Specialist II, Collective Investment Trust New Business Implementation, Alternative CITs

Implementation Specialist For Alternative Cits

At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Collective Investment Trust ("CIT") team.

Collective investment trusts are pooled investment vehicles, comparable to mutual funds, that are designed exclusively for use by retirement plan investors. SEI's CIT Team is responsible for establishing and maintaining collective investment trusts under the rules of its direct regulator and standards of the Department of Labor, Internal Revenue Service and other regulatory bodies. This team works closely with internal divisions including the ITA, IFS, Compliance, Legal, etc. The CIT Team currently supports over 700 collective funds with approximately $250 Billion in AUM working with over 200 investment sub-advisors.

As an Implementation Specialist for Alternative CITs you will be responsible for supporting client relationships, managing projects, and ensuring the successful completion of the administrative servicing requirements for various Collective Investment Trusts that have significant exposure to alternative asset classes. This will include direct engagement in product development discussions involving SEI, investment manager clients, and other key stakeholders to develop and implement appropriate solutions for this segment of the CIT and retirement market, as alternative managers seek to find innovative opportunities to offer alternative asset classes in the 401(k) space.

What you will do :

• Act as the primary point of contact and subject matter expert within SEI for various investment manager clients, specializing in alternative asset classes, through the new business implementation and on-going service relationship
• Assist clients with executing any Collective Investment Trust ("CIT" or "Trust") related projects or initiatives, with an emphasis on alternative assets
• Establish project plans and lead conference calls with various parties to coordinate the legal establishment, operational setup and launch of a CIT
• Strategically assist with the creation of processes or practices that will drive our business forward in an accurate and efficient manner.
• Gather data and prepare and present new client product developments to Trust New Business Committee for Trust Company approval
• Manage or assist management with other CIT related projects
• Collaborate with team members to support the needs of our clients as they arise.
• We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career.

What we need from you :

What we would like from you :

SEI is an Equal Opportunity Employer and so much more

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

AI Acceptable Use in the application and interview process :

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and / or interview process, please ensure you have reviewed and adhere to our AI use guidelines.