Product Support Analyst

SEI1GLOBAL • Upper Providence Township, PA

2d

About The Position

At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. The Investment Product Development and Activation team is a newly established group within SEI’s Asset Management organization, dedicated to designing innovative investment solutions that improve client outcomes and expand access to new markets. Structured around two core pillars—Investment Product & Platform and Investment Product Commercialization, the team collaborates closely with investments, technology, marketing, and sales to drive strategic growth. The Analyst role will focus on the Managed Accounts segment within the Investment Product & Platform pillar, supporting efforts to strengthen the existing platform, develop new offerings, and execute strategic initiatives that deliver scale and accelerate growth. The Managed Account offering provides SEI’s clients access to separately managed accounts, model portfolios, and SEI’s tax management offering. This role will report to the co-head of Managed Accounts.

Requirements

• Bachelor’s degree in finance, business, or a related field (advanced degree, CFA, or progress towards is a plus)
• Minimum 1 year of related work experience. Experience with managed accounts and/or advisory platforms preferred
• Understanding investment products, including SMAs, model portfolios, mutual funds, and ETFs
• Excellent communication skills, including written, verbal, and presentation formats
• Strong organizational, analytical, and project-management skills
• Demonstrated proficiency in Excel required

Nice To Haves

• Curiosity, critical thinking, and attention to detail. Solution-oriented with strong problem-solving skills
• Ability to manage multiple priorities in a fast-paced environment
• Strong problem-solving skills and a collaborative mindset
• Ability to make strategic decisions using data and sound judgement
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection, and fun. Please see our website for more information.

Responsibilities

• Support planning and execution of investment product initiatives, provide expertise to stakeholders, maintain project plans, track progress, and proactively address risks to keep projects on schedule and within budget.
• Collaborate with internal teams on investment products and enhancements and lead team meetings to set clear agendas and ensure effective communication and accountability
• Act as the main contact for partner firms, assist with due diligence and coordinate issue resolution
• Research market trends and competitors, analyze data, and provide insights to inform product strategy and positioning

Benefits

• paid parental leave
• back-up childcare arrangements
• paid volunteer days
• education assistance
• access to thriving employee networks

What This Job Offers

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