Analyst, Managed Accounts Product & Platform
SEI Investments
SEI is seeking an Analyst for its Investment Product Development and Activation team in Oaks, Pennsylvania. This role focuses on SEI's Managed Accounts business, supporting product initiatives and collaborating with cross-functional teams to enhance offerings. The ideal candidate will have a Bachelor's degree in Finance or Business, with a minimum of one year of relevant experience. Strong communication, analytical, and project management skills are essential for success in this fast-paced environment. #J-18808-Ljbffr SEI
- ...The Investment Product Development and Activation team... ...within SEI's Asset Management organization, focused... ...-Investment Product & Platform and Investment Product... ...strategic growth. The Analyst role sits within the... ...focused on SEI's Managed Accounts business. This role...PlatformAccountsFlexible hours
- ...mobility. The Investment Product Development and... ...group within SEI’s Asset Management organization, focused... ...—Investment Product & Platform and Investment Product... ...strategic growth. The Analyst role sits within the Investment... ...on SEI’s Managed Accounts business. This role...PlatformAccounts
- Overview The Investment Product Development and Activation... ...group within SEI’s Asset Management organization that designs... ...access to new markets. This analyst role sits in the Investment Product & Platform pillar, supporting SEI’s Managed Accounts business. The role...PlatformAccounts
- The Investment Product Development and Activation team... ...within SEI's Asset Management organization, focused... ...Investment Product & Platform and Investment Product... ...strategic growth. The Analyst role sits within the Investment... ...on SEI's Managed Accounts business. This role...PlatformAccountsFlexible hours
- ...partners, giving you the platform to enrich lives,... ...trillion in assets under management and supervision, composed... ...Solutions Team, the Product Team is responsible... ...across the globe. As an Analyst, you will serve as generalist... ...and Flexible Spending Accounts. Hamilton Lane is...PlatformAccountsWork experience placementFlexible hours
- A leading investment firm in Pennsylvania is seeking an Analyst for their Managed Accounts business. This role involves supporting the execution of investment product initiatives, enhancing existing products, and liaising with partner firms. Ideal candidates will have...Accounts
- 041 SEI Investments Management Corporation is seeking an Analyst for its Investment Product Development and Activation team, focusing on designing innovative investment solutions. This role involves supporting the execution of investment product initiatives and working...Accounts
$845.3 per month
...clients across the globe, we manage approximately $140.9... ...: As an Analyst of Private Wealth Operations... ...onboarding of new investor accounts within our open-ended and close-ended product suite. Work closely... ..., distributors, platforms, and interfaces to streamline...PlatformAccountsWork at officeFlexible hours$61.2k - $91.8k
...Job Summary The Lead Analyst, Time Entry is responsible for... ...labor reporting to support management decision-making, payroll processing... ..., Dassian, or similar platforms. Advanced skills in Excel and... ...Sciences (BA/BS) in Finance, Accounting, Business Administration, or...PlatformAccountsContract workFor contractorsWork at officeFlexible hours$61.2k - $91.8k
...Lead Analyst, Time Entry Job Location: D&Z-King of Prussia-PA Teams: Accounting/Finance Req Id: 3400 Posting Start Date: 4/29/26 Job... ...labor reporting to support management decision-making, payroll processing... ..., Dassian, or similar platforms. Advanced skills in Excel...PlatformAccountsFull timeContract workFor contractorsWork at officeFlexible hours- ...Hamilton Lane’s Global Client Solutions Team, the Direct Credit Product Manager / Platform Specialist is responsible for the overall management and... ...and operational workflows.* Collaborate with Operations, Accounting, Legal, and Compliance to support product onboarding,...PlatformAccountsWork experience placementWork at officeFlexible hours
$127.5k - $232.3k
...Financial is expanding its AI Product & Delivery organization and... ...seeking an AVP, AI Product Management to help drive execution of high... ...systems on enterprise AI platforms (e.g., Azure OpenAI, AWS Bedrock... ...agents do not provide tax, accounting or legal advice....PlatformAccountsWork experience placementWork at officeWork from homeRelocation package3 days per week- ...overseeing the implementation of Adobe Marketo Engage platform and Salesforce Marketing Cloud Applications, including... ..., and technical documentation. Design, configure, and manage Salesforce Marketing Cloud Account Engagement and Marketo instances, including user...PlatformAccounts
$40k - $75k
...analytical individual to manage and optimize our... ...What You'll Do: As an Analyst, SEM, you'll be at the... ...optimization of client accounts, ensuring campaigns... ...leading ad technology platforms like Google Search Ads... ...using insights to propose product enhancements. You'll...PlatformAccounts- ...delinquent loans and negative checking accounts and negotiating appropriate... ...Analyze member data to assist management in making decisions regarding recovered... ...information across all utilized platforms (Collection software, Episys Products) Counsel members in debt...PlatformAccountsWork experience placementWork at officeShift workAfternoon shift
