SEI Wealth platform

• SEI Wealth Platform (SWP) – Must Have
• Wealth Management domain expertise
• Capital Markets knowledge
• Data Analysis and Data Mapping
• Business Analysis and Requirements Management
• Data Governance and Data Quality
• Wealth Platform Integrations
• Functional Consulting

Platform Experience

Hands-on experience with one or more of the following platforms:

• SEI Wealth Platform (SWP) – Mandatory
• FIS AddVantage
• Charles River IMS
• Addepar

Domain Knowledge Requirements

Strong understanding of:

Wealth Management

• Advisory Services
• Managed Accounts
• Portfolio Management
• Client Reporting
• Financial Planning
• Performance Measurement
• Multi-Asset Portfolios
• Separately Managed Accounts (SMAs)
• Unified Managed Accounts (UMAs)

Capital Markets

• Equities
• Fixed Income
• Mutual Funds
• ETFs
• Alternatives
• Derivatives
• Corporate Actions
• Trade Lifecycle
• Settlement and Reconciliation

Data Domains

• Client Data
• Accounting Data
• Portfolio Data
• Security Master Data
• Transaction Data
• Performance Data
• Market Data
• Reference Data

Technical Skills

• SQL and Data Analysis
• Data Mapping and Transformation
• API and File-Based Integrations
• Data Warehousing Concepts
• ETL/ELT Processes
• Data Quality Frameworks
• Reporting and Analytics Platforms
• Cloud Data Platforms (AWS, Azure, or Snowflake preferred)
• Knowledge of Agile delivery methodologies

Key Competencies

• Strong Wealth Management and Capital Markets expertise
• Strategic thinking and problem-solving
• Executive communication and presentation skills
• Data-driven decision making
• Stakeholder management
• Leadership and mentoring
• Analytical and consultative mindset
• Ability to work across business and technology teams