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SEI INVESTMENTS COMPANY Head of Artificial Intelligence Orchestration in Oaks, Pennsylvania

Reference #: SEI1GLOBALR0035462EXTERNALENGLOBAL SEI is hiring a Head of AI Orchestration, responsible for orchestrating how artificial intelligence reshapes SEI's business, operating and talent models. This role focuses on moving AI from experimentation to scaled, ethical, and measurable enterprise impact by driving enterprise learning, adoption, workflow reinvention, governancebydesign, and value realization across all business units.

Operating horizontally across the firm, this leader ensures AI becomes a durable source of competitive advantage by embedding it into how SEI learns, works, decides, and grows - not just how technology is built.

This role reports into the Chief Operating Officer, with a dotted line into the Head of SEI Next. The role operates as a peer to the Chief Technology Officer (CTO) and works horizontally across Product, Technology, Operations, Risk, Compliance, all Business Units and SEI Next. This role is not embedded within a specific function because of the broad and transformative nature of the work. The role requires highly collaborative and strategic leadership, and will foster deep curiosity, challenge existing ways of operating, establish new standards, and ensure the approach to AI at SEI moves from experimentation to measurable business impact.

Success will be measured using outcomebased metrics aligned with leading industry practice, including: Revenue per employee and productivity per role Active usage of AI by employees in core workflows AI Champion program participation, training completion, and peerled impact Number of endtoend processes reimagined or eliminated Cycletime reduction from idea  production  scale Governance coverage, audit readiness, and AIrelated incident rates

  1. Enterprise AI Strategy & Direction Orchestrate the creation and maintenance of SEI's enterprise AI vision, strategy, and multiyear roadmap. Determine where AI should be applied across products, operations, and internal workflows. Establish priorities and sequencing across build, buy, partner, and whitelabel AI approaches. Facilitate the build, buy, partner decision-making forum for SEI. Continuously assess SEI's competitive AI posture relative to peers and emerging market leaders.

  2. AIEnabled Products & Business Value Partner with the Chief Technology Officer and Chief Product Officer to embed AI into clientfacing products where it drives differentiation, revenue, or retention. Serve as the enterprise orchestrator of how AI is designed, sourced, and deployed within products. Ensure AI initiatives progress from pilot to production with clear ownership, timelines, and outcomes. Hold accountability for measurable business impact (e.g., revenue growth, cost reduction, productivity gains). Establish and maintain enterpriselevel measurement frameworks for AI impact, and partner with business and functional leaders to ensure shared accountability for outcomes such as productivity, growth, learning velocity, and trust.

  3. Partnership & Ecosystem Leadership Partner closely with SEI Next and Corporate Development teams to shape and execute the firm's AI partnership and investment strategy. Orchestrate SEI's AI ecosystem, including strategic partners (e.g., Microsoft, IBM), startup portfolio companies, and emerging AI platforms. Translate partner capabilities into practical enterprise adoption and learning, avoiding isolated pilots and ensuring reuse, scale, and measurable impact.

  4. AI Governance, Risk & Compliance Enablement Lead SEI's AI governance model, ensuring responsible, secure, and compliant use of AI. Partner with Legal, Risk, Compliance, Vendor Management and Security to modernize data, AI, and intellectualproperty clauses in vendor and client agreements. Ensure AI governance enables innovation at scale while maintaining trust, transparency, audit readiness, and regulatory compliance. Establish controlled environments (pilots, sandboxes, phased releases) to test and dep oy AI safely.

  5. Operating Model & Enterprise Enablement Cocreate, evolve, and steward SEI's AI operating model in partnership with business units and functions, ensuring it is practical, adopted, and continuously improved. Set enterprise standards framework for AI tooling, models, agents, and reuse across teams. Align enterprise AI priorities, sequencing, and roadmaps in partnership with business units and functional leaders, ensuring focus, reuse, and scalable impact without constraining local innovation.

  6. Talent, Culture & AI Fluency Drive a firmwide learning mindset where AI is treated as a teammate and accelerator, not merely a tool. Champion AI literacy and adoption across SEI. Scale and evolve SEI's AI Champion program as the primary engine for peerled learning, experimentation, and enterprise adoption. Partner with People & Culture to upskill leaders and teams on applied AI use cases, and embed AI into leadership development, rolebased capability building, and evolving performance expectations. Build and retain highimpact AI, product, and applied analytics talent. Foster a culture of responsible experimentation, learning, and speed. Ensure AI fluency is broadbased across the organization, enabling leaders and employees at all levels to confidently and responsibly apply AI in their daily work - not confined to technical teams.

  7. Executive, Board & External Engagement Serve as SEI's executive voice on AI strategy internally and externally. Provide regular updates to the Executive Committee and Board on AI progress, risks, and opportunities. Ensure that SEI has the right representation in strategic partner discussions, client engagements, and industry forums as appropriate. Help to train and expand the number and range of resources available to represent SEI on AI.

We are seeking a leader who is AInative in mindset, digitally fluent in practice, and deeply human in how they lead change. This role is less about technical authority and more about curiosity, influence, learning, and orchestration at scale.

Core capabilities and experience: Demonstrated experience leading enterpriselevel change or transformation, where success depended on shifting behaviors, mindsets, and ways of working - not just deploying new technology. Strong track record of working horizontally across business units and functions, building trust, aligning priorities, and mobilizing diverse stakeholders toward shared outcomes. High degree of intellectual curiosity and comfort operating in ambiguity, with a bias toward experimentation, learning, and iteration. Deep fluency in AI concepts and applications (including generative AI, agents, and responsible AI), paired with the judgment to recognize both the power and the limits of the technology. Proven ability to translate emerging technologies into practical changes in how work gets done, how decisions are made, and how value is created.

AInative & digitalnative behaviors Personally uses AI tools and systems as part of daily work and decisionmaking, modeling the behaviors expected across the organization. Treats AI as a collaborative teammate and amplifier, not a replacement or isolated capability. Approaches learning as a continuous process and actively experiments with new tools, workflows, and ways of working.

Leadership style Highly collaborative, inclusive, and relationshipdriven, with the confidence to challenge established norms and legacy assumptions. Comfortable influencing without direct authority and enabling others to lead A

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