Kyle Lindemann Email & Phone Number

London, England, United Kingdom

Responsible for driving profitability through new sales agendas across the U.K. and US Private Banking and IFA market working closely with market unit sales teams. Conduct business assessments and collaborate with internal teams to sell cost-effective solutions to financial intermediaries. Prepare RFP proposals, conduct discovery workshops and manage stakeholders. Actively acquire up-to-date industry intelligence in order to drive product development as well as to effectively train team members to support SWP sales objectives.The SEI Wealth Platform is an end-to-end wealth processing and wealth management service providing technology and operational outsourcing. Delivering front, middle and back office services within a single infrastructure; the proposition supports the entire firm and customer lifecycle with embedded workflows from prospecting to onboarding to investing to re-advising customers.

London, England, United Kingdom

Oaks, Pa

● Serve as SEI Wealth Platform subject matter expert and provide hands-on training for operational, front office, and reporting workflows/procedures development.●Assist client to identify and make policy decisions, determine post-conversion organization structure, and assess the impact of decisions on client business. ●Conduct partner coordination between client and SEI Private Trust Company to ensure clear understanding of roles and responsibilities between SEI and the client. ●Analyze client reporting needs and generate requirements to assist in the configuration and creation of regulatory and end client reporting.●Provide ServiceNow reporting and best practice instruction to PMO team and manage the implementation of all US Banking clients onto the ServiceNow platform.

Oaks, Pa

●Conduct general project administration including maintenance of the project plan, preparation of key deliverables and the change management of team calendars/ meeting scheduling. ●Plan the approach, train the client, and monitor/ support the execution of data validation throughout key phases in the project timeline.●Coordinate with the Data Conversion and Configuration leads to analyze processing exception requirements and identify necessary changes to the operating model and the impact of those changes.●Support testing and reporting in all phases of the project lifecycle with special focus on the hands on training period and end client testing.

Deland, Fl

-Update all financial models in investments software to accurately record investments and the firms positions to ensure accuracy for successful decision making-Conduct data analysis on various investment strategies and propose changes to investment models to help lower overall costs to clients using ETFs-Complete research on client’s annuity contracts and prepare reports to present at weekly investment meetings

• Communicate Stetson University’s mission, vision and values through leading weekly tours to perspective Stetson University students and families.• Guide prospective students through their daily schedule during shadow day visits and answer any questions.• Collaborate with Stetson University Admissions during open houses by helping students register, giving tours, answering students and family question as well as set up and take down for the event.

• Supervise and motivate a staff of 80+ employees• Provide a welcoming and supportive environment for all employees and incoming students• Develop and oversee programming for 850-1000 incoming students• Perform various administrative tasks to ensure excellence in daily operations

• Organize and execute Division I athletic events (multiple sports)• Maintain safe work areas while setting up and breaking down athletic events• Continually execute team work with event staff to ensure success of athletic events