Senior Business Analyst Wealth Platform Implementation

SEI Investments Company; London; On-site; GBP 50,000 - 75,000; Full time

Job summary

Join a prominent financial services firm as a Senior Business Analyst, responsible for leading projects within the SEI Wealth Platform. You will work closely with stakeholders to ensure successful implementation and provide insights into operational workflows. This role is vital for driving change and enhancing client relationships through effective project management and communication.

Benefits

Comprehensive care for physical and mental well-being

Strong pension plan

Tuition reimbursement

Hybrid working environment

Work-life balance support

Private medical care for you and your family

Access to GPs online for appointments

Enhanced family leave

Volunteer days

Thrive employee networks

Free fruit

Qualifications

• Wealth Management or Private Banking industry experience preferred.
• Experience in delivering projects within a financial services environment.
• Proficient in IT skills with Microsoft Office products.

Responsibilities

• Lead specific projects and key workstreams in larger programmes.
• Define and deliver change programmes to support strategic priorities.
• Ensure business readiness project work adheres to PMO Standards.

Skills

Project Management

Stakeholder Management

Agile Methodology

Excellent Communication

Problem Solving

Education

Degree in relevant field or equivalent

Job description

The SWP Change Team (UK) is accountable for the success of all implementation and conversion activities within the SEI (UK) Private Banking Wealth Platform Business. The SWP Change team provides standardised project management, consulting, queue management, project execution, specialised product support (SMEs), and communication to the client firm and SEI organisations.The Senior BA will be responsible for leading specific projects and/or key workstreams in larger programmes. This will often require working with a cross section of stakeholders (internally & externally). The specifics of the role can vary project to project and there is an expectation of continuous learning in the role.

What you’ll do:

•Serve as SEI Wealth Platform subject matter expert for operational, middle & front office workflows/procedures development.

•Assist client to identify and make policy decisions, determine post-conversion organisation structure, and assess the impact of decisions on client business.

•Assist client with analysis and the development of workflows and procedures for the activities that will continue to be the responsibility of the client.

•Evaluate effectiveness & success of testing in Model Office environment and during Dress Rehearsals.

•Define, manage and deliver key change programmes to support SWP’s strategic priorities, through the full project life cycle

•Work closely with key subject matter experts (SME’s) across SEI UK businesses

•Ensure that all business readiness project work is conducted in adherence with PMO Standards.

•Recommend improvements to standards based upon project lessons learned.

•Contribute to the establishment of readiness ‘metrics’ standards – criteria that support go/ no go decisions and will be tailored for each client conversion.

•Set up and/or align with appropriate governance forums, to drive implementation and awareness across SWP

•Identify and present solutions to potential issues that may arise over the project lifecycle

•Open communication and management of project status, potential risks and issues to key stakeholders in SEI

•Build effective relationships with key stakeholders (internally and externally)

•Oversight and management of all tasks associated with implementation projects

•Ability to move between the detail and the wider picture to ensure delivery to target

•Foster / support a culture of continuous improvement

•Ensure accurate and on time reporting of key project status (costs, benefits and resource needs) – as required

•Coordination with the SEI Operational teams to ensure clear understanding of roles and responsibilities between SEI Operational teams and the client.

•Coordinate with the Data Conversion and Configuration lead to analyse processing exception requirements and identify necessary changes to the operating model and the impact of those changes.

•Coordination with appropriate market unit solution lead, feeding solution development requirements into the overall solution roadmap.

•Partnership with SEI relationship management and client service teams to ensure clean hand-off to ongoing servicing relationship.

What we need from you:

•Ideally degree educated (or equivalent) with Wealth Management or Private Banking industry experience.This should include a working knowledge of the industry dynamics, business strategies, products and operating platforms

•Significant experience in delivering a variety of projects withinfinancial services environment

•Comfortable working in ambiguous environments, with a proactive / self-starter mentality

•Experience working in agile software environment

•Hands on experience working with platform technology (advantageous)

•Strong ability to build and maintain short and long term relationships within large-scale organisations

•Demonstrated ability to work effectively within a team environment.

•Good presentation and facilitation skills

•Prince 2, Agile PM or similar qualification (advantageous)

•The ability to be credible in communications with senior personnel

•Proficient IT skills - all Microsoft office products and able to pick up other systems/databases easily

What we would like from you:

•Attention to detail

•Teamwork

•Tenacity and Perseverance

•Innovation – we want change and improvement to be driven at all levels.

•Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.Please see our website for more information https://www.seic.com/

SEI’s competitive advantage:

To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.

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, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.

SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).