Specialist, On-Boarding and Investor Services, CIT (HYBRID)

SEI1GLOBAL • Upper Providence Township, PA

2d • Hybrid

About The Position

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking a seasoned operations professional to join the Collective Investment Trust (CIT) Administration team. As a Specialist, you will lead complex investor on-boarding and ongoing servicing needs for CIT funds, serve as a key escalation point, and drive process improvements across the lifecycle.

Requirements

• BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent experience.
• Collective Investment Trust experience preferred.
• Minimum 8+ years of relevant experience in investor services/on-boarding, collective trust funds, client service, retirement plan administration, and/or trust/fund administration.
• Intermediate skills in Microsoft Excel (e.g., pivot tables, lookups, data validation); ability to analyze trends and reconcile exceptions.
• Proven ability to manage multiple priorities and deliverables with high accuracy, strong judgment, and consistent follow-through.
• Strong written and verbal communication skills; comfortable leading discussions with internal partners and external clients.
• Detail-oriented with the ability to work independently and collaboratively to meet deadlines in a controlled environment.
• Strong stakeholder-management mindset and commitment to client service, with experience navigating sensitive issues and escalations.

Nice To Haves

• A drive to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
• Ability to multi-task and prioritize daily workload.
• Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
• Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
• Curiosity, critical thinking and attention to detail: 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. As a specialist, you will be referred to as a subject matter expert in key areas.
• 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

• Serve as a subject matter expert for CIT investor on-boarding and related servicing functions; advise on policy, controls, and best practices.
• Own end-to-end investor on-boarding across the CIT platform, proactively identifying risks, resolving complex exceptions, and ensuring timely, accurate completion.
• Lead process and control enhancements to improve the investor experience, reduce cycle times, and strengthen operational readiness.
• Partner directly with external stakeholders (recordkeepers, advisors, consultants, plan sponsors) to answer technical questions, set expectations, and resolve escalations.
• Provide coverage for key CIT relationships and initiatives, prioritizing competing deadlines and ensuring a high-quality client experience.
• Coordinate with internal product, technology, operations, and client teams to resolve open items; drive issue triage through root-cause and remediation when needed
• Oversee daily activities for collective funds (e.g., new account openings, operational setups, and administrative support), ensuring accurate execution and clear communication with third parties and clients.
• Contribute to a continuous-improvement culture by sharing best practices, supporting cross-team initiatives, and helping develop others through informal coaching.

Benefits

• To help you stay energized, engaged and inspired, we offer a wide range of benefits including a comprehensive care for your physical and mental well-being, strong retirement plan, tuition reimbursement, hybrid working environment, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
• Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401k match, tuition reimbursement, commuter benefits, 11 paid holidays/year, 21+ days paid time off/year pro-rated, 15 days paid parental leave, discounted stock purchase plan, and investment options.
• We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level