Client Services Specialist III, Collective Investment Trust Officer

SEI Investments • Oaks, PA, US • published 2026-09-22 04:42:21.987369

Description

**Specialist II, CIT Finance, IMS, Oaks:** As a Specialist II on the Collective Investment Trust (CIT) team, you will be responsible for assisting the team to fulfill its multi\-faceted duties with respect to overseeing our business and various other aspects of IMS product offering that impact the use of SEI affiliates. SEI’s CIT Team is responsible for establishing and maintaining collective trusts under the rules of its direct regulator and standards of the Department of Labor, Internal Revenue Service and other regulatory bodies. This team works closely with internal divisions including the ITA, IFS, Compliance, Legal, etc. The CIT Team currently supports over 700 collective funds with approximately $225 Billion in AUM working with over 190 investment sub\-advisors. **What you will do:** · Coordination and oversight of CIT audits. o Assist with the engagement of Big 4 accounting firms to audit the financial statements of SEI’s CITs, including approval by the Board. o Represent the CIT team on recurring calls involving auditors and other key internal and external stakeholders such as fund accounting, financial reporting, and the applicable investment managers to oversee each audi...

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