Trust Officer
061 sei trust companyOaks, PA
Trust Officer
061 sei trust companyOaks, PA
today
Occupations
Investment Fund ManagersPersonal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsIndustries
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment AdviceAbout the role
SEI's Investment Manager Services Division is expanding its Collective Investment Trust team in Oaks, PA, delivering trust services across alternative assets and retirement markets. The role focuses on serving investment manager clients, coordinating CIT establishment and ongoing servicing, and driving process improvements with cross-functional partners. Candidates should have a strong financial services background, project management skills, and the ability to work independently and with teams.
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JOB OVERVIEW
Experience level
Senior
Location
Oaks, PA
Occupation
Investment Fund Managers
Industry
Trust, Fiduciary, and Custody Activities
Posted
today
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