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2026 Intern - Private Banking Professional Services Intern

SEI
parental leave
United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
Mar 25, 2026

Our Internship Program provides undergraduate students with a structured and meaningful learning experience designed to prepare them for future careers and help them make informed decisions about their professional aspirations. This 10-week opportunity focuses on building foundational business knowledge while helping interns understand how to effectively operate and grow in a corporate environment.

This opportunity is part of SEI's broader professional and leadership development continuum, designed to support early career talent as they explore potential career paths. While the internship does not guarantee full-time placement, it provides meaningful exposure to SEI's culture, ways of working, and development opportunities that may support future consideration for additional early career programs.

Interns will work in a hybrid model from our corporate headquarters in Oaks, Pennsylvania.

In addition to on-the-job experience, Interns can expect to:

  • Build foundational professional skills and strengthen business, industry, and technical acumen through a weekly seminar series

  • Develop practical workplace capabilities through interactive sessions focused on how work gets done in a corporate environment

  • Participate in an ondemand summer learning plan curated by our People Development team to support business knowledge and professional development

  • Gain exposure to SEI's business, teams, and culture through handson experiences and group activities

  • Receive regular coaching and guidance through onetoone sessions with the program manager to support professional growth and career exploration

  • Connect with members of the broader SEI workforce through career story sessions and informal coffee chats

  • Build meaningful relationships with fellow interns through several events held throughout the summer

  • Receive a resume review and professional headshot to support future career opportunities

Qualities successful interns bring to SEI
  • Academic achievement in Business or Technology related fields of study such as finance, accounting, economics, marketing, computer science, or data analytics

  • Leadership involvement in university or community organizations (e.g., charities, clubs, athletic teams, honor societies)

  • A grade point average of 3.5 or above

  • General awareness of artificial intelligence (AI) concepts and an interest in learning how AI can be used responsibly and effectively in a professional work environment

  • Strong written and verbal communication skills

  • A strong work ethic and sense of accountability

  • Enthusiasm, curiosity, and active participation

  • Proactiveness and willingness to learn

  • Thoughtful risk-taking and openness to feedback

  • Professionalism, respect, and a collaborative mindset

Private Banking Professional Services Overview

SEI's Professional Services team is focused on transforming businesses through tailored, data-driven strategies and hands-on execution. Offerings are aimed to enhance our clients' operation, compliance, technology

infrastructure, and customer experience, ultimately contributing to the company's growth and success in the financial service industry.

Professional Services Internship
  • Support client account initiatives by assisting with the coordination of ongoing activities and deliverables

  • Assist in planning and organizing workstreams, including gathering inputs, tracking progress, and supporting timelines for professional services initiatives

  • Act as a technofunctional liaison, helping bridge business needs with technology considerations such as system integration and cloud data concept

  • Conduct industry and background research to inform project planning, client discussions, and internal decisionmaking

  • Help prepare projectrelated presentations, status updates, and reports for internal teams and client engagements

  • Support new business initiatives by coordinating inputs and materials for the Private Banking Professional Services team

  • Coordinate across technology teams, sales, and relationship management to support aligned project execution

  • Act as a point of support for internal stakeholders by facilitating communication and followups related to ongoing initiatives

  • Support clear communication and followups across stakeholders to enable smooth project execution

  • Contribute to a collaborative, crossfunctional delivery environment focused on client outcomes

Criteria
  • Bachelor's degree in Business, or in a related field

  • Cumulative GPA of 3.5 or higher

  • Interest or foundational knowledge in the Banking and Finance domain

  • Basic understanding of technology concepts, including system integration, cloud data, and emerging technologies such as AI, as applied to professional services and project delivery

  • Excellent communication and interpersonal skills

  • Action oriented, with the ability to quickly deal with change

  • Strong project management fundamentals, including organization, prioritization, and attention to detail

  • Self driven and results oriented, with a proactive approach to ownership and follow through

  • Demonstrated potential to grow into a delivery focused, outcome oriented leader in a professional services environment

  • Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun

Our Story:

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 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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