Solutions Analyst-AMD Solutions
Posted on: May 3, 2021
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.
The Solutions & Marketing Team within our Asset Management
Distribution Unit is looking for a Solutions Analyst to join our
North American Solutions team. Headquartered in Oaks, PA, SEI is a
global wealth management solutions provider with a reputation for
innovation. This role will be a key contributor in supporting our
company's commitment to providing best-in-class investment
solutions and services. You will collaborate closely with the
Solutions/Product, Sales, Marketing, Investment Management unit and
other internal resources in the US to execute solutions and
operational solutions to Banks, Regional Broker/Dealers and
What you'll do:
Provide day-to-day support, including sales and operational
functions to AMD's existing suite of products and solutions in line
with our global strategy.
Work with a wide range of teams across SEI globally as well as
external partners, platforms and vendors to support and lead
solutions related projects, in particular strategy or fund
launches, product changes and/or new client implementations.
Work with product, sales, compliance, legal, operations and
technology teams to maintain and enhance our offerings.
Work with marketing teams, data and reporting, and investment
communications to define the suite of materials required to
effectively sell and support our solutions
Support the process for RFP's and due diligence questionnaires,
managing the completion of them for prospects and existing
Develop and maintain appropriate knowledge of AMD's solutions
and SEI's investment products/offerings
Maintain relationships with other SEI Solutions and competency
teams to stay up-to-date on evolving solutions and to look for
As necessary, participate in prospect and client interactions
Maintain inventory of assigned projects; some projects will have
defined start and end points, whereas other project management work
may entail managing ongoing activities or queues
- Continually focus on on-going process improvement
What you bring to the table:
Education in Business, Accounting or Finance or equivalent
A minimum of 3+ years of relevant work experience. (Operations,
financial services strongly preferred.)
Familiarity with US market, or interest to learn about the
Strong project management skills with the ability to juggle
multiple initiatives and deadlines and to continually reassess
priorities to focus on high impact activities.
- The ability to collaborate effectively with partners, external
consultants and various team members across the organization
(sales, product, legal, corporate marketing, etc.) and at all
levels of seniority.
Attributes we value:
Organizational skills, accountability, flexibility,
responsiveness, and eagerness to take initiative.
Self-motivation, a desire to learn, proactivity and the ability
to think through problems logically from multiple perspectives.
An independent thinker with a can do attitude, who is
Excellent communication skills, both written and verbal.
- The ability to work collaboratively on a team; strong
interpersonal skills and work ethic.
SEI is an Equal Opportunity Employer and so much more
After 50 years 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
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.
Keywords: SEI, Springdale , Solutions Analyst-AMD Solutions, Other , Oaks, Arkansas
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