Analyst

• Review, analyze, and process client information and transactions using advanced systems such as the SEI Wealth Platform, Salesforce, OnBase Unity and others.
• Interpret monetary requests, understand client goals, and apply SEI’s guidelines to deliver tailored solutions.
• Ensure every client request is completed with the highest quality, confidentiality, and attention to detail.
• Spot errors, identify trends, and recommend smart solutions to enhance our processes.
• Work closely with advisors, reach out for more information when needed, and contribute to projects that shape our future.
• Monitor work queues, adjust resources, and complete all items by internal and external cutoff times.
• Learn new functions, participate in departmental projects, and grow your expertise.

Controls Analyst – Part Time

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.

Controls Analyst – Part Time

Head of Investment Product Specialists

QA Lead

Pollution Policy and Research Associate