Senior Product Design Lead - CIT Operations

SEI
parental leave, paid time off, paid holidays, tuition reimbursement, 401(k), retirement plan
United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
Feb 19, 2025
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members for its Collective Investment Trust (CIT) business. Our primary goal is to provide an exceptional client experience to our clients in this evolving new market. SEI is seeking to hire a Senior Product Design Lead in our Collective Investment Trust (CIT) business. This individual will work closely with our Technology Solutions Organization. What you will do: You will help us retain and grow our existing CIT business through client engagement ("listening tours") to understand opportunities to create industry leading solutions Serve as the Subject Matter Expert (SME) for developing and modifying our capabilities/tools (Onboarding, Automation, Reporting) Lead the strategic vision to enhance existing onboarding tool, an application designed to digitize and streamline the onboarding of CITs Assist with building operational interfaces with record keepers, asset managers, and retirement platform providers. Support product development / enhancements to client reporting capabilities You will leverage your experience with DC aggregators to help identify, assess and build a strategic CIT roadmap focused on product vision and management (discovery/delivery/maintenance) with accountability toward building diversified revenue streams. You will develop Relationships within other SEI Solutions and Operations Groups. Support and help manage existing clients where they raise the need for new services or product requirements, validate these requirements with the wider market and also validate against SEI's own service and product direction. Where deemed a bespoke enhancement, price the delivery of that enhancement for the client and work with development partners to deliver. Ensure that subject knowledge is kept up to date, industry initiatives and events are followed and understood. Understand whom are competitors are along with their strengths and weaknesses and help build our solution and sales strategy to assist SEI in winning new business and keep existing clients. You will expand industry knowledge and network. What we need from you: Minimum 10 years investment management/operations experience in the Collective Investment Trust space Proven track-record with leading large-scale product design, customer experience management, user experience strategy and leadership DC Aggregator market experience Process-oriented with strong attention to detail. Ability to handle multiple tasks and projects with tight delivery schedules. Ability to connect with clients and establish trusted relationships. Positive, hard working, diligent attitude. Proven project management skills. The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality. Strong written and verbal communication skills and as you will primarily support your clients through email and/or phone calls. What we would like from you: A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry. Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. Positivity and genuine interest in assisting both colleagues and clients. Curiosity and critical thinking: 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. 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.