Hybrid Transformation Lead, Investor Services

SEI Corporation; Dublin; Hybrid; EUR 90,000 - 130,000; Full time

Benefits offered by this job

Healthcare for you and dependents

Pension scheme

Tax saver travel benefits

Bike to work scheme

On-site gym

Job summary

SEI Corporation seeks an experienced Transformation Lead within Investor Services to drive process improvement and change across the operating model. You will review current procedures, challenge established ways of working and implement scalable improvements in collaboration with management and other business units.

You will analyze investor data maintenance, onboarding, reporting and capital activity, delivering practical recommendations with clear ownership and timelines.

Qualifications

• At least 5 years’ experience in transfer agency, investor services or fund administration.
• Strong track record of delivering process improvement and control enhancement.
• Experience with data/MIS/workflow analysis to measure impact.

Responsibilities

• Act as transformation lead and change agent within Investor Services.
• Undertake reviews of procedures, controls, tech usage and client deliverables to identify inefficiencies.
• Partner with management to implement future-state operating model improvements.
• Assess key Investor Services processes to identify where quality and turnaround times can improve.
• Develop prioritized recommendations with action plans, ownership and timelines.
• Drive collaboration across teams to remove process friction and improve service delivery.
• Identify opportunities to leverage technology and AI-enabled solutions to reduce manual effort and strengthen controls.
• Create and maintain process maps, procedures and implementation materials.
• Monitor impact using metrics on quality, turnaround times and risk.
• Support training and mentoring to embed new processes.

Skills

Change management

Process improvement

Analytical mindset

Stakeholder management

Team collaboration

Education

Degree in Finance/Business/Technology/Data/Operations

Tools

Investran

Geneva

NTAS

Job description

SEI Corporation seeks an experienced Transformation Lead within Investor Services to drive process improvement and change across the operating model. You will review current procedures, challenge established ways of working and implement scalable improvements in collaboration with management and other business units.

You will analyze investor data maintenance, onboarding, reporting and capital activity, delivering practical recommendations with clear ownership and timelines.