Institutional Transition and Restructure Specialist

Institutional Transition And Restructure Specialist

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 Institutional Transition and Restructure Specialist will report to the Institutional Transition and Restructure Manager and is responsible for project management related to new client transitions and existing client account restructures. The Institutional Transition and Restructure Specialist is also responsible for managing key quarterly deliverables needed to support ongoing client service activities.

What You Will Do :

• Participate in client transition calls and support account opening, account closing, asset movement and other related activities as needed.
• Participate in existing client strategy sessions to understand needs and objectives of account restructures. Identify the best path to execution. Build and manage project plans and communicate progress to stakeholders as appropriate.
• Collaborate with cross-functional teams including : SEI Private Trust Company, SEI's Investment Management Unit, SEI Legal, Institutional Client Reporting and Institutional Technology and Operations.
• Maintain a schedule of key deliverables needed to support the Institutional Quarterly Investment Review process. Work with material producers, users and compliance as needed to facilitate on-time delivery of all materials.
• Drive changes in workflows, enhance team collaboration, and eliminate barriers to productivity. Refine, document and follow written procedures related to recurring customized client deliverables.
• Format materials in PowerPoint and Adobe Acrobat and post to SharePoint to facilitate delivery to the team.
• Support automation efforts to bring efficiently and leverage into the client onboarding and support process.

What We Need From You :

What We Would Like From You :

Attributes We Value :

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.