SEI Investments

Director, Investment Product Sales

SEI Investments$175K — $225K *
US-AnywhereRemote in United States
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in investment product sales or business development
  • Proven track record of net new asset generation and revenue growth
  • Strong relationship-building skills with key decision-makers
  • Expertise in advisor distribution channels and investment products
  • Experience managing an effective sales pipeline
  • Existing connections in RIA, independent broker-dealer, or asset management preferred
  • FINRA licenses (SIE, Series 7, and Series 63/66) required or to be obtained
  • Willingness to extensively travel within the assigned territory

Responsibilities

  • Drive adoption of SEI's investment capabilities and achieve asset growth
  • Commercialize investment products including ETFs and model portfolios
  • Collaborate with the Head of Investment Product Sales on market strategies
  • Build and nurture relationships with advisors and key decision-makers
  • Identify and create new business opportunities in the territory
  • Leverage internal teams to maximize distribution and enhance client outcomes
  • Maintain a disciplined sales pipeline for effective follow-through

Benefits

  • Comprehensive healthcare plans (medical, dental, vision)
  • Life and disability insurance premiums covered for base coverage
  • 401(k) matching contributions available
  • Tuition reimbursement for educational advancement
  • Flexible Paid Time Off (PTO) policy for work-life balance
  • Paid parental leave and support for working parents
  • Back-up childcare benefits
  • Up to 11 paid holidays per year
  • Paid volunteer days to support community engagement
  • Access to employee networks and support for professional growth
Full Job Description
SEI's Asset Management Unit is building a dedicated Investment Product Sales team focused on accelerating adoption of SEI's investment solutions across external distribution and platform channels. Reporting to the Head of Investment Product Sales, this role will be responsible for driving asset growth, opening new relationships, and expanding the reach of SEI's investment capabilities across the RIA, independent broker-dealer, and asset management channels. This is a highly visible, entrepreneurial opportunity for a sales professional who wants to play a meaningful role in shaping the future growth of SEI's asset management business.

What You'll Do:

Drive Commercialization & Growth
Help expand SEI's sphere of influence by driving adoption of our investment capabilities and delivering net new AUM and revenue growth across priority channels.
  • Commercialize SEI's ETFs, alternative investments, model portfolios, and future investment solutions while building and maintaining a disciplined pipeline that converts opportunities into asset growth.
  • Partner with the Head of Investment Product Sales and broader Commercialization team to execute go-to-market strategies, support product launches, and enhance SEI's visibility and market presence.


Open New Relationships
Expand SEI's reach by developing relationships with advisors, CIOs, investment teams, asset managers, and other key decision-makers.
  • Own a defined territory and proactively cultivate relationships across RIAs, independent broker-dealers, and asset management firms.
  • Create new business opportunities, deepen engagement with key decision-makers, and establish SEI as a trusted investment partner within the territory.


Leverage the Power of One SEI
Work across the organization to maximize distribution opportunities and improve client outcomes.
  • Partner with sales, product, investment management, and marketing teams to drive commercialization efforts and identify opportunities for growth.
  • Leverage existing SEI relationships and capabilities to expand client opportunities and deliver better outcomes.


What We Need From You:
  • A minimum of 5 years of investment product sales, distribution, or business development experience.
  • Proven success generating net new assets, revenue growth, and exceeding sales targets.
  • Demonstrated ability to open doors, build relationships, and influence advisors, CIOs, and investment decision-makers.
  • Strong understanding of advisor distribution channels, investment products, and commercialization strategies.
  • Experience developing and managing a high-quality sales pipeline with disciplined follow-through.
  • Existing relationships within the RIA, independent broker-dealer, and/or asset management community preferred.
  • FINRA licenses (SIE, Series 7, and Series 63/66) or ability to obtain.
  • Willingness to travel extensively within the assigned territory.


The base salary for this position is expected to be between $175k-$225k with additional compensation able to be earned.

SEI's competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.

About SEI Investments

SEI Investments is a financial services company that provides investment processing, investment management, and investment operations solutions to institutional and personal wealth management clients. The company was founded in 1968 and is headquartered in Oaks, Pennsylvania. SEI Investments has a global presence with offices in North America, Europe, and Asia. The company's investment management solutions include mutual funds, exchange-traded funds (ETFs), and separately managed accounts. SEI Investments also provides technology solutions to financial institutions, including wealth management platforms and outsourcing services.
Learn more about SEI Investments
Size
4,371 employees
Market Cap
$7.8 billion
Industry
Net Income
$447.2 million
Founded
1968
5 Year Trend
+6.5%
Revenue
$1.6 billion
NASDAQ

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