SEI Wealth Platform Transition Manager

The SEI Wealth Platform Transition Manager plays an integral role in the transition of the Advisor Market Unit's clients from the legacy platform (Trust 3000) to the SEI Wealth Platform and will play a key role in the on-boarding of new firms on the SEI Wealth Platform. This position will also be responsible for defining and building sustainable processes to ensure efficient SEI Wealth Platform client transitions, new client on-boarding, and client communications for the SEI Advisor Market.

Key responsibilities include:

* Data analysis on transition candidate firms

* Process and/or technology discovery with transition candidate (including review of existing legacy configurations)

* Coordination with Middle Office on the data cleansing for transition candidate firms

* Coordination with the Advisor Market Sales Teams in securing all required documents in preparation for client transition events

* SEI Wealth Platform firm initiation including firm user set-up and validation that the initiation tools have been executed properly. Problem resolution with the Implementation Team and Platform Delivery as necessary.

* Execution and monitoring of various client side implementation tasks, with communication to the candidate firms as necessary

* Implementation of new or enhanced services to existing clients as necessary

* Participation with the Advisor Market Solutions team on requirement definition and design walkthroughs, providing end to end client process feedback

* Assistance in the research required to develop Wealth Platform educational content

* Participation and/or management of various projects within the Transition Management Team

* Client advocate when interacting with other SEI teams

* Issue identification, research, and resolution

* Support of the Clients, Sales, and Middle Office in advance of and following client transition events

* Testing of Wealth Platform tools and processes as appropriate to support the client transition and education activities

* Conduct client and internal meetings as appropriate

The successful candidate must demonstrate:

* Effective written and verbal communication, including client and internal presentation skills

* Professionalism and leadership skills

* Client management skills

* Project management skills

* Critical thinking and problem solving skills

* Organized and detail-oriented

* Self-confident, self-motivated and willing to learn

* Action oriented with the ability to quickly deal with change

* Ability to define and build sustainable, repeatable processes

Position Requirements

* Bachelor's degree

* Minimum of 5 years of experience in a client service/management, client implementation, or project management role with direct client responsibility

* Proficiency with Microsoft Excel, Word, and PowerPoint

* Investment processing knowledge

* Knowledge of the SEI Private Trust Company processes preferred

* Knowledge of the SEI Wealth Platform functionality preferred

* Experience supporting the US Advisors preferred

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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