Portfolio Management Implementation Specialist
SEI Investments Company, Oaks, Pennsylvania, us, 19456
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.
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: 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.
What we need from you:
3-5 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
What we would like from you:
Ability to engage employees and create/maintain a positive team culture
Ability to direct team members to meet time‑sensitive processing deadlines
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
Manage, organize, and prioritize responsibilities
Set expectations clearly and conciselyAbility to think critically and implement ideas successfully
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.
#J-18808-Ljbffr
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: 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.
What we need from you:
3-5 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
What we would like from you:
Ability to engage employees and create/maintain a positive team culture
Ability to direct team members to meet time‑sensitive processing deadlines
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
Manage, organize, and prioritize responsibilities
Set expectations clearly and conciselyAbility to think critically and implement ideas successfully
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.
#J-18808-Ljbffr