The Solutions Director leads a team responsible for defining the solution strategy, developing and enhancing existing solutions, managing the launch of new products and overseeing product pricing and profitability within the Private Banking & Wealth Management market unit. They will participate in or be responsible for: discovery, customer and market research, development activities, technology and intellectual property management, product strategy, planning and decision making, product management organization and team relationships, co-development and alliances, process execution, and metrics (both financial and other).
What you’ll do:› Plan, organize, and control an assigned service bundle from conceptual stages through product life cycles to optimize profit and meet marketing, financial, and corporate growth objectives
› Oversee solution management personnel within the service bundle, providing vision, goals, guidance and expertise to lead a high performing team.
› Direct, establish, maintain, and plan the overall policies and goals for a solutions team
› Define the solution requirements to support Private Banking new business events and deliver client satisfaction
› Coordinate technical product development, estimates of potential profits, and release to production
› Drive product release strategy, interact with sales, development, and product marketing to define these requirements, and direct interaction with engineering and operations on product development
› Enable collaboration between internal/external stakeholders to proactively and effectively move agendas
› Set expectations and manage outcomes through extensive project management
› Define positioning of products vs. competitive offerings
› Pricing / profitability analysis of products
› Budget and expense management
› Manage strategic vendor relationships
› All SIEL employees are responsible for the identification, assessment and control of risks and risk events.
Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training.
What you bring to the table:› BA/BS degree in related field; or the equivalent in education and work experience
› A minimum of 12 years industry related experience
› Knowledge of the investment processing industry
› Proven ability to manage multiple agendas and achieve results
› Experience in product sales presentations
› Proven leadership ability
› Business writing skills
› Excellent communication and presentation skills
Attributes we value:› Ability to make strategic decisions using data and sound judgement
› Positive attitude and intellectual curiosity
› Organizational and analytical skills
› Customer service and client management experience
SEI is an Equal Opportunity Employer and so much more…
After 50 years in business, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
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).
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