- ...Regional Account Manager Northeast We are seeking a dynamic and results-driven Regional Account... ...relative to maintaining product line sales balance Prepare and deliver... ...development practices Proficient in CRM platforms and Microsoft Office Suite Exceptional...PlatformAccountsWork at officeLocal areaRemote work
- ...advice to tailor personal risk management solutions accordingly.... ...utilizing USI's Engagement Platform process with prospective business... ...Lines and Employee Benefits production staff. Establish a... ...spending and health savings accounts, short and long‐term disability...PlatformAccountsTemporary workWork at officeLocal areaFlexible hoursAfternoon shift
$65k - $75k
...exchange, mutual fund and physical certificate management. This role is based in the Chesterbrook,... ...impact is considered on the Americas platform: Results and Impact Able to... ...effectiveness, automation, system enhancements, new products/services and efficiency. Involvement...PlatformWork at officeLocal area- ...Azure Business Analyst At Ce Location: King of Prussia... ...revolutionize their product offerings through... ...analytics & AI, data management & engineering, UX and... ...experience, and technical platform integration, automation... ...to Health Savings Accounts (HSA): For employees enrolled...PlatformAccountsContract workTemporary workFlexible hours
- ...closely with marketing, digital product, sales, and data teams to... ...metrics such as assets under management (AUM), net flows/cash flow, product... ...with external market and platform data (e.g., holdings, weights... ...weights, flows, product and account attributes) to develop actionable...PlatformAccounts
$215k
...VP, Executive Management Advisor TGaS Advisors, a division of Trinity... ...portfolio within assigned accounts by developing relationships with... ...a purpose-built technology platform, Trinity accelerates clarity... ...partnership to deliver confident product launches, decisive market...PlatformAccountsWork at office- ...redefining the future of wealth management by helping advisors meet the... ...$7.0 trillion in platform assets, Envestnet is trusted... ...You’ll Join You’ll join a product management team that is focused... ...workflows—spanning onboarding, account maintenance, client and advisor...PlatformAccountsWork at officeHome office
- ...and revolutionize their product offerings through... ...analytics & AI, data management & engineering, UX and... ...experience, and technical platform integration, automation... ...The Salesforce Business Analyst will act as a bridge... ...Contributions to Health Savings Accounts (HSA): For employees...PlatformAccountsContract workTemporary workFlexible hours
- ...advice to tailor personal risk management solutions accordingly.... ...utilizing USI's Engagement Platform process with prospective business... ...Lines and Employee Benefits production staff. Establish a... ...spending and health savings accounts, short and long-term disability...PlatformAccountsTemporary workWork at officeLocal areaFlexible hoursAfternoon shift
- ...Senior Product Manager - Production Inkjet POSITION PROFILE Responsible for leading the... ...and pre/post portfolio, including platforms such as the RICOH Pro VC80000 and RICOH... ...Communications ecosystem. This role is accountable for driving market adoption and expanding...PlatformAccountsOngoing contractWorldwideFlexible hours
- ...mobility. The Investment Manager Services Division (IMS... ...provide exceptional accounting and administration... ...funds. As a business analyst, you will serve as a dedicated... ...client solutions/product based support. What... ...investment accounting platforms is preferred. * Intermediate...PlatformWork at officeFlexible hours
- ...Were excited for a Senior Vulnerability Management Analyst to join our high-energy team to help... ...) Leverage exposure assessment platforms to monitor Vanguard assets for vulnerabilities... ...of our clients. To lead through product and services that transform our...PlatformWork experience placement
- ...The Investment Manager Services Division (IMS) at SEI... ...provide exceptional accounting and administration servicing... ...funds. As a business analyst, you will serve as a... ...client solutions/product based support. What... ...investment accounting platforms is preferred. Intermediate...PlatformWork at officeFlexible hours
- ...interest in alternative investment products on our Marketplace. The... ...Specialist will assist the Managing Director and Sales Directors... .... This role is directly accountable for sales activities toward... ...SEI’s brand and the Access Platform Perform other ad‑hoc duties...PlatformAccountsRemote work
- ...interest in alternative investment products on our Marketplace. The... ...Specialist will assist the Managing Director and Sales Directors... .... This role is directly accountable for sales activities toward... ...SEI's brand and the Access Platform Perform other ad-hoc duties...PlatformAccountsRemote workFlexible hours
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