SEI is seeking a Senior Investment Product Specialist to join its Asset Management team. This role is focused on driving product adoption through differentiated positioning, high-impact content, and direct partnership with sales teams.
The ideal candidate combines deep investment expertise with a strong commercial mindset and the ability to operate with a high degree of autonomy—turning limited direction into actionable insights, compelling materials, and meaningful business outcomes.
What you will do:
- Product Positioning & Strategy
Develop clear, differentiated messaging across SEI’s investment solutions (ETFs, SMAs/direct indexing, model portfolios, and alternatives), articulating value relative to competitors and portfolio use cases. - Content Creation & Thought Leadership
Independently create advisor-facing materials including presentations, product briefs, sales tools, and thought leadership to support commercialization efforts. - Sales Enablement
Equip sales teams with practical, actionable messaging through training, materials, and ongoing support to improve client engagement and conversion. - Field Engagement & Client Support
Partner directly with sales teams in the field; participate in client meetings, platform discussions, and due diligence presentations to help advance and close opportunities. - Go-to-Market Execution
Support product launches and ongoing campaigns by delivering clear messaging, use cases, and client-ready content. - Market & Competitive Intelligence
Maintain a strong understanding of advisor channels, platforms, and competitor offerings to inform positioning and strategy.
What we need from you:
- A minimum of 8 years of experience in asset management, product strategy, product specialist, or sales-oriented roles
- Proven ability to operate independently and deliver high-quality work with minimal direction
- Strong commercial orientation with experience supporting or participating in sales outcomes
- Deep understanding of investment vehicles, including ETFs, SMAs/direct indexing, model portfolios, and alternative structures
- Demonstrated experience creating client-facing materials (e.g., presentations, briefs, commentary)
- Ability to clearly communicate complex investment concepts to diverse audiences
- Strong collaboration skills across Sales, Marketing, and Investment teams
- BA/BS required; CFA or similar designation preferred
- Willingness to travel (approximately 30–50%)
Licensing
FINRA Series 7 and 63/66 preferred, or ability to obtain within a reasonable timeframe
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, a hybrid working environment for most roles, 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.
