What are the responsibilities and job description for the Training Specialist position at Sei?
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members to join our Training and Professional Development team. Our primary goal is to provide technical and professional development training catered to the role and tenure of our employees. As a Training Specialist you support the design and delivery of technical training classes as well as the professional development and growth of our employees.
What you’ll do:
› Develop, maintain and deliver technical training classes focused on investments, products, and accounting
› Manage the onboarding and orientation programs.
› Provide technical training for Alternative products and Operational Teams within IMS.
› Conduct needs and skills assessments across the segment.
› Manage/coordinate/partner with HR as it relates to employee support and for professional development and engagement initiatives
› Partner with management team, SME’s, and vendors to support technical training and professional development.
› Facilitate technical training and professional development programs as required.
› Manage the training needs assessment by collecting information pertaining to work procedures, work flow, and reports; understanding job-specific functions and tasks.
› Maintain technical knowledge by attending educational workshops; reviewing publications, and assisting operational teams as needed.
› Identify needs and provide instructional design and curriculum.
› Support online training initiatives.
› Assist with external training programs, recommend courses, and coordinate training.
› Build relationships with internal clients and act as consultant.
› Contribute to team effort by accomplishing related results as needed.What you Bring to the Table:
› Bachelor’s Degree in Business, Finance, Accounting, Economics, or related field (or equivalent experience)
› 3 years of fund administration, operations or training experience
› Knowledge of instructional design, course development, distance learning, multi-media technologies and adult learning within financial services industry preferred
› Knowledge of accounting applications such as Geneva, Investran, and InvesTier preferred
› Excellent communication, presentation and facilitation skills
› Strong interpersonal skills and client service focused
› Strong technical knowledge, preferably within Alternative products
› Ability to communicate effectively (written and verbal)
› Adaptable and willingness to learn new systems, concepts, and broaden knowledge in the industry
› Project management experience
› Detail-oriented, strategic and goal-oriented
› Team player
› Strong organizational skills with ability to multi-task
› Adaptable, flexible, and ability to work under pressure
Attributes we value:
› A drive to learn and keep abreast of training trends, the financial services industry and the needs of our employees.
› Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
› Positivity and genuine interest in assisting both team members and employees
› Curiosity, strategic thinking and execution: whether it’s to identify a solution to a problem, possibly help implement a more efficient process or procedure, or create new training courses for our employees.
SEI is an Equal Opportunity Employer and so much more…
For over 50 years, 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 success. At SEI, we’re 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, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
Financial Product Specialist
Expert Seekers Training -
Philadelphia, PA
Financial Product Specialist
Expert Seekers Training -
Cherry Hill, NJ
Career Services Specialist
Philadelphia Technician Training Institute -
Philadelphia, PA
