Programme Manager, SEI
Wealth Platform Implementation
Salary not provided
Mid and Senior level
London
3-5 days a week in office
Technology and investment solutions
Be an early applicant
Technology and investment solutions
1001+ employees
B2BEnterpriseConsultingFinancial Services
Be an early applicant
Salary not provided
Mid and Senior level
London
3-5 days a week in office
1001+ employees
B2BEnterpriseConsultingFinancial Services
Company mission
We’re 5,000 employee entrepreneurs working with our clients and communities to solve problems that matter. And we’re on a mission to build brave futures℠ through the power of connection.
Role
Who you are
- 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 delivering a variety of projects within financial 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
- 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
What the job involves
- 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 SWP Change UK programme manager is responsible for delivering complex, multi-threaded, multi-disciplinary implementations of the SWP Solution
- The role requires effective co-ordination of the programme’s projects and management of their inter-dependencies including oversight of any risks and issues arising, with a large focus on building and maintaining stakeholder management of both internal and most critically client-side
- The role is crucial for creating and maintaining focus, enthusiasm and momentum in both the internal and client teams
- Crucially at SEI, this role will also involve having a detailed understanding of the specific SEI technology and service solutions
- The programme manager is responsible for the overall integrity and coherence of the programme
- The programmes will typically involve the coordination of implementation activity across multiple SEI market units; whose methodologies may vary
- They will develop and maintain the programme environment to support each individual project within it – with an effective programme management office
- Implementing an appropriate internal programme structure following the standard SWP implementation framework and proactively monitoring its progress, resolving issues and initiating appropriate corrective action
- Jointly defining the programme's governance arrangements with the firm and ensuring that internal governance structure is synchronised with the joint structure while allowing internal stakeholders visibility and provide decision-making inputs
- Ensuring effective quality assurance and the overall integrity of the programme - focusing inwardly on the internal consistency of the programme, and outwardly on its coherence with the firms wider programme whilst ensuring all internal & applicable external corporate, technical and specialist standards are met
- Where required manage the programme's budget, monitoring expenditure and costs against delivered and realised benefits as the programme progresses
- Facilitate the appointment of individuals to project teams
- Ensure the delivery of new products or services from projects is to the appropriate level of quality, on time and within budget, in accordance with the programme plan and programme governance arrangements
- Ensure there is allocation of common resources and skills within the programme's individual projects and take appropriate load-balancing where required within the constraints of the programme
- Manage third party contributions to the programme (as required)
- Manage effective, timely and clear communications with all stakeholders
- Manage both the dependencies and the interfaces between projects
- Manage risks to the programme's successful outcome
- Monitor and lead intervention activities wherever gaps in the programme are identified or issues arise
- Coordination with appropriate market unit solution lead, feeding solution development requirements into the overall solution roadmap
- Coordination with other market unit implementation leads to ensure the implementation plan is fully integrated and cohesive for all units involved
- Partnership with SEI relationship management and client service teams to ensure clean hand-off to ongoing servicing relationship
- Design and communicate effective programme, communications and stakeholder plans
- Identify and present solutions to potential issues that may arise over the programme lifecycle as well as within individual project streams
- Manage a core group of people within the Client Change team in the programme to ensure day-to-day project activities are completed effectively to defined deadlines
- Open communication and management of programme status, potential risks and issues to the client and SEI
- Update and keep senior stakeholders (SEI and Client) informed of progress on of the overall programme as well as underlying project streams
- Ensure management information is provided to highlight the impact of milestone shifts on the overall programme status and live date viability
- Coordinate and lead programme level internal and joint steering committee meetings. Monitor and oversee project internal and joint steering committee meetings
- Build effective client relationships during the programme phase
- Oversight and management of all tasks associated with programmes
- Assist technical sales in mapping out prospective clients’ business models to align them to SWP and define the implementation programme approach
- Represent the Change team in meetings with prospective clients explaining how the team works within the context of SEI and ongoing client relationships
- Identify future sales opportunities with clients where business needs align with SEI Services
- Communicate ongoing client requirements to relevant internal SEI teams
- Assist Client Relationship Manager or Director (RM/RD) with technical and strategic business initiatives to ensure long-term requirements are consistently aligned with SEI’s future solutions
- Ensure projects are following SWP programme/project framework in terms of operating procedures and documentation
- Take on a leadership role within the Change team, assisting in the career development and mentoring of team members
- Keep current – (market conditions, regulation, SEI products and services, etc.) and maintain ongoing and effective communication and alignment of these with client business practices
- Build and maintain strong relationships within the Operations Implementations, SWP Delivery teams and where appropriate senior stakeholders within SEI
- Serve as a client advocate through regular, collaborative interactions with other SEI teams
- Any other ad-hoc projects as required
Salary benchmarks
Our take
SEI provides technology and investment solutions for the financial services industry by offering services like investment processing and operations management. The company oversees around $1.5T in assets, helping clients make smart financial decisions.
It also offers customized investment portfolios through managed accounts, allowing investors to tailor their strategies. Its technology helps clients optimize taxes and provides detailed reports on tax savings, making the service valuable for financial advisors and investors.
Recently the company added new features to its platform, enabling wealth managers to see a complete view of their clients' finances, as well as assets held elsewhere. These updates have driven growth in SEI's managed accounting, placing the company well for continued success.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Company benefits
- Financial Protection: Includes a non-contributory pension plan, group life assurance, group income protection, employee discounts, season ticket loan, employee stock purchase plan, and leisure travel insurance.
- Health and Wellness: Fully funded medical insurance and annual full-body health assessment, dental insurance, health cash plan, medical second opinion service, cycle to work scheme and eyecare vouchers.
- Employee Assistance Programme: Work/life support that provides telephone counselling, face-to-face sessions, health and well-being advisory services, and bereavement counselling and probate helpline.
- Professional Development: Includes financial reimbursement for business-related courses, certifications, seminars, and continuing education.
- Leave Benefits: Covers annual leave which increases with tenure, enhanced parental leave (maternity leave, paternity leave, adoption leave, shared parental leave), charity days, military leave, and time off for training.
Company values
- Courage: We think and act like owners, embracing risk to drive growth for our clients and company
- Integrity: We do what we say and act with transparency (because it's the right thing to do)
- Collaboration: We work with each other, our clients, partners, and communities to solve problems that matter
- Inclusion: We nurture an environment of respect and belonging where people are empowered to be themselves
- Connection: We build lasting relationships through which we learn, grow, and succeed
- Fun: We have fun
Company HQ
Toronto, Canada
Leadership
Ryan Hicke
(CEO)Ryan has worked at SEI since 1998, initially joining the company as an Account Executive. Since then, they have worked in several roles, including Managing Director of UK IFAs and Global Wealth Services, and Senior/Executive Vice President, before becoming the CEO in 2022.
Alfred P. West, Jr.
(Executive Chairman)Al founded SEI in 1968 and led our company as CEO for more than 50 years, guiding SEI’s growth and success from a fintech start-up to a global provider of technology and investment solutions.
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