Senior Investment Product Specialist

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.

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.