Business Development Rep

• Lead business development and territory management for firms in the Independent Broker/Dealer channel
• Coordinate with the partner Account Executive to drive territory strategy planning
• Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth
• Influence development and acquisition of new advisor-client relationships throughout the buying journey
• Shape and implement collaborative growth agendas
• Motivate prospective clients to embrace change and convert business
• Generate new interest and prospective-client leads
• Manage inorganic leads through the sales process
• Engage clients and prospective clients through in-person meetings, online meetings, telephone, email, and in-person and virtual presentations
• Drive sales agendas and support advisor-client engagement health
• Educate and persuade clients using SEI’s solutions across custody, technology, asset management, and business-centric solutions
• Manage a territory covering Ohio and Kentucky
• Report directly to a Managing Director and work cross-functionally with Sales, Marketing, Solutions, and Service organizations

Business Development Director

Client Services Representative

• Act as the primary point of contact and subject matter expert for investment manager clients through new business implementation and ongoing service relationships
• Assist clients with Collective Investment Trust projects and initiatives, emphasizing alternative assets
• Establish project plans and lead conference calls to coordinate the legal establishment, operational setup, and launch of CITs
• Create processes and practices to drive the business forward accurately and efficiently
• Gather data and prepare and present new client product developments to the Trust New Business Committee for Trust Company approval
• Manage or assist management with other CIT-related projects
• Collaborate with team members to support client needs
• Engage in product development discussions with SEI, investment manager clients, and other stakeholders to develop and implement solutions for alternative asset classes in the 401(k) market

Client Services Specialist III, Collective Investment Trust Officer

Financial Planning and Analysis

• Oversee accounting operations and resolve accounting issues for assigned registered interval and tender offer funds and other pooled vehicles
• Serve as the main client contact for domestic and international fund accounting operations and administration
• Support daily accounting operations for assigned funds
• Support annual audits
• Coordinate and onboard new funds and clients
• Liaise between clients, external service providers, and internal teams
• Ensure procedures and controls are followed and provide accurate Net Asset Values (NAVs)
• Provide information to the Financial Reporting team for annual and semi-annual financial statements
• Prepare and review SEC filings, including N-PORT and N-CEN
• Assist the Tax team with distribution calculations and tax reporting processes
• Assist Treasury Services with annual fund expense budgets and quarterly updates, including reviewing expense payments
• Prepare and review Board-related materials
• Review operational work and sign off on NAVs, reconciliations, revenue packages, dividend distributions, and other fund administration items
• Communicate with external investment managers regarding day-to-day fund inquiries and resolve issues impacting funds
• Conduct performance appraisals and monthly one-on-ones with team analysts and supervisors
• Provide career pathing and training
• Participate in interviews and hiring processes to meet staffing requirements
• Foster a team environment supporting development, promotions, and disciplinary action
• Support new business development and relationship teams with prospect calls, client visits, and presentations
• Facilitate onboarding of new and converted clients by gathering requirements, submitting custom requests, and communicating deliverables
• Participate in IMS and corporate professional development sessions
• Identify processes and future solutions across the division and organization

Specialist I, Investment Fund Services

• Act as the primary point of contact and subject matter expert within SEI for various investment manager clients through new business implementation and ongoing service relationships
• Assist clients with executing Collective Investment Trust-related projects or initiatives, with an emphasis on alternative assets
• Establish project plans and lead conference calls to coordinate the legal establishment, operational setup and launch of a CIT
• Strategically assist with creating processes or practices that drive the business forward accurately and efficiently
• Gather data and prepare and present new client product developments to the Trust New Business Committee for Trust Company approval
• Manage or assist management with other CIT-related projects
• Collaborate with team members to support client needs
• Participate in IMS and corporate professional development sessions and identify processes across the division and organization

• Serve as the main client contact for domestic and international fund accounting operations and administration
• Manage the team supporting daily accounting operations for assigned mutual funds, CITs, ETFs and other pooled vehicles
• Support annual audits and coordinate onboarding of new funds and clients
• Liaise among clients, external service providers and internal teams
• Ensure procedures and controls are followed and provide accurate Net Asset Values (NAVs)
• Provide information to Financial Reporting for annual and semi-annual financial statements
• Prepare and review SEC filings, including N-PORT and N-CEN
• Assist Tax with distribution calculations and tax reporting
• Assist Treasury Services with annual fund expense budgets, quarterly updates and expense payment reviews
• Prepare and review Board-related materials
• Review and sign off on NAVs, reconciliations, revenue packages, dividend distributions and other fund administration items
• Communicate with external investment managers and resolve fund issues
• Conduct performance appraisals and monthly one-on-ones
• Provide career pathing, training and individual development
• Participate in interviews and hiring processes
• Foster team development, promotions and disciplinary action
• Support business development and relationship teams with prospect calls, client visits and presentations
• Facilitate onboarding of new and converted clients
• Attend IMS and corporate professional development sessions to identify process improvements

Business Development Director

Client Services Specialist III, Collective Investment Trust Officer

Specialist I, Investment Fund Services

Client Services Specialist III, Collective Investment Trust Officer

Manager, Investment Fund Services