Specialist , Collective Investment Trust

About the Role

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking a new member to join the Collective Investment Trust Admin team. As a Specialist, you will be responsible for administrative servicing requirements for Collective Investment Trust funds.

• Serve as a subject matter expert for collective investment trust functions related to investor onboarding.
• Oversee onboarding of all investors into any of our CITs and address questions or issues that arise during the process.
• Develop and implement process improvements for future investor onboarding.
• Communicate directly with external stakeholders, including recordkeepers, advisors, consultants, and plan sponsors.
• Provide additional support for certain CIT relationships as needed.
• Coordinate with internal and client teams to resolve open issues and questions, engaging technology and vendor support when necessary to resolve production or system queries.
• Manage daily activities for collective funds, including new account openings, administrative support, and operational setups with external third parties and clients.
• Participate in IMS and corporate professional development sessions to build tools for cross‑division process improvement.

• BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent experience.
• Collective Investment Trust experience preferred.
• Minimum 2 years of experience in Investor Services, On‑Boarding, Collective Trust Funds, Client Service, Retirement Plan Administration, trust and/or fund administration.
• Intermediate skills in Microsoft Excel.
• Self‑motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.
• Strong written and verbal communication skills for client support via email and/or phone.
• Detail‑oriented and able to work independently or with team members to meet deadlines.
• Excellent customer service skills and daily communication with internal and external clients.

• A drive to broaden knowledge of the financial services industry and apply new concepts and systems to daily work.
• Ability to multi‑task, prioritize daily workload, and collaborate with internal and external stakeholders.
• Flexibility to adapt as client needs change and a positive, collegial approach to teamwork.
• Curiosity, critical thinking, and attention to detail to identify solutions and implement efficient processes.
• Commitment to SEI values of courage, integrity, collaboration, inclusion, connection, and fun.

• Health care: medical, dental, vision, prescription, wellness, EAP, FSA.
• Life and disability insurance with mandatory coverage.
• 401(k) mandatory contribution and mandatory match.
• Education assistance, including tuition reimbursement.
• Hybrid working environment for most roles.
• Paid Time Off: up to 11 paid holidays per year and 21 days PTO per year (prorated for new hires).
• Paid parental leave and backup childcare arrangements.
• Paid volunteer days, discounted stock purchase plan, investment options, and employee network access.

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.