Hybrid Director, AIFS Investor Services presso SEI
SEI · USA - Denver, Estados Unidos Da América · Hybrid
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Sponsorizzato da DesignlabThe Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds Investor Services Team. Our primary goal is to provide exceptional customer service and administration servicing for our clients’ assigned hedge and private equity funds.
What you will do:
Client Management
Establish, implement and oversee controls and procedures that are designed to ensure that services and deliverables to clients are provided accurately and timely.
Ensure the overall quality and delivery of services in accordance with client-specific service model and in accordance with client requirements.
Manage the issue resolution process on a timely basis with appropriate documentation and communication.
Operational Oversight
Maintain strong and professional working relationships with all internal and external parties including clients, external audit firms, internal operations management team, internal audit, relationship managers, regulatory bodies, vendors and product/solutions team.
Ensure adherence to regulatory services such as AML, Privacy and FATCA/CRS.
Ensure staffing requirements are met by assessing resource requirements, maintaining statistical data and managing the hiring process.
Streamline internal procedures/controls by identifying risk areas and service gaps, documenting proposed workflows, implementing/training staff.
Departmental Leadership
Strictly enforce established departmental procedures and controls and maintain a zero tolerance for error.
Develop, track, and report on key metrics and business drivers.
Develop and implement new policies specific to department and administer existing company and departmental policies.
Provide strategic and tactical management to Investor Services management teams and operations.
Provide and foster team environment to include individual development, promotions and disciplinary action.
Serve as an escalation point for staff and relationship teams.
Direct and assist with the facilitation of on-boarding of new and converted clients by gathering client requirements, submitting custom requests to the Solutions team, and communicating key deliverables to manager.
Work with the Solutions team to drive technology enhancements by identifying technology gaps, documenting technical requirements, researching potential solutions, and implementing new systems.
Assist with the ongoing development of service capabilities for the alternative investment product offering in pace with industry demands.
Administrative Oversight
Work closely with Legal and Compliance departments on unique challenges.
Provide oversight, assistance and serve as a contact with internal and external auditors and regulatory bodies for testing, reporting and audits.
Review and approve drafts of internal and external documents including subscription documents, service agreement, and contracts.
Review and approve Investor Service specific pieces of cost models for prospects and existing client fund launches.
Identify, interpret, apply and communicate compliance and industry rules and regulations.
Sales Support
Support New Business Development by providing assistance with prospect calls, visits, and presentations.
Write and coordinate investor services related responses to RFPs and RFIs.
We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career.
What we need from you:
BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience.
Minimum of 10 years experience in in investor relations, compliance, accounting or a related discipline.
Minimum 5 of years experience supervisory or management experience.
Experience working with AML and investor servicing related activities strongly preferred.
Experience in managing projects or production schedules related to client on-boarding
Experience supervising and managing a team of individuals responsible for producing daily deliverables
Strong skills in Microsoft Excel.
The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality.
Ability to produce high quality work and strong attention to detail.
Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.
Strong customer service skills as you will be communicating daily with internal and external clients and other service providers.
Excellent interpersonal, communication and customer service skills
Strong aptitude for numbers.
Ability to work under pressure.
What we would like from you:
A drive to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy
Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
Curiosity, critical thinking and attention to detail: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
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/
Compensation:
The base salary pay for this role is $116,000 - $XXX,XXX per year. This position will also be eligible to earn a discretionary bonus each year, subject to company approval.
SEI will be accepting applications for this job on an ongoing basis and there is no deadline to apply.
Benefits:
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401k match, tuition reimbursement, commuter benefits, 11 paid holidays/year, 21+ days paid time off/year pro-rated, 15 days paid parental leave, discounted stock purchase plan, and investment options.
SEI’s competitive advantage:
To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include 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, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
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 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 offices encompass 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.
