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

• 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 facilitatelees 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 customised client deliverables.
• Format materials in PowerPoint and Adobe Acrobat and post to SharePoint to facilitate delivery to the team.
• Support automation efforts to bring efficiency and leverage into the client onboarding and support process.

• Minimum of 3-5 years investment industry experience.
• 2 years project management experience.
• Ability to obtain SIE, Series 7, and 63 licenses post-hire.

• Ability to manage multiple projects simultaneously in a fast‑paced environment.
• Excellent communication, negotiation, critical thinking and interpersonal skills.
• Strong work ethic and an interest in operating as part of a client team.
• Proficiency in PowerPoint, Excel, Word, other Microsoft Office products, and Adobe Acrobat.
• Institutional asset management experience a plus.
• Custody experience a plus.
• Marketing experience a plus.

• Organizational skills: attention to propositional detail, and eagerness to take initiative and accountability.
• Adaptability: Ability to adapt to changing client needs and market conditions.
• Problem‑Solving
  
  Skills:
  
  Ability to identify issues and develop effective solutions.
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• Time Management: Excellent time management skills to handle multiple projects simultaneously.
• Customer‑Centric Approach: Strong focus on meeting client needs and exceeding expectations.

After over 50 years in business, SEI remains­ter global provider of investment processing, investment management and investment operation 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 within our workforce. We recognise that our people are our most valuable asset

Mobility. At SEI, we’re (literally) invested in your success. We offer employees paid parental leave, backup 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, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status or any other characteristic പറ protected by law.

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.