Client Onboarding with SEI Trust (T3K)
vbeyondDenver (CO)
About the role
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 SinghSr. Executive - Recruitment
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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