Portfolio Management Service Team Professional

SEI • Upper Providence Township, PA

3d • Hybrid

About The Position

Private Banking is seeking an enthusiastic, self-motivated individual to join the Portfolio Management Services Team. The Portfolio Management Service Team is a highly-coveted group of quick-thinking, problem solving individuals within SEI that set a high bar of superior customer service and project management within the US Private Banking Business. SEI is a technology and asset management company delivering on its promise of building brave futures (SM)—for its clients, its communities, and ourselves. After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting its experience within financial services and financial technology, its offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in its workforce. SEI recognizes that its people are its most valuable asset and that a healthy, happy, and motivated workforce is key to its continued growth. At SEI, the company is invested in employee success, offering various benefits and support. SEI is an equal opportunity employer and operates on principles of openness, integrity, innovation, collaboration and work-life balance.

Requirements

• Minimum of 5+ years’ experience in the Financial Industry
• Industry knowledge of portfolio management trading and workflows

Nice To Haves

• Strong relationship management skills
• Strong technical proficiency and communication skills
• Strong time management skills
• Ability to work well under pressure
• Ability to concurrently perform multiple tasks and prioritize appropriately
• Ability to be flexible and adapt to role and organizational changes
• Patience
• Experience in Advent Moxy /Axys Products
• Experience in SEI systems including PME, SEI Wealth Platform and Trust 3000
• Microsoft Office Suite of products
• SQL or Enterprise Manager

Responsibilities

• Supporting client suite of Portfolio Management Products
• Incorporating workflows, procedures and outputs that will serve as the base offering for our clients
• Troubleshooting clients questions regarding portfolio management functionality
• Resolve time-critical trading, reporting and day to day trading activities
• Training and Documentation of Procedures
• Coordinating communication with external and internal partners to ensure consistent and efficient support for platform delivery and product development teams related to the clients portfolio management needs

Benefits

• Comprehensive care for your physical and mental well-being
• Strong retirement plan
• Tuition reimbursement
• Hybrid working environment for most roles
• Support for working parents
• Flexible Paid Time Off (PTO)
• 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-rated for new hires which increases over time
• Paid parental leave
• Back-up childcare arrangements
• Paid volunteer days
• Discounted stock purchase plan
• Investment options
• Access to thriving employee networks

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees