Senior Project Manager, SMA & Technical Operations

SEI•Upper Providence Township, PA

5d•Onsite

About The Position

The Investment Manager Services (IMS) Division at SEI is experiencing rapid growth and is expanding its Managed Accounts team. Our mission is to deliver the highest standards of service and account management to our clients within IMS. This role will collaborate across managed accounts teams, including trading, client service, account administration, portfolio administration, reconciliation, and security master. Key responsibilities include managing and developing processes leveraging Microsoft Power, Python, SQL, and VBA. The role involves close interaction across operational teams, requiring a deep understanding of each group's processes, their interconnections, and the ability to troubleshoot and resolve issues. Additionally, this role focuses on identifying, designing, and implementing new procedures and solutions to enhance efficiency.

Requirements

BS/BA degree in computer science, accounting, finance, business or related field, or the equivalent in education and work experience
Minimum of 8 years of experience identifying and building efficient solutions, preferably in an investment environment
Proficiency with Microsoft Power Platform (Automate, Dataverse), SharePoint, Python, SQL, VBA
Detail oriented
Team Player
Flexible and adaptable to various product deliverables
Ability to work effectively under pressure
Takes initiative and ownership of assigned responsibilities
Skilled in identifying and resolving or escalating problems
Excellent interpersonal and customer service skills
Strong oral and written communication skills
Strong organizational skills
Able to quickly analyze issues and take appropriate action under tight time constraints
Comfortable working in an open floor environment

Nice To Haves

Proficiency with Alteryx, Jira and Confluence
A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry.
Must have entrepreneurial spirit and willingness to take on additional responsibility.
Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
Positivity and genuine interest in assisting both colleagues and clients.
Curiosity and critical thinking: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
Regular and reliable attendance in accordance with position, business and/or client needs.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/

Responsibilities

Act as the primary point of contact for all technical processes, ensuring seamless communication and issue resolution
Represent SEI professionally while confidently demonstrating command and knowledge when interacting with external clients and vendors
Monitor and verify that all established processes function effectively, addressing issues promptly
Collaborate closely with SMA operations teams, maintaining professional and precise communication via email and in person
Support the development and documentation of technical processes and controls, contributing to process improvements and enhancements.