Head of Investment Product Specialists
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Job Description
Head of Investment Product Specialists at SEI overseeing product positioning and client engagement. Leading a team to drive market execution and adoption of investment solutions.
Responsibilities:
- Serve as the internal and external champion for SEI’s investment products, ensuring clear, compelling positioning and messaging for advisors and distribution partners
- Design and lead programs that educate clients on SEI’s product suite, investment philosophy, and use cases to drive adoption
- Partner with Sales, Marketing, and Investment Management teams to deliver impactful product launches, campaigns, and enablement tools
- Work across the Asset Management unit to integrate product knowledge into sales strategies and client solutions
- Manage and coach the Product Specialist team, providing strategic direction, training, and performance oversight to ensure best-in-class advisor support
Requirements:
- BA/BS degree or equivalent experience; CFA or advanced degree preferred
- A minimum of 10 years in investment product distribution, sales support, or product specialist roles within asset management
- Deep knowledge of investment products, financial markets, and regulatory requirements
- Strong relationships with advisor networks and third-party platforms
- Proven ability to translate complex investment concepts into clear, actionable messaging
- Exceptional communication, presentation, and leadership skills
- Ability to manage multiple initiatives and drive measurable advisor engagement
- Willingness to travel up to 40%
Benefits:
- 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
- flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about
- 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
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