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Project Management of various projects involving transition of clients business to SWP, delivery of existing client projects & operating model / regulatory projects.
Management and ongoing support of clients in their business change initiatives and usage of SWP.
Management and ongoing support of strategic and operational projects
Assist the technical sales in mapping out prospective clients' business models to align them to SWP and define the implementation project approach.
Represent the Change team in meetings with prospective clients explaining how the team works within the context of SEI and ongoing client relationships.
Estimating costs and effort to deliver projects to ensure commercial viability
Design and communicate an effective project plan
Identify and present solutions to potential issues that may arise over the project lifecycle.
Manage a core group of people within the Client Change team in the project to ensure day-to-day project activities are carried out effectively to defined deadlines.
Open communication and management of project status, potential risks and issues to the client and SEI.
Update and keep senior stakeholders (SEI and Client) informed of progress on client implementations, client projects and internal projects. Coordinate and lead internal and joint steering committee meetings.
Build effective client relationships during the project phase
Oversight and management of all tasks associated with projects
Manage significant projects for existing clients (non-implementations)
Manage significant operational and strategic change projects/programs of work.
Ongoing Management, Client Change activities
Assist with client training and issue resolution to improve their usage of the services/applications.
Identify future sales opportunities with clients where business needs align with SEI Services.
Communicate ongoing client requirements to relevant internal SEI teams.
Assist Client Relationship Manager or Director (RM/RD) with technical and strategic business initiatives to ensure long term requirements are consistently aligned with SEI's future solutions.
Maintain Client Change template documentation to be in line with latest service offerings and release logic.
Take on a leadership role within the Change team, assisting in the career development and mentoring of team members.
Keep current – (market conditions, regulation, SEI products and services, etc) and maintain ongoing and effective communication and alignment of these with client business practices.
Build and maintain strong relationships within the Operations Implementations, SWP Delivery teams and where appropriate senior stakeholders within SEI.
Serve as a client advocate through regular, collaborative interactions with other SEI teams.
Any other ad-hoc projects as required
Adhere to all relevant FCA requirements and compliance.
Technical Capabilities/Skills & Experience Required for the Role:
Ideally degree educated (or equivalent) with significant Wealth Management or Private Banking industry experience. This should include a working knowledge of the industry dynamics, business strategies, products and operating platforms.
Extensive project management experience within a financial services and/or outsourcing environment.
Strong ability to build and maintain short and long term relationships within large-scale organisations, both internally and with clients.
Experience managing organisational change.
Demonstrated ability to work effectively within a team environment.
Proven ability to lead the assessment and redesign of business processes.
Highly developed presentation and facilitation skills.
The ability to be credible in communications with senior personnel.
Proficient IT skills - all Microsoft office products and able to pick up other systems/databases easily.
SEI is an equal opportunities employer
About the SEI Wealth PlatformSM and the Change Team
The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs, combined with business process expertise. With the Platform, SEI provides wealth management organizations with the infrastructure, operations, and administrative support necessary to capitalize on their strategic objectives in a constantly shifting market. The SEI Wealth Platform supports trading and transactions on 104 stock exchanges in 45 countries and 33 currencies, through the use of straight-through processing and a single operating infrastructure environment.
The private banking market unit within SEI seeks to partner with wealth advisory and wealth management firms to deliver services that enable the transformation of their business models.
The Change team is responsible for the implementation of the SEI Wealth Platform (SWP) for new clients, (forward-thinking Independent Wealth Advisors, Private Banks and Private Client Investment Managers (PCIMS)). They also manage significant business change projects for existing clients as well as manage internal change processes across the business units. The SWP solution is a comprehensive set of services which includes the SEI Wealth Platform (SWP) – (the client wealth management administration platform delivered with SEI's operational services in an outsourced environment) and SEI Asset Management Solutions (the investment management services and client advice processes that enable wealth managers to meet client goals).
SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of December 31, 2015, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $670 billion in mutual fund and pooled or separately managed assets, including $262 billion in assets under management and $408 billion in client assets under administration. For more information, visit seic.com.