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About the role
As a Trust Officer for CITs you will be responsible for supporting client relationships, managing projects, and ensuring the successful completion of the administrative servicing requirements for various Collective Investment Trusts, some of which have significant exposure to alternative asset classes.
What they're looking for
- Act as the primary point of contact and subject matter expert within SEI for various investment manager clients, through the new business implementation and on-going service relationship
- Assist clients with executing any Collective Investment Trust (“CIT” or “Trust”) related projects or initiatives, with an emphasis on alternative assets
- Establish project plans and lead conference calls with various parties to coordinate the legal establishment, operational setup and launch of a CIT
- Strategically assist with the creation of processes or practices that will drive our business forward in an accurate and efficient manner
- Gather data and prepare and present new client product developments to Trust New Business Committee for Trust Company approval
- Manage or assist management with other CIT related projects
More about this role
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Collective Investment Trust (“CIT”) team. Collective investment trusts are pooled investment vehicles, comparable to mutual funds, that are designed exclusively for use by retirement plan investors. SEI’s CIT Team is responsible for establishing and maintaining collective investment trusts under the rules of its direct regulator and standards of the Department of Labor, Internal Revenue Service and other regulatory bodies. This team works closely with internal divisions including the ITA, IFS, Compliance, Legal, etc. The CIT Team currently supports over 700 collective funds with approximately $270 Billion in AUM working with over 200 investment sub-advisors.
As a Trust Officer for CITs you will be responsible for supporting client relationships, managing projects, and ensuring the successful completion of the administrative servicing requirements for various Collective Investment Trusts, some of which have significant exposure to alternative asset classes. This will include direct engagement in product development discussions involving SEI, investment manager clients, and...
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