Summary:

Work with our Prospects, Clients and internal Stakeholders to define key new service offerings for the Wealth Management marketplace and be able to programme manage these into live operation and beyond. This should be based on own knowledge, industry contacts and where required, consulting firms

What you will do:

Lead efforts across the Product/Service Development Lifecycle, specifically supporting and validating;

 Ideation (Research, Industry Trends, Client/Prospect Feedback)

Concept Feasibility (Solution Fit, Scoping, Business Case, Management Buy In)

Solution Design (Packaging, Pricing, Assessing Enterprise Impact, Prototyping, Testing)

Ongoing support and competitive analysis

Contribute to defining the solution requirements to support new business events and deliver client satisfaction

Coordinate technical product development, estimates of potential profits, and release to production

Enable collaboration between internal/external stakeholders to proactively and effectively move agendas

Set expectations and manage outcomes through extensive project management

Support prospect and client agendas as needed

Manage the positioning of products vs. competitive offerings

Key input into the pricing / profitability analysis of products

Manage vendor relationships

All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training.

What we need from you:

Knowledge of the wealth management and investment processing industry

Proven ability to manage multiple agendas and achieve results

Solid Business writing skills

Excellent communication and presentation skills

Ability to make strategic decisions using data and sound judgement

Positive attitude and intellectual curiosity

Organisational and analytical skills

What we would like from you:

Experience within financial services. Private banking, mutual funds and investment advisory is preferred as is industry knowledge of private banking, asset management and investment processing.

Excellent project management, organizational and PC skills.

Process-oriented with strong attention to detail.

Ability to handle multiple tasks and projects with tight delivery schedules.

Effective written and verbal communication skills.

Responsiveness, accountability and adaptability.

Professionalism and leadership.

Critical thinking and problem-solving skills.

Self-motivated and willing to learn.

Supports a healthy team environment

Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.  Please see our website for more information.  https://www.seic.com/

SEI’s competitive advantage:

To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.

We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves.  Come build your brave future at SEI. 

SEI is an Equal Opportunity Employer and so much more…

After over 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.

SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).