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CIT Solutions Lead: Client Onboarding & Strategy
Job in
Oaks, Montgomery County, Pennsylvania, 19456, USA
Listed on 2026-07-13
Listing for:
SEI
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Risk Manager/Analyst, Wealth Management
Job Description & How to Apply Below
SEI in Oaks, Pennsylvania, seeks an Investment Manager Services team member to manage client relationships and lead Collective Investment Trust (CIT) projects. Ideal candidates have a degree in business or finance and 8+ years in financial services.
The role includes project management for CIT initiatives, assisting clients in various projects, and collaborating with internal teams. SEI offers a competitive salary of $90, and extensive benefits.
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