This is a key role within the technology team for the SEI Wealth Platform (SWP) - one of the largest UK wealth management platforms. Our platform is expanding in the UK (and US/globally) and this role plays a key part in ensuring the technical configuration of the system for UK client firms. The role has interaction with client & internal stakeholders and members of the team are trained to be subject matter experts in key areas of wealth management processing both functional and technical.
The role requires the ability to understand how the highly-configurable functionality within SWP operates and understand the business impacts of configuration changes and be able to articulate those to the business stakeholders while providing technical resources with clear instructions.
The Configuration Business Analyst for the SEI Wealth Platform is responsible for design, development and execution of the processes necessary to configure this enterprise wide, global investment processing platform. The Business Analyst will also support the following internal processes: platform design and development; platform release management; client implementation; sales due diligence. The Business Analyst is responsible for understanding the business implications of the configuration from a platform, client, and SEI Operations perspective and translation of business requirements into an appropriate configuration.
› Know and understand configurable options within assigned areas of the platform. Understand impact of configuration options across components. › Performs analysis on new platform functionality to define impact on configuration and existing CM process and documentation. Maintain documentation appropriately. › Works with Client Implementation and Release Management teams to translate business requirements into viable configurations. › Work with development project teams and Design Team with regards to functional specifications, quality assurance scripting, and product rollout. › Identify and document functional requirements necessary to maintain configuration. › Works with the CM Team to proactively recommend innovations and modifications to CM processes. › Interaction with internal clients and partners in resolution of issues. › Support development and implementations on day-to-day configuration issues. › Performs initial analysis on identified requests and coordinates resolution as appropriate. › Facilitate and coordinate meetings and workshops. › Document/communicate key decisions, open issues, case studies, workflow and functional requirements. › Manage incident tracking system to ensure all issues are being addressed within the defined SLA's. › Establish relationships within the internal business community. › Recognize areas of risk and resolve or escalate issues to CM Team Lead in a timely manner. › Work within established timelines and appropriately communicate status.
› Adhere to all relevant FCA requirements and compliance; and
Technical Capabilities/Skills & Experience Required for the Role:
› Demonstrable experience as a user, analyst, developer, or technical specialist supporting investment processing applications and/or trade date accounting applications. › SQL and database knowledge a strong plus › Experience in design, development, test, and implementation of large scale business and technology integration initiatives supporting domestic and global financial services processing applications and systems a plus. › Past experience in configuration of enterprise solutions a strong plus. › Must have proven success in the prioritization of multiple tasks, teamwork, all forms of communication, and self-motivation. › Working knowledge of global and domestic security industry legal, regulatory, and operating standards/protocols a plus. › Conflict resolution skills and the ability to escalate. › Strong business and analytical skills. › Excellent ability to manage client expectations. › Project management skills. › Excellent time management skills. › Effective negotiation skills. › Strong problem solver and proven ability to think creatively and seek optimum solutions and display a sense of urgency.
SEI is an equal opportunities employer
About the SEI Wealth PlatformSM
The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs, combined with business process expertise. With the Platform, SEI provides wealth management organizations with the infrastructure, operations, and administrative support necessary to capitalize on their strategic objectives in a constantly shifting market. The SEI Wealth Platform supports trading and transactions on 158 stock exchanges in 56 countries and 43 currencies, through the use of straight-through processing and a single operating infrastructure environment. For more information, visit: seic.com/wealthplatform.
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 March 31, 2018, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers $869 billion in hedge, private equity, mutual fund and pooled or separately managed assets, including $335 billion in assets under management and $530 billion in client assets under administration. For more information, visit seic.com.