SEI

Head of Investment Product Specialists

SEI

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $150,000 - $250,000 per year

Job Level

Lead

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment productsfinancial marketsregulatory requirementssales supportproduct specialist
Soft Skills
communicationpresentationleadershiprelationship managementstrategic directiontrainingperformance oversightinitiative management
Certifications
BA/BS degreeCFAadvanced degree