Director, Separately Managed Accounts (Sma)

SEI Oaks , OK 74359

Posted 2 months ago

When you step into SEI - anywhere in the world - you know you're not inside a traditional financial services company. We have no offices.

Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personal and professional growth. We are a place to inspire your work, build your voice, and grow your community. We're different. And we're proud of it.

Position Description:

The Investment Manager Services Unit (IMS) is growing rapidly and is seeking new members on our Separately Managed Accounts (SMA) team. Our primary goal is to provide exceptional back office solutions to investment managers.

The Separately Managed Accounts (SMA) team supports investment managers processing needs by undertaking the critical role of back and middle office support; aid investment manager's platform and technology requirements by supporting or offering leading platforms; and provide a breadth of additional services to sustain and benefit the manager. As the Director, you are responsible for supporting the SMA Outsourcing Service initiatives. This multifaceted position will require a solid understanding of all aspects of the Investment Management Operational process.

SEI's broad industry expertise and comprehensive range of capabilities enable us to create an end-to-end operating solution that is customized to fit managers' products, existing systems and the client experience they want to deliver.

The Director will to lead all day-to-day operational activities that support SEI's middle-office services. This is a new position within the unit that is the result of substantial growth and that will allow the incumbent director to focus on bringing new clients onto SEI's platform, executing strategic initiatives to enhance the existing platform and overseeing the unit's client service team.

Reporting to the Sr Director for middle-office services, this multifaceted position will require a solid understanding of all aspects of the investment management operational process. You will have a successful track record for taking ownership of operational activities, ensuring deadlines are met and maintaining an operational environment that adheres to agreed policies and procedures. These responsibilities are to be carried out in a manner consistent with the vision, goals and policies of the unit. The Director has operational ownership and leadership for a bundle of service relationships and will be expected to work with the unit's Senior Operations Officers, other Directors and unit personnel; the product and market units; and external clients to coordinate, facilitate and is expected to execute on the delivery of a cost-focused, efficient, standardized and predictable service to the respective marketplace.

You will manage the operations and be responsible for implementation and process improvement. You will develop and enhance client relationships. In addition, you will be responsible for growing new business and marketing services.

What you'll do:

Client Management

' You will understand, communicate and resolve unique client issues in tandem with SEI Relationship Teams

' You will ensure the overall quality and delivery services in accordance with client-specific service model

' You will serve as senior technical and operational resource for client

Technical Consulting

' You will identify, interpret, apply and communicate accounting and industry rules and regulations

' You will identify trends in the investment management business and adjust operational services accordingly

Departmental Leadership

' You will create, communicate, monitor and reinforce departmental vision, goals and objectives

' You will actively participate in regular senior management meetings and initiatives

' You will participate in management skills training and development of staff

' You will set and enforce departmental policies

' You will develop and communicate goals and objectives for the team, and formulate specific action plans. Periodically review prioritization of team goals and objectives and monitor progress regularly.

' You will conduct performance appraisals, monthly one-on-ones with the team analysts and supervisors and provide career pathing and training. You will also ensure staffing requirements are met by participating in interviews and hiring processes. You will provide and foster a team environment to include individual development, promotions and disciplinary action.

' You will participate in or lead departmental projects as applicable

' We want you to succeed and help us continue to enhance our operational efficiency and effectiveness on an ongoing basis! Through attending and participating in various IMS and corporate professional development sessions, you will be provided with the tools to identify potential process improvements across the division and organization. You will have the opportunity to partner with a diverse team and grow your career.

Operational Oversight

' You will ensure premier client service that meets or exceeds client expectations

' You will monitor all current service and quality indicators and establish related goals

' You will provide daily oversight and review of significant fund level threshold deviations

' You will manage staff resources to ensure proper client coverage and service

' You will set departmental policies and procedures related to the operational control environment

' You will monitor and oversee third party vendor performance as it relates to the daily operations

' You will monitor and oversee the progress of the funds' annual audits

Sales Support

' You will write and coordinate fund accounting-related responses to RFP's and RFI'sWhat you bring to the table:

' BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience.

' Minimum 10 years of industry experience, SMA preferred within an investment management operations background and proven operations management experience leading multiple teams in a changing environment.

' Significant direct, relevant experience with accounting for mutual funds and other unitized pooled investment vehicles.

' Deep functional knowledge of operational processes, procedures and issue resolution within an investment management firm across global equity and fixed-income instruments.

' Proven track record of successfully managing operational teams or departments.

' Demonstrated ability to initiate process changes to improve service to clients and improve operational efficiency.

' Proven ability to manage staff development and performance.

' Excellent communication and problem-solving skills, along with the analytical skills needed to identify problems and trends.

Attributes we value:

' A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.

' Attention to detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy.

' Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.

' Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.

' Curiosity, critical thinking and attention to detail: 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 is an Equal Opportunity Employer and so much more

After 50years in business, SEI is 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.","industry":"Finance and Insurance","title":"Director, Separately Managed Accounts (SMA)","



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Director, Separately Managed Accounts (Sma)

SEI