Investor Services Lead – Alternatives & Transfers

SEI

Dublin

Hybrid

EUR 90,000 - 130,000

Full time

16 hours ago
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Benefits offered by this job

Healthcare
Pension
Bike to Work
Gym access
Education assistance
Volunteer days
Life insurance

Job summary

SEI Investments in Dublin is seeking a seasoned Management professional to lead the Investor Services Client Operations team. You will oversee daily operations, ensure timely investor reporting, and uphold high standards across transfers, capital calls, and AML controls.

This role requires 8+ years in transfer agency, knowledge of Alternatives structures, and experience with platforms such as Investran or NTAS.

Qualifications

  • 8+ years’ experience in a transfer agency role.
  • Experience with Alternatives structures.

Responsibilities

  • Manage and support the Investor Services team within Investor Services Client Operations.
  • Ensure smooth investor account opening processes and timely information requests.
  • Maintain high-quality work and ensure timely investor reporting and correspondence.

Skills

Team leadership
Transfer agency
AML knowledge
Relationship management
Coaching/mentoring
Process improvement
Regulatory knowledge

Tools

Investran
NTAS

Job description

SEI Investments in Dublin is seeking a seasoned Management professional to lead the Investor Services Client Operations team. You will oversee daily operations, ensure timely investor reporting, and uphold high standards across transfers, capital calls, and AML controls.

This role requires 8+ years in transfer agency, knowledge of Alternatives structures, and experience with platforms such as Investran or NTAS.

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