About this role
The Wealth Management (WM) Operations Specialist II is responsible for supporting the SEI wealth platform back-office operations team and all firm specific WM Operations processes. This position requires an understanding of all the duties/knowledge of the WM Operations Specialist. This position will have a broad knowledge of WM functions and regulatory requirements along with performing the due diligence needed to ensure complete and accurate system processing. This position will maintain a client focus and will partner with the investment and sales team members to deliver a superior client experience.