Client Transition and Restructure Specialist

SEI1GLOBAL•Upper Providence Township, PA

About The Position

At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. The Client Transition and Restructure Specialist will report to the Institutional Transition and Restructure Manager and is responsible for project management related to new Institutional client transitions and existing Institutional client account restructures. The Client Transition and Restructure Specialist is also responsible for managing key quarterly deliverables needed to support ongoing Institutional client service activities.

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

Nice To Haves

Ability to manage multiple projects simultaneously in a fast-paced environment
Excellent communication, negotiation, critical thinking and interpersonal skills
Strong work ethic and an interest in operating as part of a client team
Proficiency in PowerPoint, Excel, Word, other Microsoft Office products, and Adobe Acrobat
Institutional asset management experience a plus
Custody experience a plus
Marketing experience a plus
Organizational skills: attention to detail, and eagerness to take initiative and accountability
Adaptability: Ability to adapt to changing client needs and market conditions.
Problem-Solving Skills: Ability to identify issues and develop effective solutions.
Time Management: Excellent time management skills to handle multiple projects simultaneously.
Customer-Centric Approach: Strong focus on meeting client needs and exceeding expectations.

Responsibilities

Participate in client transition calls and support account opening, account closing, asset movement and other related activities as needed.
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 as appropriate.
Collaborate with cross-functional teams including: SEI Private Trust Company, SEI’s Investment Management Unit, SEI Legal, Institutional Client Reporting and Institutional Technology and Operations.
Maintain a schedule of key deliverables needed to support the Institutional Quarterly Investment Review process. Work with material producers, users and compliance as needed 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 to facilitate delivery to the team
Support automation efforts to bring efficiently and leverage into the client onboarding and support process