Client Services Specialist III, Collective Investment Trust Officer

061 SEI Trust Company; Oaks (PA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Education assistance

Paid time off

Job summary

SEI's Investment Manager Services Division is expanding its Collective Investment Trust team in Oaks, PA, delivering trust services across alternative assets and retirement markets.

The role focuses on serving investment manager clients, coordinating CIT establishment and ongoing servicing, and driving process improvements with cross-functional partners.

Candidates should have a strong financial services background, project management skills, and the ability to work independently and with teams.

Qualifications

• BS/BA in business, finance or related field or equivalent education/experience.
• Minimum 8 years in Financial Services, Employee Benefits, Investments, or Trust Administration.
• Understanding of Geneva, Investier, Investran, and/or InvestOne preferred.
• Proficient in MS Office.

Responsibilities

• Act as primary point of contact for investment manager clients during new business implementation and ongoing servicing.
• Assist clients with CIT or Trust related projects, with emphasis on alternative assets.
• Establish project plans and lead calls to coordinate legal, operational setup, and launch of a CIT.
• Develop processes to drive the business forward accurately and efficiently.
• Gather data and present client product developments to Trust New Business Committee for approval.
• Manage or assist with other CIT related projects.
• Collaborate with team to support our clients.

Skills

Project management

MS Office proficiency

Alternative investments knowledge

Communication skills

Attention to detail

Self-starter

Education

BS/BA in business or finance

Tools

Geneva

InvestOne

Investier

Investran

Job description

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Collective Investment Trust ("CIT") team. Collective investment trusts are pooled investment vehicles, comparable to mutual funds, that are designed exclusively for use by retirement plan investors. SEI’s CIT Team is responsible for establishing and maintaining collective investment trusts under the rules of its direct regulator and standards of the Department of Labor, Internal Revenue Service and other regulatory bodies. This team works closely with internal divisions including the ITA, IFS, Compliance, Legal, etc. The CIT Team currently supports over 700 collective funds with approximately $270 Billion in AUM working with over 200 investment sub-advisors. As a Trust Officer for CITs you will be responsible for supporting client relationships, managing projects, and ensuring the successful completion of the administrative servicing requirements for various Collective Investment Trusts, some of which have significant exposure to alternative asset classes. This will include direct engagement in product development discussions involving SEI, investment manager clients, and other key stakeholders to develop and implement appropriate solutions for this segment of the CIT and retirement market, as alternative managers seek to find innovative opportunities to offer alternative asset classes in the 401(k) space.

What you will do:

• Act as the primary point of contact and subject matter expert within SEI for various investment manager clients, through the new business implementation and on-going service relationship
• Assist clients with executing any Collective Investment Trust ("CIT") or "Trust" related projects or initiatives, with an emphasis on alternative assets
• Establish project plans and lead conference calls with various parties to coordinate the legal establishment, operational setup and launch of a CIT
• Strategically assist with the creation of processes or practices that will drive our business forward in an accurate and efficient manner.
• Gather data and prepare and present new client product developments to Trust New Business Committee for Trust Company approval
• Manage or assist management with other CIT related projects
• Collaborate with team members to support the needs of our clients as they arise.

We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career.

What we need from you:

• BS/BA degree in business, finance or related field, or the equivalent in education and work experience
• Minimum 8 years of experience in Financial Services, Employee Benefits, Investments, or Trust Administration, is preferred
• An understanding of Geneva, Investier, Investran, and/or InvestOne is preferred.
• Proficient in MS Office
• Knowledge of alternative investment products is desired
• Project management experience is preferred.
• Knowledge of collective investment trusts, fund of fund operations, or other pooled investment vehicles is preferred
• Self-starter with outstanding decision making skills
• Good oral and written communications skills
• Detailed oriented and the ability to work independently or with team members to meet deadlines
• Regular and reliable attendance in accordance with position, business and/or client needs.

What we would like from you:

• A drive to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
• Collaboration with internal and external stakeholders.
• As the needs of our clients change, we need to be flexible to change with them.
• Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
• Curiosity, critical thinking and attention to detail: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
• 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/

Compensation: The base salary for this position is $90,000-120,000 SEI’s competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

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.

The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.

SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass 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 employee networks. SEI is an equal opportunity 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.

AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.

We are global provider of technology, operations, and asset management services for the financial services industry. We tailor our solutions to help clients make effective use of their capital - whether that’s money, time, or talent - so they can grow and better serve their clients.

At SEI, we’re committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.