Attorney, Director – Mergers & Acquisitions and Strategic Transactions

SEI Investments Company is seeking an experienced attorney to join its Legal, Compliance, Corporate Development, and Risk Department in a Director, Mergers & Acquisitions and Strategic Transactions capacity. This role is designed for a mid-level legal professional with strong strategic transactional expertise who can deliver practical, business-oriented, effective and efficient legal services, while supporting SEI’s strategic growth initiatives. The position will work closely with the Corporate Development and Ventures teams and focus on mergers and acquisitions, joint ventures, minority investments, and other strategic transactions across SEI’s global organization. This attorney will report to the Managing Director – Corporate Governance, M&A and Strategic Transactions attorney.

Primary Duties and Responsibilities

• Support Managing Director – Corporate Governance, M&A and Strategic Transactions Attorney with respect to all aspects of domestic and international M&A, ventures, and other strategic transactions from inception to completion, including drafting and negotiating confidentiality agreements, letters of intent and term sheets, performing due diligence, drafting and negotiating definitive transaction agreements and ancillary agreements, and executing closings.
• Collaborate with cross-functional teams to execute M&A, ventures, and other strategic transactions, including teams in the Legal, Compliance, Corporate Development, Ventures and Risk Department, Corporate Development, Finance, Tax, Treasury, IT, and HR and Benefits, and coordinate with outside counsel.
• Demonstrate strong project management skills as this role will require that the attorney take on mixed legal and business responsibility for, and project management of, M&A, Ventures, and other strategic transactions.
• Assist with corporate governance matters for SEI’s suite of subsidiary businesses acquired through strategic transactions.
• The lawyer in this role will seek out challenging tasks and assignments, engage in frequent development discussions and is open to feedback.

Experience and Education

• Juris Doctor and bar admission in any U.S. state
• 4–6+ years of corporate/M&A experience

Skills and Competencies

• Strong judgment and strategic thinking
• Excellent interpersonal and communication skills
• Strong organizational skills and attention to detail
• Demonstrate critical decision-making capability and proficiency in making business-oriented and legally compliant recommendations to his or her internal clients.
• Possess the ability to manage multiple matters and effectively prioritize and multi-task to ensure that work is completed in a timely and efficient matter.
• Effectively work amid change and demonstrate willingness to shift priorities and focus.
• Ability to balance business partnership with the need to exercise independent judgment and to raise potentially sensitive or contentious issues in a timely and constructive manner.
• Ability to build relationships and trust with a variety of stakeholders.
• Knowledge of the financial services and technology industry is a plus, but not a requirement.

Attributes We Value

Each member of the SEI Legal, Compliance, Corporate Development and Risk Department 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

While the above characteristics are prerequisites for all members of the SEI Legal, Compliance, Corporate Development and Risk Department, employees who consistently demonstrate the following behaviors are able to distinguish themselves and will be recognized and rewarded, including by receiving opportunities for professional growth and career progression:

Passionate; Innovative; Impactful; A team builder; Adaptive; Inspirational; A strategic thinker; Self-starting; A positive influence

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-