MONTCO Careers – SEI Investments

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SEI Investments, a financial services company and global provider of investment processing, has several Montgomery County careers available. Image via SEI Annual Report.

Headquartered in Oaks, SEI Investments is a financial-services company and global provider of investment processing, investment management, and investment operations solutions.

Marketing Director, PWM

This position works closely with PWM’s sales and service team to support new client acquisition, education, and retention; oversees marketing and new business development efforts by developing direct business-to-consumer strategies; and develops awareness campaigns and in-person events.

The ideal candidate will possess a bachelor’s degree in marketing or business and an MBA; a minimum of seven years of relevant direct business-to-customer experience in financial services; and knowledge of digital/social media marketing sales, program development, and distribution strategies.

Click here to read more about the Marketing Director, PWM position at SEI Investments.

Operations Analyst, Separately Managed Accounts

This position provides support to investment managers by overseeing the day-to-day changes on accounts; opens and closes accounts, processes account maintenance items, and transaction reconciliations; and performs quality control checks of new accounts and maintenance items.

The ideal candidate will possess a bachelor’s degree in accounting, finance, economics, or a related discipline; intermediate skills in Microsoft Excel; strong written and verbal communication skills and customer service skills; and prior internship experience.

Click here to read more about the Operations Analyst position at SEI Investments.

Institutional Solutions Analyst

This position works with sales and relationship management teams to deliver new solutions as the marketplace evolves; manages unique solution team projects in support of the institutional client base; and maintains an understanding of competitive solutions, new trends, and products.

The ideal candidate will possess a minimum of three years of financial services experience, preferably institutional asset management or related experience; basic knowledge of asset allocation and characteristics of asset classes; and strong analytical/quantitative skills.

Click here to read more about the Institutional Solutions Analyst position at SEI Investments.

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