What are the responsibilities and job description for the Portfolio Management Implementation Specialist position at SEI?
We are currently seeking a dedicated and skilled Portfolio Management Implementation Specialist to join our team. This role will primarily focus on implementing Portfolio Management Experience (PME) and Moxy within a broader implementation context.
What you will do:
To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
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 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 / affirmative action 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.
What you will do:
- Standards
- Develop and maintain the portfolio management standard implementation project plan, ensuring all partners are included and accountable for their respective areas.
- Establish and update portfolio management standard workflows and procedures, ensuring alignment with our standard client configuration options.
- Create and maintain portfolio management standard training materials and methodology, ensuring alignment with our overall SWP training program.
- Incorporate transformational change elements into the portfolio management conversion process, maximizing value for our clients beyond traditional outsourcing.
- Implementations
- Oversee the overall project management of the portfolio management solution implementation, including status reporting and risk/issue management.
- Collaborate closely with clients to communicate and align portfolio management standard workflows/procedures within their broader business environment.
- Execute the portfolio management training program to client users and trainers (train the trainer).
- Identify and manage key change management efforts associated with the portfolio management solution.
- Support the testing of new portfolio management capabilities/features in conjunction with technology partners.
- Manage client expectations and provide regular updates throughout the conversion process, specifically regarding delivery outcomes and timeframes.
- Partner Coordination (related to Implementations)
- Act as the market unit’s single point of contact for platform delivery and product development teams concerning portfolio management conversion efforts.
- Coordinate with portfolio management market unit solution lead, providing input on solution development requirements for the overall solution roadmap.
- Collaborate with the relationship management team to ensure a seamless hand-off to ongoing servicing relationship.
- A minimum of 3 years in the financial services industry; with a strong focus on portfolio management
- Strong relationship management skills
- Working knowledge of portfolio management theory and application
- Proven project experience in managing process assessment and redesign
- Deep understanding of portfolio management solutions
- Strong technical proficiency and excellent communication skills
- Ability to engage employees and create/maintain a positive team culture
- Ability to direct team members to meet time-sensitive processing deadlines
- Ability to objectively manage a diverse group of employees
- Ability to drive excellent client service within a team
- Ability to apply sound judgment and decision making skills
- Ability to manage, organize, and prioritize responsibilities
- Ability to set expectations clearly and concisely
- Ability to think critically and implement ideas successfully
To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
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 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 / affirmative action 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.
