Verified Job
Accounting - Finance
Senior Business Analyst Wealth Platform Implementation
Accounting - Finance
#628946
Remote / WFH
Job Description
Full job description
The SWP Change Team (UK) is accountable for the success of all implementation and conversion activities within the SEI (UK) Private Banking Wealth Platform Business. The SWP Change team provides standardised project management, consulting, queue management, project execution, specialised product support (SMEs), and communication to the client firm and SEI organisations. The Senior BA will be responsible for leading specific projects and/or key workstreams in larger programmes. This will often require working with a cross section of stakeholders (internally & externally). The specifics of the role can vary project to project and there is an expectation of continuous learning in the role.
What you’ll do:
Serve as SEI Wealth Platform subject matter expert for operational, middle & front office workflows/procedures development.
Assist client to identify and make policy decisions, determine post-conversion organisation structure, and assess the impact of decisions on client business.
Assist client with analysis and the development of workflows and procedures for the activities that will continue to be the responsibility of the client.
Evaluate effectiveness & success of testing in Model Office environment and during Dress Rehearsals.
Define, manage and deliver key change programmes to support SWP’s strategic priorities, through the full project life cycle
Work closely with key subject matter experts (SME’s) across SEI UK businesses
Ensure that all business readiness project work is conducted in adherence with PMO Standards.
Recommend improvements to standards based upon project lessons learned.
Contribute to the establishment of readiness ‘metrics’ standards – criteria that support go/ no go decisions and will be tailored for each client conversion.
Set up and/or align with appropriate governance forums, to drive implementation and awareness across SWP
Identify and present solutions to potential issues that may arise over the project lifecycle
Open communication and management of project status, potential risks and issues to key stakeholders in SEI
Build effective relationships with key stakeholders (internally and externally)
Oversight and management of all tasks associated with implementation projects
Ability to move between the detail and the wider picture to ensure delivery to target
Foster / support a culture of continuous improvement
Ensure accurate and on time reporting of key project status (costs, benefits and resource needs) – as required
Coordination with the SEI Operational teams to ensure clear understanding of roles and responsibilities between SEI Operational teams and the client.
Coordinate with the Data Conversion and Configuration lead to analyse processing exception requirements and identify necessary changes to the operating model and the impact of those changes.
Coordination with appropriate market unit solution lead, feeding solution development requirements into the overall solution roadmap.
Partnership with SEI relationship management and client service teams to ensure clean hand-off to ongoing servicing relationship.
What we need from you:
Ideally degree educated (or equivalent) with Wealth Management or Private Banking industry experience. This should include a working knowledge of the industry dynamics, business strategies, products and operating platforms
Significant experience in delivering a variety of projects within financial services environment
Comfortable working in ambiguous environments, with a proactive / self-starter mentality
Experience working in agile software environment
Hands on experience working with platform technology (advantageous)
Strong ability to build and maintain short and long term relationships within large-scale organisations
Demonstrated ability to work effectively within a team environment.
Good presentation and facilitation skills
Prince 2, Agile PM or similar qualification (advantageous)
The ability to be credible in communications with senior personnel
Proficient IT skills - all Microsoft office products and able to pick up other systems/databases easily
What we would like from you:
Attention to detail
Teamwork
Tenacity and Perseverance
Innovation – we want change and improvement to be driven at all levels.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information https://www.seic.com/
The SWP Change Team (UK) is accountable for the success of all implementation and conversion activities within the SEI (UK) Private Banking Wealth Platform Business. The SWP Change team provides standardised project management, consulting, queue management, project execution, specialised product support (SMEs), and communication to the client firm and SEI organisations. The Senior BA will be responsible for leading specific projects and/or key workstreams in larger programmes. This will often require working with a cross section of stakeholders (internally & externally). The specifics of the role can vary project to project and there is an expectation of continuous learning in the role.
What you’ll do:
Serve as SEI Wealth Platform subject matter expert for operational, middle & front office workflows/procedures development.
Assist client to identify and make policy decisions, determine post-conversion organisation structure, and assess the impact of decisions on client business.
Assist client with analysis and the development of workflows and procedures for the activities that will continue to be the responsibility of the client.
Evaluate effectiveness & success of testing in Model Office environment and during Dress Rehearsals.
Define, manage and deliver key change programmes to support SWP’s strategic priorities, through the full project life cycle
Work closely with key subject matter experts (SME’s) across SEI UK businesses
Ensure that all business readiness project work is conducted in adherence with PMO Standards.
Recommend improvements to standards based upon project lessons learned.
Contribute to the establishment of readiness ‘metrics’ standards – criteria that support go/ no go decisions and will be tailored for each client conversion.
Set up and/or align with appropriate governance forums, to drive implementation and awareness across SWP
Identify and present solutions to potential issues that may arise over the project lifecycle
Open communication and management of project status, potential risks and issues to key stakeholders in SEI
Build effective relationships with key stakeholders (internally and externally)
Oversight and management of all tasks associated with implementation projects
Ability to move between the detail and the wider picture to ensure delivery to target
Foster / support a culture of continuous improvement
Ensure accurate and on time reporting of key project status (costs, benefits and resource needs) – as required
Coordination with the SEI Operational teams to ensure clear understanding of roles and responsibilities between SEI Operational teams and the client.
Coordinate with the Data Conversion and Configuration lead to analyse processing exception requirements and identify necessary changes to the operating model and the impact of those changes.
Coordination with appropriate market unit solution lead, feeding solution development requirements into the overall solution roadmap.
Partnership with SEI relationship management and client service teams to ensure clean hand-off to ongoing servicing relationship.
What we need from you:
Ideally degree educated (or equivalent) with Wealth Management or Private Banking industry experience. This should include a working knowledge of the industry dynamics, business strategies, products and operating platforms
Significant experience in delivering a variety of projects within financial services environment
Comfortable working in ambiguous environments, with a proactive / self-starter mentality
Experience working in agile software environment
Hands on experience working with platform technology (advantageous)
Strong ability to build and maintain short and long term relationships within large-scale organisations
Demonstrated ability to work effectively within a team environment.
Good presentation and facilitation skills
Prince 2, Agile PM or similar qualification (advantageous)
The ability to be credible in communications with senior personnel
Proficient IT skills - all Microsoft office products and able to pick up other systems/databases easily
What we would like from you:
Attention to detail
Teamwork
Tenacity and Perseverance
Innovation – we want change and improvement to be driven at all levels.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information https://www.seic.com/
