Career Opportunity – SEI Giving Fund

Executive Director



The SEI Giving Fund (the “Fund”) is a donor-advised fund created in 2000 by SEI Investment Company. As such, it is a public charity with a board of directors comprised of independent and SEI-affiliated members. Donors can make irrevocable contributions to individual accounts in the SEI Giving Fund, recommend how the accounts’ assets are invested and recommend grants from the accounts to charities. The SEI Giving Fund currently has approximately 70 individual accounts and assets of approximately $25-30 million, with great growth potential.



Job Description



The SEI Giving Fund has an immediate opportunity for a strong marketing and relationship management professional to serve as the Executive Director of the SEI Giving Fund. The Executive Director is responsible for overseeing the activities of the SEI Giving Fund and acting as the spokesperson for the Fund. Activities will also include the establishment of marketing programs for the fund in order to grow assets.



The Executive Director of the SEI Giving Fund reports directly to the SEI Giving Fund Board of Directors.



This is a part-time position approximately 10 hours a week. Specific hours are somewhat flexible.



Responsibilities



• Oversight of the operations of the Fund

• Sales support for intermediaries distributing the Fund to their end clients

• Provide education and training for SEI sales and service teams

• Vendor management

• Board reporting

• Coordination of auditing process and tax return preparation

• Assist internal SEI business units with sales positioning of the Fund

• Work with legal counsel to insure Fund’s compliance with Pension Protection Act and to pass public support test

• Develop annual budget

• Oversee due diligence process

• Oversee federal and state filing process

• Maintain Fund website and all marketing materials

• Review and monitor investment options offered to donors



Required Experience and Skills



• Prior experience with and basic knowledge of charitable vehicles, including donor advised funds

• Understanding of distribution channels for and marketing of a financial product

• Working knowledge of grant making and due diligence procedures

• Strong relationship management skills

• Proficiency in Microsoft Office



QUALIFIED APPLICANTS SHOULD APPLY THROUGH SEI'S WEBSITE (WWW.SEIC.COM). PLEASE REFER TO JOB ID 1329, THANK YOU.