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The Chief Information Officer will serve as the senior executive responsible for enterprise technology strategy, digital transformation, information security governance, technology operations, and the modernization of platforms that support business growth, operational resilience, client experience, and regulatory trust. In a financial services environment, this leader must balance innovation with disciplined risk management, ensuring that technology investments strengthen competitiveness while meeting the highest standards for security, compliance, availability, and data integrity.
Key Responsibilities
- Enterprise Technology Strategy: Define and execute a multi-year technology roadmap aligned to corporate strategy, growth priorities, client needs, operational efficiency, and regulatory expectations.
- Digital Transformation: Lead modernization of core platforms, applications, infrastructure, cloud capabilities, data architecture, automation, and AI-enabled business processes.
- Cybersecurity and Risk Governance: Partner with security, risk, compliance, legal, and audit leaders to maintain a strong control environment across cybersecurity, data protection, access management, incident response, business continuity, disaster recovery, and third-party technology risk.
- Operational Resilience: Ensure reliable, scalable, and secure technology services across enterprise systems, client-facing platforms, networks, infrastructure, service management, and end-user support.
- Regulatory Compliance: Oversee technology practices that support financial services regulatory obligations, including data privacy, recordkeeping, vendor oversight, operational risk, audit readiness, and governance documentation.
- Data and AI Enablement: Advance enterprise data strategy, analytics, responsible AI adoption, data governance, and decision-support capabilities while ensuring appropriate controls and ethical use of technology.
- Investment and Portfolio Management: Manage capital and operating budgets, prioritize the technology portfolio, evaluate return on investment, and ensure disciplined execution of large-scale programs.
- Vendor and Partner Management: Lead strategic technology sourcing, vendor negotiations, outsourcing relationships, cloud providers, fintech partnerships, and service-level accountability.
- Leadership and Talent Development: Build, develop, and retain a high-performing technology organization with strong succession planning, modern engineering practices, accountability, and collaboration across business lines.
- Executive and Board Communication: Present technology strategy, risk posture, transformation progress, operating metrics, and investment recommendations to executive leadership and the Board.
Required Qualifications
- A minimum of 15 years of progressive technology leadership experience, including senior executive responsibility for enterprise IT, digital transformation, infrastructure, applications, data, or cybersecurity.
- Significant experience in financial services, fintech, banking, asset management, wealth management, insurance, payments, or another highly regulated environment.
- Proven success leading enterprise-scale technology modernization, cloud migration, platform rationalization, system integration, or digital product enablement.
- Strong understanding of cybersecurity, operational resilience, business continuity, disaster recovery, technology risk, third-party risk, and regulatory compliance expectations in financial services.
- Demonstrated experience managing large technology budgets, complex vendor ecosystems, and multi-year transformation portfolios.
- Executive-level communication skills with the ability to translate complex technology, risk, and investment topics into clear business implications.
- Bachelor's degree in information technology, computer science, engineering, business, or a related field.
Preferred Qualifications
- Master's degree, MBA, or advanced technical degree.
- Relevant certifications such as CISSP, CISM, CRISC, PMP, ITIL, or cloud architecture credentials.
- Experience presenting to Boards, regulators, auditors, or governance committees.
- Experience with AI governance, modern data platforms, automation, digital client experience, and emerging financial technology ecosystems.
- Track record of leading cultural change within technology organizations, including agile delivery, product operating models, engineering excellence, and measurable business outcomes.
Leadership Competencies
- Strategic Business Partner: Connects technology decisions directly to enterprise strategy, financial performance, client outcomes, and competitive differentiation.
- Risk-Minded Innovator: Drives modernization and experimentation while maintaining rigorous security, compliance, privacy, and operational resiliency standards.
- Enterprise Influencer: Builds credibility across executive leadership, business units, technology teams, vendors, regulators, and governance stakeholders.
- Transformation Leader: Leads complex change with clarity, accountability, transparency, and measurable execution discipline.
- Talent Builder: Develops leaders, strengthens technical capability, improves team performance, and creates an inclusive culture of ownership and continuous improvement.
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, 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. The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire. 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 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. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
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