The SEI Investment Manager Services is seeking a Director for its newly established transfer agency for alternative products. In this role, the director will support the growth and success of the newly established business by planning and executing on implementing best in class operational processes. You will work across the market unit and the existing transfer agency operations to drive alignment with sales and operations bringing this unifying solution to both new and existing SEI clients.

You will play a primary role in leading and supporting the transfer agency effort from Day One planning to full integration execution. You will be instrumental to the planning and executing of operational processes for multiple SEI and customer ecosystems. To succeed in this role, you will collaborate closely with the SEI business stakeholders, Solutions, Tech Services, Legal, Compliance and Reg Services to design an integration plan to support the business’ objectives.
The ideal candidate is action-oriented, impact-focused, and has an operational and integration background. The ability to understand the broader integration strategy and anticipate potential issues and risks and quickly identify mitigations is a necessity. Relevant experience across SEI business units is a plus.

What you will do:

• Support the SEI Transfer Agency program for multiple Market Units. Help orchestrate cross-functional teams through integration/implementation planning and execution with Solutions, Sales, and Operations.
• Serve as the face of the SEI Alternatives Transfer Agency team by staying current with the evolving partner strategy and business landscape and any broader operational, legal and regulatory initiatives.
• Establish a strong partnership with the key stakeholders by deal to collaborate and stay aligned on the operating model, program strategy and execution, progress, risks, and key decisions.
• Lead transfer agency discovery sessions to understand the current operational model and partner ecosystem for the new business, or conversion with existing customer base.
• Define, implement, and communicate Key Performance Indicators to showcase the impact of TA revenue, partner(platform) capacity, and partner(platform) experience.
• Design & collaboratively build executive-level reporting.
• Support Transfer Agency communication plan and ongoing enablement efforts to drive awareness and action.
• Nurture the new business line through development of authentic, trusting working relationships and a thoughtful change management program which results in an optimized employee and partner experience.
• Implement effective operational processes with a lens towards scale and repeatability. Deliver continuous improvements that drive high impact value.
• Enhance the SEI TA playbook with learnings from each conversion from competitive TA solutions and continue to maintain with support from the broader team’s contribution on a periodic basis.
• Work closely with current institutional transfer agency team and account management to ensure implementation plan is appropriately tailored to the business and employees being converted or onboarded to SE, resulting in consistency of process, high employee engagement and business performance that meets or exceeds expected levels.
• Monitor, update, and propose changes to weekly TA key milestone reporting; present reporting to key leadership as required

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What we need from you:

• Experience: Substantial experience in working directly in Transfer Agency implementation and alternative products or across a broad range of disciplines of consulting; Strategy, Product, Commercial, Operations, Procurement leading functional and/or project teams in transformation project work
• Program Management Skills: Experience in planning and implementation of complex, cross functional business requirements. Effective in influencing to drive decisions. Ability to work well under deadlines and juggle multiple priorities.
• Data Analysis: Skilled in data reporting, data analysis, and business impact interpretation.
• Business Operations: Experience in operations including partner programs, partner onboarding, partner growth, partner marketing, lead / deal registration, partner portals, and/or partner co-selling.
• Transfer Agency leadership Experience: Prior experience in TA and the integration of recently hired teams into new organizational systems and processes - while minimizing disruption and optimizing for value creation.

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What we would like from you:

• Executive Communication Skills: Strong communicator equally adept at communications planning and execution, with the ability to craft clear, high-impact communications with cross functional organization teams.
• Influencing and Interpersonal Skills: Able to establish and build close working relationships. Strong personal credibility and consultation skills. Ability to motivate, collaborate, and work successfully in a team environment. Able to creatively drive consensus. A Change Ambassador.
• Process Improvement Skills: Ability to analyze and optimize defined areas or processes within a cross-functional organization. Effective in implementing new and improved processes.

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We are a technology and asset management company delivering on our promise of building brave futures 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 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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