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Reposted 24 Days AgoSaved
In-Office
Oaks, PA, USA
Senior level
Senior level
Financial Services
The Investment Specialist manages advisor relationships, drives sales of alternative investments, and communicates investment strategies, ensuring advisor satisfaction and growth in allocations.
Top Skills: ExcelMicrosoft Office (EmailPowerpoint)SalesforceWord
Reposted 24 Days AgoSaved
In-Office
Hyderabad, Telangana, IND
Expert/Leader
Expert/Leader
Financial Services
Responsible for leading global technical operations teams, overseeing incident response, managing SLAs, and ensuring system stability for SEI's production technology ecosystem.
Top Skills: Monitoring PlatformsOracle DatabasePagerdutyServicenow
Reposted 24 Days AgoSaved
In-Office
Oaks, PA, USA
Senior level
Senior level
Financial Services
As a Fund Accountant Manager, oversee accounting operations, manage team performance, ensure compliance with client requirements, and communicate effectively with stakeholders.
Top Skills: Fund Accounting SoftwareMS Office
Reposted 24 Days AgoSaved
In-Office
Oaks, PA, USA
Internship
Internship
Financial Services
As an Operations Analyst in Reconciliation, you will perform reconciliations, communicate with internal and client teams, and manage key documentation to ensure accuracy in accounts for investment funds.
Top Skills: Excel
Reposted 24 Days AgoSaved
In-Office
Oaks, PA, USA
Senior level
Senior level
Financial Services
Lead client onboarding and platform implementation for public markets fund accounting. Design/configure systems, handle data conversions and integrations, perform gap analyses, support technical sales, and deliver Snowflake and Microsoft Fabric based solutions while collaborating with vendors and operations.
Top Skills: APIsFis InvestoneFlat FilesMicrosoft FabricPower AutomatePower BISnowflake
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Reposted 24 Days AgoSaved
In-Office
Dublin, IRL
Mid level
Mid level
Financial Services
The Fund Accounting Supervisor will manage Fund accounting processes, ensure accurate Net Asset Value calculations, prepare financial statements, and oversee a team of analysts while maintaining strong client relationships.
Top Skills: Accounting SoftwareFinancial StatementsRegulatory Reporting
Reposted 24 Days AgoSaved
Remote
PA, USA
105K-130K Annually
Senior level
105K-130K Annually
Senior level
Financial Services
The Fund Accounting Manager will oversee accounting operations, manage client relationships, ensure compliance with regulations, and lead a team in providing exceptional service and accurate financial reporting.
Top Skills: Excel
26 Days AgoSaved
In-Office
Oaks, PA, USA
Entry level
Entry level
Financial Services
Supports investment adviser and broker-dealer compliance through communications monitoring, testing, regulatory filings, employee compliance administration, governance documentation, regulatory exam support, and operational process improvements. The role maintains compliance records and calendars, handles inquiries, supports training and onboarding, and contributes to automation and AI-driven workflow optimization under regular supervision.
Top Skills: ExcelMS OfficeMicrosoft Powerpoint
Reposted 26 Days AgoSaved
In-Office
Oaks, PA, USA
Senior level
Senior level
Financial Services
Sell SEI Access Platform to RIAs, Broker-Dealers and Private Banks by prospecting, qualifying opportunities, delivering demos and proposals, negotiating contracts, documenting in Salesforce, partnering with product and operations, and supporting onboarding to drive signings, revenue, adoption and retention.
Top Skills: EmailExcelMicrosoft PowerpointMicrosoft WordSalesforceWeb Conferencing
Reposted 26 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Financial Services
Lead ETF capital markets strategy and liaise with market participants to support issuer onboarding, implementation, trading, and distribution strategy. Develop training, models, and documentation, assess client operational and technology capabilities, and drive thought leadership and automation initiatives while partnering with business development, legal, compliance, and solutions teams.
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