Business Lead - Platform Delivery

  • Competitive Salary Offered
  • London, England, United Kingdom
  • Permanent, Full time
  • SEI Investments (Europe) Ltd.
  • 19 Sep 16

This role reports to the Plaform Delivery Team Lead and a key obective of the role is to support the SEI Wealth Platform new firm implementation projects by analysing, documenting and delivering the transformation of the firms technical and business operating model onto SWP. Antother key objective of the role is to support existing client change agendas by working with SEI client service, change management, solutions and operations teams to deliver changes to existing SWP services and/or help implement new services

Key objectives of the role:

  • To Support SEI Wealth Platform new firm implementation projects by analysing, documenting and delivering the transformation of the firms technical and business operating model onto SWP.
  • Support existing client change agendas by working with SEI client service, change management, solutions  and operations teams to deliver changes to existing SWP services and/or help implement new services


Responsibilities include (but are not limited to):

  • Assist clients with data transformation and system integration process
  • New Client Implementation Execution
  • New Business Implementation for existing clients requiring Data Conversion or Configuration
  • Develop Implementation processes for executing multiple implementations in parallel
  • Develop processes for new client implementation profiling
  • Develop processes for New Client Data Conversion
  • Assist clients with data transformation and system integration process
  • New Client Implementation Execution
  • New Business Implementation for existing clients requiring Data Conversion or Configuration
  • Participate in Data Conversion Trials
  • Testing coordination with QA team
  • Execution of Mergers and Acquisitions projects for existing clients
  • Work with stakeholders to Manage and Execute “Platform Acceptance”
  • Work with Sales and Solution team for Pre-Sales support
  • Interface with vendors and service providers to ensure efficient delivery of products and services
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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 FCA requirements and compliance
     

Technical Capabilities/Skills & Experience Required for the Role:

  • Extensive experience in design, development, test, and implementation of large scale business and technology integration initiatives supporting domestic and global investment processing services applications and systems.
  • Demonstrable experience in development and implementation of investment processing software applications including preferably 3-4 years of experience with the SEI Wealth Platform.
  • Extensive experience in large-scale implementation projects requiring data conversions, configuration and third party software integration.
  • Must have proven success in the prioritization of multiple tasks, interface among multiple project personnel, assessing risk, all forms of communication, and self and team motivation.
  • Must have working experience in a matrix organization with distributed teams.
  • Must have hands-on experience as Business Lead or QA Lead.
  • Must have proven success in managing delivery/implementation team.
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About SEI

SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of December 31, 2015, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $670 billion in mutual fund and pooled or separately managed assets, including $262 billion in assets under management and $408 billion in client assets under administration. For more information, visit seic.com.

About the SEI Wealth PlatformSM

The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs, combined with business process expertise. With the Platform, SEI provides wealth management organizations with the infrastructure, operations, and administrative support necessary to capitalize on their strategic objectives in a constantly shifting market. The SEI Wealth Platform supports trading and transactions on 104 stock exchanges in 45 countries and 33 currencies, through the use of straight-through processing and a single operating infrastructure environment.