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You will ensure a range of internal and client projects are delivered and completed successfully.
Assisting the Project Manager to embed Operational change within SEI culture & securing visibility to projects & initiatives which impact SEI Operating Model
Actively implement the change portfolio associated with client on boarding and client change and manage key stakeholders adhering to project methodology actively identifying and managing risks, issues, dependencies etc.
Focus on project activities associated with the business operating model and readiness ensuring that new projects and activities do not deviate from standard and supported offerings
What you'll do:
You will ensure that new business & committed change/project activities are in line with standard service offerings & meet key Operations objective – scalability, stability, Regulatory compliance, meets client demand etc
Ensure project risk, issues, dependencies and deliverables are managed effectively to resolution and where necessary escalated for further action.
Ensure key stakeholders are informed of the status of each change initiate utilising a dashboard communication process.
Capture, consolidate, and communicate the information from the Subject Matter Experts (SMEs) to the rest of the project team.
Have a thorough understanding of Front to back process flows within Financial Institutions & experience of interpreting Business needs into formal documentation.
You may also assist in identifying data quality problems and in determining options for how they will be handled.
You will play a role in testing and validation and in delivering user training and may be charged with developing and managing project documentation deliverables.
Work with Operations and other internal Stakeholders to ensure delivery
Identify and present solutions to potential issues that may arise over the project lifecycle.
Co-ordinate internal SEI teams to ensure that successful transition of all business information onto the platform is complete in a timely and accurate manner and to ensure that SEI are operationally ready to support the new business on conversation date.
Build effective client relationships during the implementation phase that will act as a strong spring board for future change projects.
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.
What you'll bring to the table:
You will ideally possess significant Wealth Management or Private Banking industry experience. This should include a working knowledge of the industry dynamics, business strategies, products and operating platforms.
Experience in managing organisational change.
Demonstrated ability to translate & implement requirements across different roles and sets of activities.
Proven ability to lead the assessment and redesign of business processes.
Strong ability to build and maintain short and long term relationships within large-scale organisations, both internally and with clients.
The ability to be credible in communications with senior personnel.
Demonstrated ability to work effectively within a team environment.
Highly developed presentation and facilitation skills.
Proficient IT skills - all Microsoft office products and able to pick up other systems/databases easily.
SEI is an equal opportunities employer and so much more...
After 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit twice a week.
SEI Investments (Europe) Limited ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).