Institutional Transition and Restructure Specialist at SEI

Oaks, Pennsylvania, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, Financial ServicesIndustries

Requirements

Minimum of 3-5 years investment industry experience
2 years project management experience
Ability to obtain SIE, Series 7, and 63 licenses post-hire
Proficiency in PowerPoint, Excel, Word, and Adobe Acrobat

Responsibilities

Report to the Institutional Transition and Restructure Manager
Manage project management related to new client transitions and existing client account restructures
Manage key quarterly deliverables needed to support ongoing client service activities
Participate in client transition calls and support account opening, account closing, asset movement, and other related activities
Participate in existing client strategy sessions to understand needs and objectives of account restructures
Identify the best path to execution
Build and manage project plans and communicate progress to stakeholders
Collaborate with cross-functional teams
Maintain a schedule of key deliverables needed to support the Institutional Quarterly Investment Review process
Work with material producers, users, and compliance to facilitate on-time delivery of all materials
Drive changes in workflows, enhance team collaboration, and eliminate barriers to productivity
Refine, document, and follow written procedures related to recurring customized client deliverables
Format materials in PowerPoint and Adobe Acrobat and post to SharePoint
Support automation efforts to bring efficiency to the client onboarding and support process

Skills

Key technologies and capabilities for this role

Project ManagementPowerPointAdobe AcrobatSharePointClient OnboardingAsset ManagementWorkflow OptimizationCross-Functional CollaborationStakeholder CommunicationInvestment Review

Questions & Answers

Common questions about this position

What experience is required for the Institutional Transition and Restructure Specialist role?

A minimum of 3-5 years of investment industry experience and 2 years of project management experience are required, along with the ability to obtain SIE, Series 7, and 63 licenses post-hire.

Is this a remote position, or what's the work arrangement?

SEI offers a hybrid working environment for most roles.

What benefits does SEI offer?

SEI provides a wide range of benefits including comprehensive care for physical and mental well-being, a strong retirement plan, and tuition reimbursement.

What skills or attributes make a strong candidate for this position?

Strong candidates demonstrate organizational skills with attention to detail, adaptability to changing needs, problem-solving abilities, excellent time management for multiple projects, and a customer-centric approach.

What preferred skills or experiences are highlighted for this role?

Preferred qualifications include the ability to manage multiple projects in a fast-paced environment, excellent communication and interpersonal skills, proficiency in PowerPoint, Excel, Word, Adobe Acrobat, and plus experiences in institutional asset management, custody, or marketing.

SEI

Business and technology management consulting firm

About SEI

SEI provides consulting services focused on business and technology management. The firm works with clients to implement customized solutions and manage critical projects, particularly in sectors like healthcare. SEI's consultants collaborate closely with clients to tackle urgent and complex challenges, ensuring that each solution is specifically designed to meet the client's needs. Unlike many competitors, SEI is employee-owned, which fosters a strong commitment to client success and service quality. The company's goal is to enhance organizational performance through effective technology use and strategic planning, while also expanding its presence in various locations, including a new office in Charlotte.

Cincinnati, OhioHeadquarters

1992Year Founded

$705.3KTotal Funding

EARLY_VCCompany Stage

Consulting, Enterprise SoftwareIndustries

501-1,000Employees

Benefits

Flexible Work Hours

Remote Work Options

Risks

Increased competition from AI-adopting firms challenges SEI's market position.

Economic uncertainties may reduce budgets for consulting services, impacting SEI's revenue.

Rapid technological changes require continuous adaptation, straining SEI's resources.

Differentiation

SEI is employee-owned, enhancing commitment and service quality.

SEI offers tailored solutions, ensuring client-specific business and technology strategies.

SEI has a strong presence in multiple locations, including a new Charlotte office.

Upsides

SEI benefits from increased demand for digital transformation consulting post-pandemic.

Growing interest in employee-owned models boosts SEI's employee engagement and retention.

SEI's partnership with Canoe enhances its alternative investment data management capabilities.

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