Trust Officer – New Business Implementation, Alternative Collective Investment Trusts

SEI

. Act as the primary point of contact and subject matter expert within SEI for various investment manager clients, through the new business implementation and on-going service relationship .

Posted 4/22/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesSeniorLead💰 $90,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

Act as the primary point of contact and subject matter expert within SEI for various investment manager clients, through the new business implementation and on-going service relationship
Assist clients with executing any Collective Investment Trust (“CIT” or “Trust”) related projects or initiatives, with an emphasis on alternative assets
Establish project plans and lead conference calls with various parties to coordinate the legal establishment, operational setup and launch of a CIT
Strategically assist with the creation of processes or practices that will drive our business forward in an accurate and efficient manner
Gather data and prepare and present new client product developments to Trust New Business Committee for Trust Company approval
Manage or assist management with other CIT related projects
Collaborate with team members to support the needs of our clients as they arise.

Requirements

What you’ll need

BS/BA degree in business, finance or related field, or the equivalent in education and work experience
Minimum 8 years of experience in Financial Services, Employee Benefits, Investments, or Trust Administration, is preferred
An understanding of Geneva, Investier, Investran, and/or InvestOne is preferred
Proficient in MS Office
Knowledge of alternative investment products is desired
Project management experience is preferred
Knowledge of collective investment trusts, fund of fund operations, or other pooled investment vehicles is preferred
Self-starter with outstanding decision making skills
Good oral and written communications skills
Detailed oriented and the ability to work independently or with team members to meet deadlines
Regular and reliable attendance in accordance with position, business and/or client needs.

Benefits

Comp & perks

comprehensive care for your physical and mental well-being
strong retirement plan
tuition reimbursement
hybrid working environment for most roles
support for working parents
flexible Paid Time Off (PTO)
healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
life and disability insurance (premiums paid for base coverage)
401(k) match
education assistance
commuter benefits
up to 11 paid holidays/year
21 days PTO/year pro-rated for new hires which increases over time
paid parental leave
back-up childcare arrangements
paid volunteer days
discounted stock purchase plan
investment options
access to thriving employee networks

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project managementalternative investment productscollective investment trustsfund of fund operationspooled investment vehiclesdata analysisclient product developmentfinancial servicestrust administrationemployee benefits

Soft Skills

decision makingcommunicationattention to detailindependenceteam collaborationorganizational skillsself-starterclient relationship managementproblem solvingtime management