PROJECT MANAGER – (UK GWS PMO) recruitment

Business Unit Information: 

The private banking market unit within SEI seeks to partner with wealth advisory and wealth management firms to deliver services that enable the transformation of their business models. 

The PMO team is responsible for the implementation of SEI’s Global Wealth Services (GWS) for new clients, (forward-thinking Independent Wealth Advisors, Private Banks and Private Client Investment Managers (PCIMS)). They also manage significant business change projects for existing clients within the context of SEI’s Global Wealth Services.

The GWS solution is a comprehensive set of services which includes the SEI Global Wealth Platform (GWP) – (the client wealth management administration platform delivered with SEI’s operational services in an outsourced environment) and SEI Asset Management Solutions (the investment management services and client advice processes that enable wealth managers to meet client goals). 

Key Objectives of the Role:

Responsibilities:

Pre-Sales

Project Management

Ongoing Management, PMO activities:

Other:

• Keep current – (market conditions, regulation, SEI products and services, etc) and maintain ongoing and effective communication and alignment of these with client business practices. 

• Build and maintain strong relationships within the Operations Implementations, GWP Delivery teams and where appropriate senior stakeholders within SEI.

• Serve as a client advocate through regular, collaborative interactions with other SEI teams.

• Any other ad-hoc projects as required.

Best Practice:

Technical Capabilities/Skills Experience Required for the Role: