Broker Dealer Analyst
USA - PA - Oaksonsitemid
Posted 1w ago · via Workday
About this role
The Middle Office Team supports Registered Investment Advisors (RIAs), Banks, Money Managers and the SEI Wealth Network by providing exceptional administrative services to high-net-worth clients. This position is responsible for providing account management to clients within the Advisors Network through extensive daily support and interaction. This will involve acquiring a working knowledge of the investment management business, SEI Funds, products and processes necessary to effectively respond to all inquiries from advisors passed through our Sales and Service teams. Individuals must work with the National Broker Dealer Sales staff, Advisor Network Sales Team, and SEI Private Trust Company.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in USA - PA - Oaks. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
teams
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