systems and fund administration solutions
• Serve as the subject matter expert on accounting platforms (e.g., Geneva, InvestTran) and their role within alternative investment operations
• Translate complex business, operational, and regulatory requirements into clear product initiatives and prioritized backlogs
• Partner cross-functionally with Engineering, UX, Data, Operations, Compliance, and Client teams to deliver high-impact solutions
• Lead ideation, validation, and rapid prototyping of new capabilities, leveraging AI-assisted tools and emerging technologies where appropriate
• Drive discovery through customer interviews, workflow analysis, and data-driven insights to validate product direction
• Manage trade-offs between short-term delivery and long-term platform scalability
• Support go-to-market readiness, including documentation, internal enablement, and stakeholder communication
• Monitor product performance and adoption, using metrics and feedback to guide continuous improvement
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