Manage all operational functions related to SEI's institutional business
Interact with sales, relationship management and advice teams to ensure viability of solution
Oversee migration of Institutional business to custodian agnostic architecture
Oversee collateral management process for clients using derivatives
Manage transition management team responsible for onboarding assets of new clients
Establish and document policies and procedures related to Institutional operations
Act as liaison between Institutional team and all operations support teams within SEI
Establish service levels with Operations Management to ensure overall quality of client deliverables
Ensure that SEI's process supports rules and regulations as they are implemented in the marketplace, including managing relationship with internal legal and compliance functions relating to the Institutional Group's operational responsibilities
Actively participate in UK management team meetings and initiatives
Understand, communicate and resolve unique client issues along with internal Operations Management and Relationship Teams
Manage the day to day and strategic relationship with custodial service providers
Establish strategy for continuous process improvement
Participate in site visits and presentations to prospective clients when needed
Keep current on market conditions, regulation, SEI products and services, etc;
Adhere to all relevant FCA requirements and compliance; and
Any other ad-hoc projects as required.
Technical Capabilities/Skills & Experience Required for the Role:
Significant investment operations experience
Degree in finance, business, computer science or related field, or the equivalent in education and work experience
Ability to drive, manage and oversee key projects and ensure their successful and timely completion
Knowledge of the global finance markets, equity, fixed income and alternative securities preferred
Experience with OTC derivative processing and valuations helpful
Experience in risk and compliance
Strong written and oral communication skills
SEI is an equal opportunities employer
Now in its 50th year of business, SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of December 31, 2017, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers $861 billion in hedge, private equity, mutual fund and pooled or separately managed assets, including $337 billion in assets under management and $518 billion in client assets under administration. For more information, visit seic.com.
SEI Investments (Europe) Limited ("SIEL") is SEI's London based European subsidiary and is regulated by the Financial Conduct Authority.
About SEI's Institutional Group
SEI's Institutional Group is one of the first and largest global providers of outsourced investment management services. The company delivers integrated retirement, healthcare and nonprofit solutions to more than 480 clients in 13 countries. Our solutions are designed to help clients meet financial objectives, reduce business risk and fulfill their due diligence requirements through implemented strategies for the management of defined benefit plans, defined contribution plans, endowments, foundations and board-designated funds. For more information visit: seic.com/institutional-investors.