Project Manager – Operations recruitment
Business Unit Information:
The private banking market unit within SEI seeks to partners with wealth advisory and wealth management firms to deliver services that enable the transformation of their business models.
The PMO team is responsible for supporting UK Operations with identifying, developing, and managing projects, with a focus on adhering to current regulations, mitigating risk and increasing efficiency across the unit. 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 – (the client wealth management administration platform delivered with SEI’s operational services in an outsourced environment) and the 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:
- Design and communicate an effective project plan with regards to business initiatives such as contingency planning, process re-engineering, adhering to regulatory requirements, and scoping technology needs.
Responsibilities:
Project Management
- Open communication of status of project plan, potential risk and issues to the stakeholders.
- Identify and present solutions to potential issues that may arise over the project lifecycle.
- Manage a core group of people within the UK Operations in the project to ensure day to day project activities are carried out effectively to deadlines set.
- Build effective relationships that will act as a strong spring board for future change projects.
- Proactively communicate with internal and external stakeholders on all matters that affect the delivery of quality service or project completion.
- Maintain project documentation and plan administration
- Manages department to deliver against agreed upon Service Level Agreements
- Communicates clearly and concisely in a timely fashion to stakeholders, Trust Company management and other team members
- Proven organizational, prioritization, and time management skills
- Ability to successfully manage a variety of ongoing tasks and projects
- Excellent organizational skills
Business Analyst
- Establishes plans and implementation methods which will continually improve department efficiencies, decrease risk exposure and enhance overall performance via technology, procedures, etc.
- Possesses the ability to collect and analyze complex data from multiple sources to assist in the decision-making process at the operational and/or managerial level.
- Demonstrates the ability to allocate resources, staff, and reports to provide quick evaluation and recommendations on assigned projects.
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.
- Maintenance and updating of internal systems/ data reference points in agreed format to ensure consistency and communication of relevant information within the team and ensure integrity of data.
• Any other ad-hoc projects as required.
Best Practice:
- Adhere to all relevant FSA requirements and compliance.
Technical Capabilities/Skills Experience Required for the Role:
- Ideally degree educated with significant Wealth Management or Private Banking industry experience. This should include a working knowledge of the industry dynamics, business strategies, products and operating platforms.
- Extensive project management experience within a financial services and/or outsourcing environment.
- Experience managing organisational change.
- Demonstrated ability to work effectively within a team environment.
- Proven ability to lead the assessment and redesign of business processes.
- Highly developed presentation and facilitation skills.
- The ability to be credible in communications with senior personnel.
- Proficient IT skills - all Microsoft office products and able to pick up other systems/databases easily.
- Willingness to travel.