Client Services Specialist III, Collective Investment Trust Officer

About the role

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Collective Investment Trust (“CIT”) team. Collective investment trusts are pooled investment vehicles, comparable to mutual funds, that are designed exclusively for use by retirement plan investors. SEI’s CIT Team is responsible for establishing and maintaining collective investment trusts under the rules of its direct regulator and standards of the Department of Labor, Internal Revenue Service and other regulatory bodies. This team works closely with internal divisions including the ITA, IFS, Compliance, Legal, etc. The CIT Team currently supports over 700 collective funds with approximately $270 Billion in AUM working with over 200 investment sub-advisors.

Responsibilities

• Act as the primary point of contact and subject matter expert within SEI for various investment manager clients, through the new business implementation and on-going service relationship
• Aid clients with executing any Collective Investment Trust (“CIT” or “Trust”) related projects or initiatives, with an emphasis on alternative assets
• Establish project plans and lead conference calls with various parties to coordinate the legal establishment, operational setup and launch of a CIT
• Strategically assist with the creation of processes or practices that will drive our business forward in an accurate and efficient manner
• Gather data and prepare and present new client product developments to Trust New Business Committee for Trust Company approval
• Manage or assist management with other CIT related projects
• Collaborate with team members to support the needs of our clients as they arise

Requirements

• BS/BA degree in business, finance or related field, or the equivalent in education and work experience
• Minimum 8 years of experience in Financial Services, Employee Benefits, Investments, or Trust Administration, is preferred
• An understanding of Geneva, Investier, Investran, and/or InvestOne is preferred
• Proficient in MS Office
• Knowledge of alternative investment products is desired
• Project management experience is preferred
• Knowledge of collective investment trusts, fund of fund operations, or other pooled investment vehicles is preferred
• Self-starter with outstanding decision making skills
• Good oral and written communications skills
• Detailed oriented and the ability to work independently or with team members to meet deadlines
• Regular and reliable attendance in accordance with position, business and/or client needs

Qualifications

• BS/BA degree in business, finance or related field, or the equivalent in education and work experience
• Minimum 8 years of experience in Financial Services, Employee Benefits, Investments, or Trust Administration, is preferred
• An understanding of Geneva, Investier, Investran, and/or InvestOne is preferred
• Proficient in MS Office
• Knowledge of alternative investment products is desired
• Project management experience is preferred
• Knowledge of collective investment trusts, fund of fund operations, or other pooled investment vehicles is preferred
• Self-starter with outstanding decision making skills
• Good oral and written communications skills
• Detailed oriented and the ability to work independently or with team members to meet deadlines
• Regular and reliable attendance in accordance with position, business and/or client needs

Skills

• Drive to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments
• Collaboration with internal and external stakeholders
• Flexibility to change with clients' needs
• Positivity and collegial approach in assisting both colleagues and clients
• Curiosity, critical thinking and attention to detail

Benefits

• Comprehensive care for your physical and mental well-being
• Strong retirement plan
• Tuition reimbursement
• A hybrid working environment for most roles
• Support for working parents
• Flexible Paid Time Off (PTO)
• Paid parental leave
• Back-up childcare arrangements
• Paid volunteer days
• A discounted stock purchase plan
• Investment options
• Access to thriving employee networks

Pay

$90,000-120,000

Schedule

Hybrid working environment for most roles

SEI’s Competitive Advantage

• Comprehensive care for your physical and mental well-being
• Strong retirement plan
• Tuition reimbursement
• A hybrid working environment for most roles
• Support for working parents
• Flexible Paid Time Off (PTO)
• Paid parental leave
• Back-up childcare arrangements
• Paid volunteer days
• A discounted stock purchase plan
• Investment options
• Access to thriving employee networks