Outsourcing Officer Role

Overview of role: The Outsourcing Officer is responsible for the oversight of various key deliverables including but not limited to Fund Accounting, Transfer Agency, Anti Money Laundering, Outsource Service Providers (OSPs). They will work closely with Operations, Management, legal and Compliance to manage all aspects of the Outsource Program. The individual will work collaboratively across several SEI teams and legal entities globally to ensure Commission de Surveillance du Secteur Financier (CSSF) circulars and requirements are adhered to and will escalate if issues or concerns arise. The individual is responsible for maintaining proactive and satisfactory relationships with all OSPs.

Oversight/Monitoring of Outsourcing

• Establish objectives and goals to meet agreed strategy
• Responsible for the effective oversight and governance around outsourcing including meeting all regulatory requirements
• Ensure all outsourcing documentation including Terms of Reference, policies, training, ongoing monitoring, KPIs, outsourcing register are maintained accurately, timely and to the highest standards
  • Plan and organize due diligence meetings based on the company's risk assessments
  • Ensure all due diligence materials are well documented and finalized in accordance with company policy and regulations
  • Maintain OSP risk assessments
  • Assist in RFPs and Due Diligences on the company

Quality Assurance

• Testing: Ongoing testing of the functions completed by operational teams including Fund Accounting, Financial Reporting, Transfer Agency, AML
• Checklist and Procedures: Work with Operations to ensure checklist and procedures are reviewed and updated on an annual basis
• Compliance and Internal Audit Testing: Ensure any findings and recommendations where applicable are actioned by the relevant teams
• Incident Management: Review of incident reporting including root cause analysis, remediation and preventative measures. o Idea generation and ongoing assessment and improvement of operational service model o Co-ordinate with technical solutions, risk and operations to proactively and effectively move resolutions forward
• Management Reporting: Production of monthly incident and trend analysis reporting management.

Process Improvement and Efficiency:

• Ensure innovation to improve efficiencies, enhance client service and maintain satisfactory controls within the various oversight teams

Required Experiences and Skills

• Significant fund operations background with in-depth knowledge of Financial Service Industry
• 10+ years' financial / operational experience
• Proven track record in strategic thinking and leadership
• Ability to implement and evaluate strategies for improving operational excellence
• Demonstrable relationship building skills both internally and externally and across all levels
• Team player
• Solutions focused with strong attention to detail
• Excellent communication and influencing skills
  • Strong organizational, analytical, and critical thinking skills
• Knowledge of investment and regulatory issues facing the Luxembourg Fund Industry

Travel is required

About SEI & SEI Lux:

SEI (NASDAQ: SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions, and protect futures. As of July 2025, SEI manages, advises, or administers approximately $1.7 trillion in assets. For more information, visit SEI Investments - Luxembourg S.A. ("SEI Lux") is SEI's Luxembourg-based European subsidiary, a specialized PSF, authorised and regulated by the Commission de Surveillance du Secteur Financier ("CSSF") (B257752), providing administrative and transfer agency services to Luxembourg investment funds.

SEI is an Equal Opportunity Employer and so much more:

SEI is an equal opportunity/affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. 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. We are a technology and asset management company, delivering on our promise of building brave futuresSM—for our clients, our communities, and ourselves. Come build your brave future at SEI.

Note:

This position will require a successful background check, including employment verification, education verification and criminal history review once an offer has been extended and accepted.

About SEI & SEI Lux:

SEI (NASDAQ: SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions, and protect futures. As of June 30, 2023, SEI manages, advises, or administers approximately $1.3 trillion in assets. For more information, visit

SEI Investments - S.A. ("SEI Lux") is SEI's Luxembourg-based European subsidiary, a specialized PSF, authorised and regulated by the Commission de Surveillance du Secteur Financier ("CSSF") (B257752), providing administrative and transfer agency services to Luxembourg investment funds.

SEI is an Equal Opportunity Employer and so much more:

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

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.

We are a technology and asset management company, delivering on our promise of building brave futuresSM—for our clients, our communities, and ourselves. Come build your brave future at SEI.

Note:

This position will require a successful background check, including employment verification, education verification and criminal history review, once an offer has been extended and accepted.

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 .