Managing Director, Investment Product Sales

SEI•Upper Providence Township, PA

3d•Hybrid

About The Position

SEI’s Asset Management Unit is launching a dedicated Investment Product Commercialization team focused on driving adoption of SEI’s investment products across our platform and external distribution channels. To support this initiative, SEI is seeking a Head of Investment Product Sales who combines strategic leadership with hands-on execution—a true player/coach who thrives in the field and currently runs a territory. This role reports to the Head of Investment Product Development and Activation and will lead a new sales team responsible for driving growth through advisor engagement, distribution partnerships, and go-to-market execution, with a primary focus on Registered Investment Advisors (RIAs) and Independent Broker/Dealers (IBD). Success in this role requires close collaboration with SEI’s RIA Channel and IBD Channel Sales Teams to ensure alignment, leverage existing relationships, and deliver a unified client experience.

Requirements

Proven experience as a sales leader who actively manages a book of business or territory, with deep relationships in the RIA and independent broker/dealer space.
Minimum of 10 years in investment product sales, distribution, or commercialization within the asset management industry.
Extensive knowledge of investment products, advisor distribution models, and regulatory requirements.
Strong relationships with financial advisors and third-party platforms serving RIAs and independent broker/dealers.
Demonstrated success in building and leading high-performing sales teams.
Ability to travel up to 70%.

Responsibilities

Lead by Example as a Player–Coach: Actively manage a key territory across RIAs and Independent Broker/Dealers, engaging investment decision-makers (CIOs, investment teams) and advisors as appropriate, while demonstrating best-in-class relationship management and sales execution.
Set and Execute Sales Strategy: Develop and execute a comprehensive investment product sales strategy across channels, aligned to SEI’s broader growth and commercialization objectives.
Drive Cross-Functional Alignment: Partner closely with Investment Product leadership and Sales/Client Team leadership to ensure coordinated coverage, cohesive engagement, and strong field execution across channels.
Own Go-to-Market Excellence: Serve as a central conduit between product development, activation, and the sales organization—driving launch readiness, consistent messaging, advisor education, and disciplined execution.
Strengthen Distribution Impact: Expand relationships, identify new opportunities, and improve alignment between product, sales, and commercialization efforts to scale SEI’s investment product distribution.
Build and Elevate the Team: Recruit, coach, and mentor a high-performing Investment Product Sales team, setting clear expectations and developing talent to support long-term growth.
Represent SEI Externally: Act as a senior ambassador for SEI across industry conferences, panels, and councils, reinforcing SEI’s thought leadership and brand with advisors and industry partners.