Hybrid Investor Services Analyst I
031 SEI Investments Distribution Co.
031 SEI Investments Distribution Co. is looking for a representative to join the SIDCO Dealer and Investor Services Team. This role involves supporting prospective and current investors as well as financial intermediaries for mutual funds and alternative investments. The ideal candidate should possess a B.S. or B.A. in a relevant field and have at least one year of industry experience. Additionally, candidates are expected to have or be able to obtain FINRA Series 6/7 and 63 licenses. The position offers a hybrid work environment and a comprehensive benefits package including healthcare and 401(k) matching. #J-18808-Ljbffr 031 SEI Investments Distribution Co.
- ...Pennsylvania is looking for a representative for the Dealer and Investor Services Team. The role involves providing support to prospective and... ...experience. Additional benefits like healthcare and a hybrid work environment are offered. #J-18808-Ljbffr SEI Investments...Suggested
- The SIDCO Dealer and Investor Services Team has an opening for a representative to provide support and service for prospective and current investors... ...-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working...SuggestedWork experience placementFlexible hours
- Role Overview The SIDCO Dealer and Investor Services Team seeks a representative to support prospective and current investors, financial intermediaries... ...with premium coverage 401(k) matching Tuition reimbursement Hybrid work environment for most roles Support for working parents...SuggestedWork experience placementFlexible hours
- 181 SEI Global Services, Inc. seeks a team member for its Investment Manager Services Division. The role focuses on exceptional customer service and administration for hedge and private equity funds, ensuring all necessary documentation is in order. Qualifications include...SuggestedInternship
- SEI Investments is expanding its Investment Manager Services Division and seeks an Investor Services Analyst to onboard investors into hedge and private equity funds. You will input data into the contact management system to facilitate timely investor reporting. You will...Suggested
- 181 SEI Global Services, Inc. is seeking 2026 Spring/Summer graduates for entry-level roles in the Investment Manager Services Division. These positions provide outstanding customer service and comprehensive administrative support for hedge funds and private equity funds...Summer work
- ...client is a company who is a provider of banking and financial services. The company operates through two divisions, Retail... ...and Corporate and Institutional Banking. Position: Investor Services Analyst Location: Chesterbrook, PA, 19087 Duration: 5 Months...Contract workTemporary workFlexible hoursShift work
- The Investment Manager Services Division (IMS) at SEI is growing rapidly... ...Alternative Investment Funds Investor Services Team. Our primary... .... As an Investor Services Analyst, you are required to follow our... ..., tuition reimbursement, a hybrid working environment for most...Work experience placementInternshipFlexible hours
- ...role. Vanguard’s Personal Investor Group gives eight million like... ...a team of high‑performing analysts and managers, driving a deeper... ...platforms, dashboards, and self‑service tools. Ensure analytics... ...Vanguard has implemented a hybrid working model for the majority...Temporary workWork experience placement
- ...communication skills and at least five years in the trust industry are essential, alongside a Bachelor's degree. The role offers a hybrid working environment and comprehensive benefits including healthcare, 401(k) match, and flexible PTO. #J-18808-Ljbffr 142 SEI Custodial...Flexible hours
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds Investor Services Team. The primary goal is to provide exceptional customer service and administration servicing for our clients’ assigned...Permanent employmentWork experience placementInternship
- Jobologi-1 is seeking an Entry Level Marketing Data Analyst to join their marketing team in Oaks, Pennsylvania. This role focuses on executing, reporting, and optimizing marketing data and insights across platforms to enhance business decisions. The ideal candidate will...
- About the Role The Investment Manager Services Division (IMS) at SEI is growing rapidly and... ..., monthly one‑on‑ones with team analysts and supervisors, provide career pathing... ...retirement plan, tuition reimbursement, a hybrid working environment for most roles, support...Work at officeFlexible hours
- We are seeking a detail-oriented and analytical Entry Level Marketing Data Analyst to join our growing marketing team within the financial services industry. This role will support the execution, reporting, and optimization of marketing data and insights across multiple...Internship
- 061 SEI Trust Company is seeking a Specialist to support Collective Investment Trust onboarding and investor servicing. You will manage onboarding for CIT investors, address questions, and collaborate with internal teams and external partners to ensure smooth setup and...
- Modera Wealth Management is seeking a Senior Planning Associate in Wayne, PA. This hybrid role requires 3 days in the office, focusing on supporting client relationships through comprehensive financial planning and investment strategies. The ideal candidate will have a...Work at office
- ...collaborating with BNY to connect them with exceptional professionals for this role. Senior Specialist, Production Services Application Support Analyst At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading...Work experience placementWorldwideFlexible hours
- ...distributes and markets energy products and services through our subsidiaries and the company... ...Job Summary The Senior Manager, Investor Relations is a key partner to the VP of... ...investor relations update. Investor & Analyst Engagement Support the management of relationships...Work from homeShift work
- UGI Corporation in King of Prussia seeks a Senior Manager, Investor Relations to engage with the investment community. This role manages valuation modeling, peer benchmarking, and contributes to quarterly earnings and ESG communications. Applicants should have a Bachelor...Remote jobWork from home
- West Pharmaceutical Services, Inc is seeking a professional to support commercial insurance strategies as part of a hybrid role. The candidate will collaborate closely with the Director, Global Risk and Insurance, involving responsibilities such as analyzing risks and...
- ...investment options are aligned with respective programs. Ideal candidates will have at least one year of experience in financial services and strong Excel skills. Vestwell offers a hybrid work model and benefits including a competitive 401(k) plan. #J-18808-Ljbffr VestwellWork at office
$129k - $203.1k
...emails. Employee Status: Regular Relocation: No VISA Sponsorship: No Travel Requirements: 10% Flexible Work Arrangements: Hybrid Shift: Not Indicated Valid Driving License: No Hazardous Material(s): N/A Job Posting End Date: 07/19/2026 *A job...Local areaRelocationVisa sponsorshipFlexible hoursShift work- ...professional Trust Officer who thrives in an independent and client service environment.Job Requirements :General Fiduciary Administration:... ...well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents...Work experience placementFlexible hours
- ...professional Trust Officer who thrives in an independent and client service environment. Job Responsibilities Prepares administrative... ...purchase plan Investment options Access to thriving employee networks Hybrid working environment for most roles Support for working parents...Work experience placementFlexible hours
- Overview The Investment Manager Services Division (IMS) at SEI is growing rapidly and is... ...hold monthly one‑on‑one meetings with team analysts and supervisors, and provide career... ...arrangements, and paid volunteer days. Hybrid working environment and flexible paid time...Work at officeFlexible hours
- ...relationships with clients. Partner with investors to help them plan their financial goals.... ...to those who qualify. We follow a hybrid working model where we are in the office... ...clients. To lead through product and services that transform our clients' lives. To learn...Work at officeRemote workRelocationMonday to Friday
- ...participants through recordkeeping, administration, and trust/custody services. Operating at the heart of a complex fiduciary environment—... ...to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to...Work experience placement
- ...preferred. ~ Working knowledge of the wealth management, financial services, or adjacent industries. ~ Demonstrated ability to apply... ...to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to...
- ...financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our... ...us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to...
- ...financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our... ...us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to...
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