Head of Investment Product Specialists

SEI1GLOBAL

19h • Hybrid

About The Position

SEI’s Asset Management Unit is building a dedicated Product Specialist team to deepen client engagement and accelerate adoption of SEI’s investment solutions across our platform and external distribution channels. To lead this initiative, SEI seeks a Head of Investment Product Specialists—a strategic leader responsible for shaping product positioning, driving client education, and enabling successful go-to-market execution. This role reports to the Head of Investment Product Development and Activation and will oversee a team of Investment Product Specialists, ensuring alignment with SEI’s growth objectives and commercialization strategy.

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%.

Responsibilities

• Product Expertise & Positioning: Serve as the internal and external champion for SEI’s investment products, ensuring clear, compelling positioning and messaging for advisors and distribution partners.
• Client Engagement & Education: Design and lead programs that educate clients on SEI’s product suite, investment philosophy, and use cases to drive adoption.
• Go-to-Market Support: Partner with Sales, Marketing, and Investment Management teams to deliver impactful product launches, campaigns, and enablement tools.
• Cross-Functional Collaboration: Work across the Asset Management unit to integrate product knowledge into sales strategies and client solutions.
• Team Leadership: Manage and coach the Product Specialist team, providing strategic direction, training, and performance oversight to ensure best-in-class advisor support.

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)
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 1,001-5,000 employees