Senior Investment Product Specialist

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🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🪄 Product Specialist

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SEI

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

💳 Fintech

🏢 Enterprise

Finance • Fintech • Enterprise

SEI is a company that delivers technology and investment solutions aimed at connecting the financial services industry. It provides services in investment processing, operations, and asset management, working with corporations to drive financial growth and change. SEI is also committed to diversity, equity, and inclusion, and seeks dynamic talent to join its diverse teams. The company has a range of career opportunities, including early career and entry-level positions, across its operations in the U. S. , U. K. , and Ireland.

📋 Description

• 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. • Partner directly with sales teams in the field; participate in client meetings, platform discussions, and due diligence presentations to help advance and close opportunities. • Support product launches and ongoing campaigns by delivering clear messaging, use cases, and client-ready content. • Maintain a strong understanding of advisor channels, platforms, and competitor offerings to inform positioning and strategy.

🎯 Requirements

• 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

🏖️ 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