SEI’s Asset Management Unit is launching a dedicated Investment Product Commercialization team focused on driving adoption of SEI’s investment products across our platform and external distribution channels. To support this initiative, SEI is seeking a Head of Investment Product Sales who combines strategic leadership with hands-on execution—a true player/coach who thrives in the field and currently runs a territory.
This role reports to the Head of Investment Product Development and Activation and will lead a new sales team responsible for driving growth through advisor engagement, distribution partnerships, and go-to-market execution, with a primary focus on Registered Investment Advisors (RIAs) and Independent Broker/Dealers (IBD).
Success in this role requires close collaboration with SEI’s RIA Channel and IBD Channel Sales Teams to ensure alignment, leverage existing relationships, and deliver a unified client experience.
What You Will Do
Lead by Example as a Player–Coach: Actively manage a key territory across RIAs and Independent Broker/Dealers, engaging investment decision-makers (CIOs, investment teams) and advisors as appropriate, while demonstrating best-in-class relationship management and sales execution.
Set and Execute Sales Strategy: Develop and execute a comprehensive investment product sales strategy across channels, aligned to SEI’s broader growth and commercialization objectives.
Drive Cross-Functional Alignment: Partner closely with Investment Product leadership and Sales/Client Team leadership to ensure coordinated coverage, cohesive engagement, and strong field execution across channels.
Own Go-to-Market Excellence: Serve as a central conduit between product development, activation, and the sales organization—driving launch readiness, consistent messaging, advisor education, and disciplined execution.
Strengthen Distribution Impact: Expand relationships, identify new opportunities, and improve alignment between product, sales, and commercialization efforts to scale SEI’s investment product distribution.
Build and Elevate the Team: Recruit, coach, and mentor a high-performing Investment Product Sales team, setting clear expectations and developing talent to support long-term growth.
Represent SEI Externally: Act as a senior ambassador for SEI across industry conferences, panels, and councils, reinforcing SEI’s thought leadership and brand with advisors and industry partners.
What We Need From You
Proven experience as a sales leader who actively manages a book of business or territory, with deep relationships in the RIA and independent broker/dealer space.
Minimum of 10 years in investment product sales, distribution, or commercialization within the asset management industry.
Extensive knowledge of investment products, advisor distribution models, and regulatory requirements.
Strong relationships with financial advisors and third-party platforms serving RIAs and independent broker/dealers.
Demonstrated success in building and leading high-performing sales teams.
Ability to travel up to 70%.
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.
We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
SEI Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SEI and has not been reviewed or approved by SEI.
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Healthcare Strength — Comprehensive medical coverage, FSAs, disability and life insurance, and wellness incentives are part of the package. Recognition for workplace mental health and on‑site wellness options further bolster perceived healthcare depth.
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Leave & Time Off Breadth — PTO is characterized as generous, with indications of ample time away and flexibility. Specific accruals and usage vary by team, so confirming details in offers is encouraged.
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Retirement Support — A 401(k) plan, an employee stock purchase plan, and an employee investment program are available, with plan features including early eligibility and automatic enrollment. Recent plan terms have included a safe‑harbor employer match with immediate vesting.
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What We Do
SEI® (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future. As of June 30, 2021, SEI manages, advises or administers approximately $1.3 trillion in assets. For more information, visit seic.com.
