Product Specialist

• Serve as the internal and external champion for SEI’s investment products, ensuring clear, compelling positioning and messaging for advisors and distribution partners
• Design and lead programs that educate clients on SEI’s product suite, investment philosophy, and use cases to drive adoption
• Partner with Sales, Marketing, and Investment Management teams to deliver impactful product launches, campaigns, and enablement tools
• Work across the Asset Management unit to integrate product knowledge into sales strategies and client solutions
• Manage and coach the Product Specialist team, providing strategic direction, training, and performance oversight to ensure best-in-class advisor support

Head of Investment Product Specialists

QA Engineer

• Drive and Coordinate the QA team’s workload for proprietary and 3rd party applications
• Work across teams, and business units, to coordinate and execute test plans
• Develop and manage test strategies that will include test data population, regression testing, and integration testing using both manual and automation test beds to ensure a higher quality deliverable
• Promote QA standards and best practices across our agile teams
• Ensure regression tests are run in a traceable manner and that the team follows the SDLC policy
• Work in a fast paced environment that supports production and maintenance level changes
• Perform high level impact analysis and execute complex test approaches for production and maintenance level software changes
• Involved in life cycle of Data Migration process starting from requirement gathering, data analysis, data mapping and reconciliation
• Work with Scrum teams to complete root because analysis and corrective action plans to ensure test coverage throughout the development, QA, and UAT life cycles
• Provide continuous reviews and recommendations for improvement of processes related to Quality Assurance
• Advise and assist the QA Manager on testing risks and resolutions as they relate to the Integration team’s efforts.

QA Lead

Research Analyst

• Conduct watchdog research on sources of pollution in the Lower Umatilla Basin, including Confined Animal Feeding Operations (CAFOs), industrialized agriculture, processed food factories, data centers, power plants, and more.
• Monitor and engage with key county, state, and federal natural resource agencies on issues related to Lower Umatilla Basin pollution.
• Develop environmental educational materials based on the Policy Team’s research and analysis, and potentially conduct public education activities.
• Attend regular coalition meetings with allied organizations to advance policy priorities and build strong statewide relationships.
• Attend virtual meetings and take detailed notes on issues relevant to ORA’s priorities.
• Some travel to the Lower Umatilla Basin, the Oregon State Capitol, or other parts of the state may be required.

Pollution Policy and Research Associate

Business Development Rep

• Lead business development and territory management for firms in the Independent Broker/Dealer channel
• Work in coordination with partner Account Executive to drive territory strategy planning
• Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth
• Influence the development and acquisition of new advisor-client relationships at all stages in the buying journey
• Shape and implement sophisticated, diverse and collaborative growth agendas, with a focus on motivating prospective-clients to embrace change and convert business
• Generate new interest and prospective-client leads—constantly staying ahead of new opportunities—while also managing the development of inorganic leads through the sales process
• Proactively engage clients and prospective-clients, led by in-person meetings, online-meetings, telephone and email, and both in-person and virtual presentations, to drive sales agendas and support advisor-client’s full engagement health
• Through mastery of SEI’s suite-of-solutions, educate and persuade with a process to support clients in their engagement with SEI, across custody, technology, asset management and business-centric solutions

Business Development Director

Financial Planning and Analysis

• participate in the preparation of financial statements for various clients in accordance with regulatory and /or client deliverables calendars
• responsible for the execution of applicable quality controls and preparation of the annual, quarterly and other financial statements, as required, for our clients
• support the internal and external review for these financial statements and the corresponding supporting work papers
• assist in managing communications with fund accounting teams, internal technology teams, vendors, clients and, as necessary, external auditors in order to (i) support the orderly completion and approval of financial statements and (ii) resolve financial reporting, systems and other relevant issues
• acquire the tools to identify processes across the division and organization

Specialist I – Alternatives Financial Reporting

Accounting Manager

• Provide exceptional customer service, accounting and administration services to hedge and private equity fund customers.
• Manage accounting operations and resolution of accounting issues for clients.
• Demonstrate expertise in offshore and domestic fund accounting and administration for alternative funds.
• Manage the delegation of funds to your team, coordinate/onboard new fund setups.
• Liaise between clients and internal teams, providing accurate accounting packages.
• Oversee coordination and support of year-end audit engagements in accordance with GAAP accounting standards.
• Ensure compliance with government laws and regulations and Anti-Money Laundering policies.
• Generate and reconcile all accounting reporting, such as month-end valuation reports, and authorize wire payments from fund escrow accounts.
• Conduct performance appraisals, monthly one-on-ones with supervisors and analysts, ensure staffing requirements are met, and support new business development.

Head of Investment Product Specialists

QA Lead

Pollution Policy and Research Associate

Business Development Director

Specialist I – Alternatives Financial Reporting

Manager, Private Equity and Hedge Fund Accounting