SEI Investments is a leading global provider of asset management and investment technology solutions. The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people focused organization which encourages and recognizes employee development as being a critical component in the provision of excellent client service. An open, collaborative and detail oriented environment underpins this business objective.
Whilst the parent company has its principal offices in the United States, the SEI Group comprises operating subsidiaries in the EU, UK, Cayman Islands and Canada. The SEI Group’s operations in Ireland are conducted through three entities based in Dublin that conduct the Group’s business of managing proprietary UCITS and AIF funds, as well as providing administration and depositary services to funds established by third party investment managers.
Position Description:
We are seeking a dynamic and knowledgeable Sales Engineer to join our fund administration company. This role is pivotal in bridging the gap between our sales and operations teams, ensuring the successful onboarding and servicing of new clients. The ideal candidate will possess deep expertise in fund operations and the ability to clearly articulate our end-client technology solutions to prospects. The successful candidate will report directly to our Head of Sales and will work closely with our Head of Operations and relevant technology leads.
This role will sit within our Dublin OR London office, with a hybrid working model in place, so applicants located in both locations or commutable distance are very welcome.What you’ll do:
Service Model Scoping: Collaborate with the sales team to understand prospective client requirements and scope out tailored service models that meet their needs.
Operations Liaison: Act as the primary point of contact between the operations and sales teams, ensuring seamless communication and alignment throughout the client onboarding process.
Fund Operations Expertise: Serve as a subject matter expert in fund operations, providing guidance and support internally and externally.
Technology Demonstrations: Deliver compelling demonstrations of the company's end-client technology platform to prospects, highlighting key features and benefits.
Solution Development: Work closely with operations to design and propose solutions that address client-specific challenges and requirements.
Client Onboarding Support: Support the onboarding of new clients by ensuring all operational and technological aspects are properly scoped and communicated.
Feedback Loop: Gather feedback from prospects and clients regarding technology and service offerings, relaying insights to product and operations teams for continuous improvement.
All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training.
What we need from you:
Bachelor’s degree in finance, Business, Technology (or equivalent), or a related field.
Proven experience in fund administration, fund operations, or a similar financial services environment.
Strong technical acumen with the ability to understand and explain complex technology solutions.
Excellent communication and presentation skills, with experience engaging both technical and non-technical audiences.
Ability to work collaboratively across multiple teams and manage competing priorities.
Analytical mindset with strong problem-solving abilities.
Client-focused approach with a commitment to delivering high-quality solutions.
Desirable Attributes:
Experience in a-sales engineering or pre-sales role within financial services.
Knowledge of industry-standard fund administration platforms and technologies.
Ability to thrive in a fast-paced, client-driven environment.
Strong organisational skills and attention to detail.
What we would like from you:
Detail oriented
Flexible
Positive attitude
Ability to adapt to various product deliverables
Solutions oriented thinker
Ability to work under pressure
Individual who takes initiative & ownership of assigned responsibilities
Strong problem-solving skills
Excellent interpersonal and vendor management skills
Strong organisational skills
Benefits you can expect:
Healthcare for yourself, your spouse and any dependents up to the age of 18 years. Pension Scheme. Tax Saver Travel Benefits. Bike to Work Scheme. On-site Gym with Fitness Classes and 1:1 PT Sessions. Club Supplement. Education Assistance. Competitive Family & Annual Leave Entitlements as well as 2 Paid Volunteer Days per year. Life Assurance. Annual Employee Share Participation Scheme.
We are focused on ensuring a healthy work-life balance and offer a hybrid working model and flexible working hours.
SEI is an Equal Opportunity Employer and so much more…
We recognize that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits which include private medical care for you and your family, educational assistance scheme and actively encourage work life balance.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
