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Business Lead

The Configuration Management (CM) Business Analyst collaborates with external and internal teams and is responsible for designing, customizing, and maintaining services configuration and rollout. You will work with various solution and product managers/ owners in defining and building the configuration requirements to support SEI's technical platforms (client, intermediary and operational) and processes.
These platforms and processes include:
Client platform: the technology and business processes that support SEI business units
Intermediary platform: the technology and business processes that support SEI's intermediaries (advisors, enterprise and bank)
Operational platform: the technology and business processes that supports SEI's middle office operational unit
Relationship management collaboration: any process and technology (including mobile and web) that allows the interaction between the different interested parties using SEI's platforms (operations, intermediary, relationship management and end-investor)
Enterprise Architecture: the databases, workflow, rules engines and business components that constitute SEI's leveraged Enterprise Architecture.
Integration to back office processing systems (SEI's and others)
Integration of third party portfolio management and analytic systems
You will also coordinate with CM Implementation Leads to create customized business operating model in support of the SWP client firms use of the Platform.
Ongoing configuration changes requested by the various users including client firm users.
Production issues related to CM data
SME support for respective functional component like CPM, Cash, FX, Tax etc.
Maintenance of CM data in baseline and across environments
What you'll do:
Support or participate in various simultaneous client and internal projects or initiatives
Establish relationships within the internal and external business community
Participate in project plans for each client implementation or client project in conjunction with the project management team
Interact with SWP Development and Implementation representatives in gathering business requirements and ensure that end deliverables meet original business needs.
Execute scripts for the purpose of maintaining production/implementation environments in relation to Configuration Management owned databases
Engage various internal teams as needed to support potential changes in service including development needs
Engage in automation projects as defined for efficiency within the Configuration Management team
Support the development of the project management lifecycle through standardization and continuous improvement efforts
Ensure that all interdependencies and resource needs are captured and managed
Maintain project and team artifacts. Document/communicate key decisions, open issues, case studies, workflow and functional requirements.
Effectively support status updates to SEI stakeholders and clients as needed
Proactively recommend innovations and modifications which are in compliance with industry requirements and are consistent with corporate objectives and goals to improve operational processes, systems, policies and procedures.
Perform effectively in a team environment including internal SEI teams (market units, development, operations)
Where required, train other team members
Be able to function as an individual contributor and make independent decisions where needed
Obtain professional certifications where required
Position Requirements
What you bring to the table:
Bachelor's degree in Finance, Accounting, Mathematics, Economics, IS/IT with business emphasis, or related field required
A minimum of 3 years of Project Management or Business Analysis experience in the financial services industry or wealth management
Oracle SQL skills and ability to interact with, manage, and maintain data in RDBMS oriented application.
Proficiency in MS Office Suite, including Word, Excel, Project, and/or Visio; SharePoint, Confluence a plus
SEI Wealth Platform systems knowledge is a plus
Attributes we value:
Ability to work effectively under little supervision as well as in a team environment.
Excellent collaboration, communications, negotiation, and conflict resolution skills
Organizational skills including an ability to manage multiple plans with concurrent deliverables and resource needs
Ability to think creatively and seek optimum solutions.
Ability to grasp loosely defined concepts and transforms them into tangible results and key deliverables. Strong adaptability, innovative skills, and attention to detail
Self-motivated with an ability to prioritize multiple tasks and possesses the ability to quickly deal with change
Problem solving skills. Diagnostic skills with the ability to analyze technical, business, and financial issues and options.
Ability to infer from previous examples, willingness to understand how an application is put together.
Physical Demands and Work Environment:
While performing the duties of this job, the work environment may require an individual to move around the office and from building to building which may expose the individual to weather conditions outside. The individual has to be able to sit or be stationary at a computer and use computers for extended periods of time and occasionally lift and/or move up to 20 pounds. The noise level in the environment is moderate and the individual must be able to communicate and exchange information with people in person and over the telephone and email.
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 and access to thriving employee networks.
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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