Senior Business Analyst Wealth Platform Implementation

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Senior Business Analyst Wealth Platform Implementation

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SEISenior Business Analyst Wealth Platform Implementation

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Senior Business Analyst Wealth Platform Implementation

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SEIGet AI-powered advice on this job and more exclusive features.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 and 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 and 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 and 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 cycleWork closely with key subject matter experts (SME’s) across SEI UK businessesEnsure 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 SWPIdentify and present solutions to potential issues that may arise over the project lifecycleOpen communication and management of project status, potential risks and issues to key stakeholders in SEIBuild effective relationships with key stakeholders (internally and externally)Oversight and management of all tasks associated with implementation projectsAbility to move between the detail and the wider picture to ensure delivery to targetFoster / support a culture of continuous improvementEnsure accurate and on time reporting of key project status (costs, benefits and resource needs) – as requiredCoordination 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 platformsSignificant experience in delivering a variety of projects within financial services environmentComfortable working in ambiguous environments, with a proactive / self-starter mentalityExperience working in agile software environmentHands on experience working with platform technology (advantageous)Strong ability to build and maintain short and long term relationships within large-scale organisationsDemonstrated ability to work effectively within a team environment.Good presentation and facilitation skillsPrince 2, Agile PM or similar qualification (advantageous)The ability to be credible in communications with senior personnelProficient IT skills - all Microsoft office products and able to pick up other systems/databases easily

What we would like from you:

Attention to detailTeamworkTenacity and PerseveranceInnovation – 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/

SEI’s competitive advantage:

To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.

We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.

SEI is an Equal Opportunity Employer and so much more…

After over 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.

SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).Seniority level

Seniority level Mid-Senior levelEmployment type

Employment type Full-timeJob function

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