Portfolio Management Implementation Specialist

SEI1GLOBAL • Upper Providence Township, PA

1d

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.
We are currently seeking a dedicated and skilled Portfolio Management Implementation Specialist to join our team. This role will primarily focus on implementing Portfolio Management Experience (PME) and Moxy within a broader implementation context.

Requirements

• 3-5 years in the financial services industry; with a strong focus on portfolio management
• Strong relationship management skills
• Working knowledge of portfolio management theory and application
• Proven project experience in managing process assessment and redesign
• Deep understanding of portfolio management solutions
• Strong technical proficiency and excellent communication skills

Nice To Haves

• Ability to engage employees and create/maintain a positive team culture
• Ability to direct team members to meet time-sensitive processing deadlines
• Objectively manage a diverse group of employees
• Ability to drive excellent client service within a team
• Ability to apply sound judgment and decision making skills
• Manage, organize, and prioritize responsibilities
• Set expectations clearly and concisely
• Ability to think critically and implement ideas successfully

Responsibilities

• Develop and maintain the portfolio management standard implementation project plan, ensuring all partners are included and accountable for their respective areas.
• Establish and update portfolio management standard workflows and procedures, ensuring alignment with our standard client configuration options.
• Create and maintain portfolio management standard training materials and methodology, ensuring alignment with our overall SWP training program.
• Incorporate transformational change elements into the portfolio management conversion process, maximizing value for our clients beyond traditional outsourcing.
• Oversee the overall project management of the portfolio management solution implementation, including status reporting and risk/issue management.
• Collaborate closely with clients to communicate and align portfolio management standard workflows/procedures within their broader business environment.
• Execute the portfolio management training program to client users and trainers (train the trainer).
• Identify and manage key change management efforts associated with the portfolio management solution.
• Support the testing of new portfolio management capabilities/features in conjunction with technology partners.
• Manage client expectations and provide regular updates throughout the conversion process, specifically regarding delivery outcomes and timeframes.
• Act as the market unit’s single point of contact for platform delivery and product development teams concerning portfolio management conversion efforts.
• Coordinate with portfolio management market unit solution lead, providing input on solution development requirements for the overall solution roadmap.
• Collaborate with the relationship management team to ensure a seamless hand-off to ongoing servicing relationship.

Benefits

• paid parental leave
• back-up childcare arrangements
• paid volunteer days
• education assistance
• access to thriving employee networks

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed