SEI · 1 day ago
Portfolio Management Implementation Specialist
Oaks, PA
Full-time
Hybrid
Mid Level
3+ years expSEI is a leading global provider of investment processing, investment management, and investment operations solutions. They are seeking a Portfolio Management Implementation Specialist to focus on implementing Portfolio Management Experience (PME) and Moxy, overseeing project management, training, and client collaboration throughout the implementation process.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
Responsibilities
Develop and maintain the portfolio management standard implementation project plan, ensuring all partners are included and accountable for their respective areas
Establish and update portfolio management standard workflows and procedures, ensuring alignment with our standard client configuration options
Create and maintain portfolio management standard training materials and methodology, ensuring alignment with our overall SWP training program
Incorporate transformational change elements into the portfolio management conversion process, maximizing value for our clients beyond traditional outsourcing
Oversee the overall project management of the portfolio management solution implementation, including status reporting and risk/issue management
Collaborate closely with clients to communicate and align portfolio management standard workflows/procedures within their broader business environment
Execute the portfolio management training program to client users and trainers (train the trainer)
Identify and manage key change management efforts associated with the portfolio management solution
Support the testing of new portfolio management capabilities/features in conjunction with technology partners
Manage client expectations and provide regular updates throughout the conversion process, specifically regarding delivery outcomes and timeframes
Act as the market unit’s single point of contact for platform delivery and product development teams concerning portfolio management conversion efforts
Coordinate with portfolio management market unit solution lead, providing input on solution development requirements for the overall solution roadmap
Collaborate with the relationship management team to ensure a seamless hand-off to ongoing servicing relationship
Qualification
Required
3-5 years in the financial services industry; with a strong focus on portfolio management
Strong relationship management skills
Working knowledge of portfolio management theory and application
Proven project experience in managing process assessment and redesign
Deep understanding of portfolio management solutions
Strong technical proficiency and excellent communication skills
Preferred
Ability to engage employees and create/maintain a positive team culture
Ability to direct team members to meet time-sensitive processing deadlines
Objectively manage a diverse group of employees
Ability to drive excellent client service within a team
Ability to apply sound judgment and decision making skills
Manage, organize, and prioritize responsibilities
Set expectations clearly and concisely
Ability to think critically and implement ideas successfully
Benefits
Comprehensive care for your physical and mental well-being
Strong retirement plan
Tuition reimbursement
Hybrid working environment for most roles
Support for working parents
Flexible Paid Time Off (PTO)
Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
Life and disability insurance (premiums paid for base coverage)
401(k) match
Education assistance
Commuter benefits
Up to 11 paid holidays/year
21 days PTO/year pro-rated for new hires which increases over time
Paid parental leave
Back-up childcare arrangements
Paid volunteer days
Discounted stock purchase plan
Investment options
Access to thriving employee networks
Company
SEI
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.
1001-5000 employees
H1B Sponsorship
SEI has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (78)
2024 (28)
2023 (45)
2022 (70)
2021 (22)
2020 (39)
Funding
Current Stage
Public CompanyTotal Funding
unknown1981-04-03IPO
Leadership Team
Alfred West, Jr.
Founder & Chief Executive Officer
Ryan Hicke
Chief Executive Officer
Recent News
The Motley Fool
2026-01-19
2026-01-09
Company data provided by crunchbase