When you step into SEI - anywhere in the world - you know you're not inside a traditional financial services company. We have no offices. Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personal and professional growth. We are a place to inspire your work, build your voice,and grow your community. We're different. And we're proud of it.

The Family Office Services (FOS) unit at SEI is seeking a Platform Experience Specialist to serve as a leader on the Client Relations Team. This role is responsible for developing and maintaining training resources for software clients, compiling release notes for SEI's Archway Platform and Archway Client Portal, planning and presenting content at annual IMMERSION User Conference events, and liaising with internal and external stakeholders on software functionality. The ideal candidate must have experience in accounting or finance and technology, have strong writing and public speaking skills, able to adeptly manage competing priorities, be a self-starter and work in a fast-paced environment.

What you'll do:

Partner with FOS Client Relations & Relationship Management leaders to create and maintain best practices and guidelines/standards for Archway Platform and Archway Client Portal users, as well as align on client engagement, training, and retention strategies.

Partner with SEI's Learning & Development teams to identify learning objectives. Develop, maintain, and deliver internal and external training documents on the Archway Platform and Archway Client Portal software. Monitor training outcomes to validate current strategy and influence development of future training activities.

Create, publish, and manage Archway Platform and Archway Client Portal documentation and resources in the Client Support Portal for self-serve client and internal team training.

Coordinate Archway Platform and Archway Client Portal documentation updates, news, and events to all Client Support Portal users, as well as moderate client forums.

Design and deliver training for internal users, and author, edit, and publish release notes when new software functionality is made available in quarterly and annual Archway Platform updates.

Support planning and execution of IMMERSION & IMMERSION Lite User Conferences, including scoping, developing, and presenting content. Collaborate with management, corporate events, and marketing on budgeting, event logistics, registration, and client communication.

Engage existing clients to understand breadth and depth of demand for training, and craft unique training agendas for each, as appropriate.

Facilitate training sessions for clients in SEI offices, client sites, and/or video conference. Provide follow-up support to clients based on topics discussed in training.

Manage NASBA registration and content accreditation to provide Continuing Professional Education (CPE) credits and certifications to clients, if requested.

Periodic travel to client sites, client events and industry conferences will be required.

What you bring to the table:

Bachelor's degree required, accounting or technology preferred.

Minimum of 5 years' experience in finance industry required, with expert understanding of accounting principles and investment terminology. Relationship management, client relations or customer service experience preferred.

Minimum of 2 years' experience in a client-focused SaaS setting, supervisory experience and exposure to SEI's Archway Platform preferred.

Demonstrated ability to comprehend and document business processes and workflows, communicate professionally, and effectively train colleagues, clients, and vendors. Prior experience in corporate or classroom training preferred.

Strong analytical skills and concise written and verbal communication skills.

Ability to work both collaboratively and independently, and to adapt to and prioritize changing projects, tasks and timelines.

Familiarity with the Zendesk application, used to power the Client Support Portal, and experience with event planning also a plus.

Attributes we value:

A drive to broaden one's knowledge of the financial technology industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.

Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy.

Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.

Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.

Curiosity and critical thinking: Whether it's to identify a solution to a problem or help implement a more efficient procedure, these skills have an important place in our business.

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.

Compensation & Benefits:

Estimated starting salary, commensurate with experience, $68,000 - $85,000 annualized. Exempt position, not overtime eligible. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP), life and disability insurance (premiums paid for base coverage), FSA, commuter benefits, 401k match, 10 paid holidays/year, 21+ days paid time off/year pro-rated, 15 days paid parental leave, discounted stock purchase plan, and investment options.