Required Qualifications & Experience: Experience 5+ years of experience in wealth management or trust operations.2+ years in a Client Onboarding, Functional Specialist, or Business Analyst role. Hands-on experience with SEI Trust 3000 (T3K) is strongly required. Domain Knowledge Strong understanding of: Trust and wealth management operations Client and account onboarding lifecycle Asset servicing and transaction processing Regulatory and compliance considerations in wealth management Technical & Functional Skills Ability to document business requirements, functional specifications, and process flows. Familiarity with onboarding-related systems, data structures, and operational workflows in T3K.Experience working with delivery teams across configuration, testing, and data migration. Thanks & Regards Ekta Singh Sr. Executive - Recruitment

Also on the board Same function, level within a rung

Level

Senior

Location

Denver, CO

Occupation

Brokerage Clerks

Industry

Trust, Fiduciary, and Custody Activities

Posted

yesterday

Apply for this role →