Product Manager/Product Support - Trading and Model Management at SEI in Oaks, Pennsylvania
Posted in Other 30+ days ago.
Job Description:
When you step into SEI - anywhere in the world - you know you're not inside a traditional financial services company. We have no offices. Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personal and professional growth. We are a place to inspire your work, build your voice,and grow your community. We're different. And we're proud of it.
SEI currently works with over 7,500 independent advisors throughout the U.S and manages approximately $64B in assets. The Independent Advisor Solutions Group is the premier provider of wealth platform solutions to independent advisors focusing on private clients. SEI also provides Advisors the benefit of our industry leading Practice Management Services to assist Advisors in the growth and management of their business.
The Independent Advisor Solutions Group has an immediate opening for a strong leader to assume a role on the Trading and Model Management Team. The Trading and Model Management team is responsible for defining the solution strategy for the Trading and Model Management interaction for Advisors and Investors as well as internal stakeholders. This individual will work closely with the technical teams as well as internal stakeholders to develop and validate the solution strategy, as well as support both services for Sales and Service. Collaboration with teams such as SPTC Middle Office, Advisor Network's Sales, internal/external development partners, as well as clients will be critical for the success of this role.
What you'll do:
- Leadin the definition of requirements, delivery of features, and rollout with a focus on resolving existing system issues and enhancing existingprocesses/procedures ones. Job functions include:
- Responsiblefor prioritizing existing production issues for resolution
- Lead in requirement discussions with development teams
- Conductin user validation sessions
- Participatein all development planning sessions and demos
- Managingthe product support for the trading and model management product. Jobfunctions include:
- Productsupport for sales and service for technical questions and issues
- Supportsthe feedback process from clients /sales /service for enhancements
- P1escalation point for Triage on Solution decisions
- Responsiblefor UAT and rollout of new releases coordination with Middle Office
- Provideanalytics on issue tracking, resolutions, etc.
- Abilityto own and manage product plans prioritizes product features, understandthe competition in the Advisor Solutions space, and support the rollout of the product to clients.
- Ability to work closely with internal and external development partners usingAgile Development methodology
- Define and test business requirements for the features defined
- Keep the supply chain delivering consistent value
- Collaborate with clients and applicable SEIteams (Sales, Business Transition, Middle Office, Back Office, Technology Services and various Business Services) to confirm business needs
- Participate in client meetings/calls as needed to support rollout or future feature needs for the product
- Participate in client conferences
What you bring to the table: |
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Physical Demands and Work Environment: While performing the duties of this job, individual may be required to move around the office and from building to building. This may expose the individual to weather conditions outside. The individual has to be able to be stationary at a computer for extended periods of time and occasionally lift and/or move up to 20 pounds. Our office is an open environment. The individual must be able to successfully work in an open environment with a moderate noise level. SEI is an Equal Opportunity Employer and so much more... After over 50 years in business, SEI remains 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. 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. |
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