SEI Investments

Senior Personal Trust Officer

SEI Investments$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a relevant field.
  • 5+ years of experience in project management.
  • Proven track record of leading cross-functional teams.
  • Strong analytical skills with proficiency in data interpretation.
  • Excellent communication and interpersonal skills.

Responsibilities

  • Lead project planning and execution for multiple initiatives.
  • Collaborate with stakeholders to define project scope and objectives.
  • Monitor project progress and ensure alignment with timelines.
  • Develop and manage budgets and resource allocation.
  • Identify risks and develop mitigation strategies.

Benefits

  • Flexible work hours and remote work opportunities.
  • Professional development and training programs.
  • Health and wellness initiatives.
  • Employee assistance programs.
  • Generous paid time off and holidays.
Full Job Description

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, .   

About SEI Investments

SEI Investments is a financial services company that provides investment processing, investment management, and investment operations solutions to institutional and personal wealth management clients. The company was founded in 1968 and is headquartered in Oaks, Pennsylvania. SEI Investments has a global presence with offices in North America, Europe, and Asia. The company's investment management solutions include mutual funds, exchange-traded funds (ETFs), and separately managed accounts. SEI Investments also provides technology solutions to financial institutions, including wealth management platforms and outsourcing services.
Learn more about SEI Investments
Size
4,371 employees
Market Cap
$7.8 billion
Industry
Net Income
$447.2 million
Founded
1968
5 Year Trend
+6.5%
Revenue
$1.6 billion
NASDAQ

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