DC Pensions Specialist, SEI Master Trust

SEI Investments Ltd.
London (Greater)
10 Jan 2018
09 Feb 2018
Contract Type
Full Time
Following the sustained growth of SEI’s Master Trust business, an opportunity has become available for a self-motivated individual to become a key member of the Institutional team, providing support to the Trustee and the day-to-day management of the product and servicing clients.

The role could suit an individual with trust-based pensions experience looking to make the transition to Master Trust and/or investment management.


› Scheduling, coordinating and attending Trustee meetings
› Recording minutes and taking ownership of actions arising.
› Oversight of the Master Trust’s outsourced administration team.
› Support the servicing of new and existing clients
› Coordinate member education campaigns and help develop communication materials
› Maintain close relationship with UK vendors and assist with periodic reviews
› Project management of DC initiatives
› Liaison with the internal legal and compliance teams

Best Practice:

› Keep current on market conditions, regulation, SEI products and services, etc;
› Adhere to all relevant regulatory requirements; and
› Any other ad-hoc projects as required.

Technical Capabilities/Skills & Experience Required for the Role:

› Business degree (or equivalent) an advantage
› Good understanding of UK Trust based Pensions and associated market knowledge
› Past experience working for Pension Provider, Consultant and/or Investment Manager an advantage
› Strong organizational, analytical and project management skills.
› Good knowledge of MS Office applications (including Excel) essential.
› Ability to work independently as well as in a team.
› Some travel may be required within UK and to US

SEI is an equal opportunities employer

About SEI’s Institutional Group

SEI’s Institutional Group is one of the first and largest global providers of outsourced investment management services. The company delivers integrated retirement, healthcare and nonprofit solutions to more than 480 clients in 13 countries. Our solutions are designed to help clients meet financial objectives, reduce business risk and fulfill their due diligence requirements through implemented strategies for the management of defined benefit plans, defined contribution plans, endowments, foundations and board designated funds. For more information visit: seic.com/institutions.

About SEI

SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of December 31, 2016, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $751 billion in hedge, private equity, mutual fund and pooled or separately managed assets, including $283 billion in assets under management and $468 billion in client assets under administration. For more information, visit seic.com.

SEI Investments (Europe) Limited (“SIEL”) is SEI’s London based European subsidiary and is regulated by the Financial Conduct Authority.

This job was originally posted as www.totaljobs.com/job/78283128