This Senior Project Manager role would suit someone with significant experience in the Wealth platform arena, with strong implementation experience, the energy and tenacity to collaborate across teams, while working closely with a variety of stakeholders (internally and within our clients) to deliver successful project outcomes.
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).
What you will do:
To lead a cross functional team to;
Pre-Sales/Pre-Project
• 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 Onboard new business
• Working with new and/or existing clients to onboard new business effective to the SEI Wealth Platform
• Co-ordinate with internal SEI teams to ensure that successful transition of the business onto the platform
• Ensuring that new business and committed project activities are in line with standard service offerings Project Methodology & Controls
• Ensuring project risk, issues, dependencies, deliverables etc are managed effectively to resolution and where necessary escalated for further action
• Ensuring appropriate governance and reporting processes in place
• Developing and managing key project documentation Project Execution
• Ensure effective testing and validation of new services to clients
• Shape and deliver client training and resolve issues to improve their usage of the services/applications
• Identifying and present solutions to potential issues that may arise over the project lifecycle
• Serve as a client advocate through regular, collaborative interactions with other SEI teams
• Working with key subject matter experts across SEI (UK & US) What we need from you:
• Deep knowledge of the Wealth and/or the Investment Management industry and supporting technologies and products
• Experience in delivering a number of complex implementation projects to transition financial assets and static data and implementing support services - within a SAS and/ or BPO environment
• Experience working across one or more Wealth Management platforms
• Adaptable working style, with a willingness to work across a span of activities during the project lifecycle in order to meet key milestones
• Demonstrated ability to evolve an implementation approach leveraging best practise thinking and client excellence
• Demonstrated ability to work effectively within a team environment
• Demonstrated ability to challenge and influence senior stakeholders
• Strong familiarity with current UK regulation and evolving themes
• Take on a leadership role within the Change team, assisting in the career development and mentoring of team members. What we would like from you:
• Strong and effective communicator (verbal and written)
• Self-starter
• Have attention to detail and a thoroughness in application across specific activities
• Strong and effective communication
• Demonstrated ability to work effectively within a team environment.
• The ability to build strong relationships with internal teams and senior stakeholders
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/ SEI's competitive advantage:
To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.
We are a technology and asset management company delivering on our promise of building brave futures ( SM) -for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer and so much more...
After over 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.
SEI Investments (Europe) Ltd ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).
