Industry-leading performance attribution, risk management, and reporting suite for the institutional investor. Serving both managers and allocators, Novus helps you achieve your investment potential with multi-asset class coverage, deep analytics, and the... Backed by Index.
About the role
strategic distribution and growth initiatives across SEI's retirement business. As an operations analyst, you will partner with internal teams to collect, organize, and maintain critical business data that drives sales, marketing, onboarding, relationship management, and client servicing efforts. To help you stay energized, engaged and inspired, we offer a wide range of benefits including a comprehensive care for your physical and mental well-being, strong retirement plan, tuition reimbursement, hybrid working Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Collect and organize retirement advisor, consultant, recordkeeper, asset manager, and client contact information from approved internal and external sources
- Validate firm affiliations, job titles, email addresses, geographic coverage, and areas of specialization, identify duplicates and incomplete records
- Clean and standardize contact records and prepare datasets in accordance with Salesforce bulk-upload templates and required field standards
- Build segmented, campaign-ready contact lists supporting CIT awareness, new fund launches, product education, advisor outreach, and distribution opportunities
- Partner with National Accounts, Marketing, Onboarding/Investor Servicing, Relationship Management, and other teams to confirm campaign criteria, audiences, and priorities
- Research retirement firms and industry participants and organize advisor intelligence by region, market segment, consultant practice, specialization, and strategic opportunity
More about this role
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new entry-level members on the Retirement Services Team. Our primary goal is to provide reliable advisor and client intelligence that supports
strategic distribution and growth initiatives across SEI's retirement business. As an operations analyst, you will partner with internal teams to collect, organize, and maintain critical business data that drives sales, marketing, onboarding, relationship management, and client servicing efforts.
- Collect and organize retirement advisor, consultant, recordkeeper, asset manager, and client contact information from approved internal and external sources.
- Validate firm affiliations, job titles, email addresses, geographic coverage, and areas of specialization; identify duplicates and incomplete records.
- Clean and standardize contact records and prepare datasets in accordance with Salesforce bulk-upload templates and required field standards.
- Build segmented, campaign-ready contact lists supporting CIT awareness, new fund launches, product education, advisor outreach, and distribution opportunities.
- Partner with National Accounts, Marketing,...
Browse similar: Startup jobs