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Senior Transactional Attorney

SEI
Posted Jan 22
Full Time
Oaks, Pennsylvania

In the role of Senior Transactional Attorney (“Attorney”), you will be responsible for working with numerous SEI business teams and other members of the Legal, Compliance, and Corporate Development Business Unit to structure, draft, negotiate and manage the execution of commercial contracts on behalf of the SEI group of companies. You will manage various types of complex commercial arrangements (e.g. administration agreements, master services agreements, confidentiality agreements, software licenses, SaaS agreements, business process outsourcing agreements, and software development agreements) with customers and vendors to ensure consistency with SEI’s risk and governance structures, contractual commitments and regulatory compliance obligations and review the work of junior attorneys on the team.

You will work closely with internal product and operations teams, new business development teams, client relationship teams, and executives in various business and competency units to support their efforts while also ensuring such parties’ adherence to applicable standards and procedures. In addition, you will deal directly with third parties, such as clients and vendors, while representing SEI’s interests. Experience with technology transfer transactions and related issues will be a strong differentiator for potential candidates. Familiarity with the financial services industry, including experience with pooled investment vehicles and/or private banking/wealth management is a preferred qualification but not required.

What you will do:

  • Work with counterparts from other spheres within the Legal & Compliance department to share information and support broader Legal & Compliance department initiatives as well as business unit needs
  • Create/maintain contract templates used for customer relationships
  • Responsible for documenting, educating others on, and working with management to define/refine corporate standards we apply to customer contracts
  • Direct involvement in the most complex/highest risk customer relationships
  • Investigating and resolving disputes arising in connection with SEI’s relationships with clients and third party service providers;
  • Educating internal clients with respect to the positions and issues that arise during contractual negotiations;
  • Working with internal clients to solve legal, risk and business issues that arise in commercial transactions;
  • Understanding and applying regulatory changes to new and existing contracts;
  • Managing and prioritizing multiple concurrent projects;
  • Assisting with policy and procedure drafting and review.

What we need from you:

To be considered candidates must demonstrate the following to the satisfaction of SEI:

  • Experience in transactional/corporate matters
  • Ability to effectively prioritize work and business needs
  • Comfort with a dynamic, often-changing environment
  • Detail oriented, flexible and a collaborative team player
  • A high degree of multi-tasking capability
  • Strong written and verbal communication skills
  • Authorization to practice law in one or more jurisdictions within the United States.
  • Willingness to travel, if necessary.

Attributes we value:

Each member of the SEI Legal, Compliance, and Corporate Development Business Unit is expected to consistently demonstrate the following fundamental characteristics in the performance of their work responsibilities:

  • Hardworking
  • Smart
  • Effective
  • Solution-Oriented
  • Team Player
  • High Integrity/Ethics
  • Good Communicator/Listener
  • Sound Judgment
  • Dedicated to Self-Improvement
  • Self-Aware
  • Open-Minded
  • Thoughtful
  • Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/

SEI’s competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.

SEI is an Equal Opportunity Employer and so much more…

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

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