Senior Business Analyst Wealth Platform Implementation

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 :

What we would like from you :

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.