Business Readiness Professional

The Project Management Office is accountable for the success of all implementation and conversion activities within the US Private Banking Wealth Platform Business. The PMO provides standardized project management, consulting, queue management, project execution, specialized product support (SMEs), and communication to the SEI organization. This role's responsibilities are expressed in 3 parts, standards, implementations and partnerships.
What you'll do:
'Ensure that all business readiness project work is conducted in adherence with PMO Standards.
'Recommend improvements to standards based upon project lessons learned.
'Contribute to the establishment of readiness 'metrics' standards ? criteria that support go/ no go decisions and will be tailored for each client conversion.
'Serve as SEI Wealth Platform subject matter expert for operational, middle & front office workflows/procedures development.
'Assist client to identify and make policy decisions, determine post-conversion organization structure, and assess the impact of decisions on client business.
'Assist client with analysis and the development of workflows and procedures for the activities that will continue to be the responsibility of the client.
'Evaluate effectiveness & success of testing in Model Office environment and during Dress Rehearsals.
'Coordinate with the SPTC to ensure clear understanding of roles and responsibilities between SPTC and the client.
'Analyze, with the Data Conversion and Configuration lead, processing exception requirements and identify necessary changes to the operating model and the impact of those changes.
'Coordination with appropriate market unit solution lead, cultivating solution development requirements into the overall solution roadmap.
'Partnership with relationship management team to ensure clean hand-off to ongoing servicing relationship.
Position Requirements
What you bring to the table:
'Minimum 2 years; Prefer 4+ work years
'Proven understanding of the financial services industry products and solutions
'Positive relationship management skills with client project teams
'Conversion project experience
'Knowledge of SPTC operations or specialty products.
'Strong technical proficiency and presentation skills
Attributes we value:
Excellent communication, adaptability and client commitment.
SEI is an Equal Opportunity Employer and so much more?
Now in its 50th year, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses 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, access to thriving employee networks and an opportunity to become an elite ping-pong player during break periods.
SEI is an equal opportunity / affirmative action 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.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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