Seic
Senior Investment Product Specialist
USA - Remote · Senior
Sponsorship not specified$30k-$50kDetected 5 days ago
Product StrategySalesLeadershipCollaborationPublic SpeakingCFA
About the role
- 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.
- 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.
Responsibilities
- 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.
- Independently create advisor-facing materials including presentations, product briefs, sales tools, and thought leadership to support commercialization efforts.
- 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
- Support product launches and ongoing campaigns by delivering clear messaging, use cases, and client-ready content.
- Partner directly with sales teams in the field; participate in client meetings, platform discussions, and due diligence presentations to help advance and close opportunities.
- Proven ability to operate independently and deliver high-quality work with minimal direction
- Come build your brave future at SEI.
- We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves.
Requirements
- Maintain a strong understanding of advisor channels, platforms, and competitor offerings to inform positioning and strategy.
Nice to have
- A minimum of 8 years of experience in asset management, product strategy, product specialist, or sales-oriented roles
- 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
- CFA or similar designation preferred
- Willingness to travel (approximately 30-50%)
Compensation
- $30k-$50k
Benefits
- We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
Company info
- At SEI, we're (literally) invested in your success.
Equal opportunity
- SEI is an Equal Opportunity Employer and so much more…
This listing is sourced directly from Seic's careers page and normalized into a canonical job model.