Senior Investment Product Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Create distinct and compelling messaging for SEI's investment solutions (ETFs, SMAs/direct indexing, model portfolios, and alternatives), highlighting their value compared to competitors and illustrating portfolio use cases.

• Generate advisor-facing materials independently, such as presentations, product briefs, sales tools, and thought leadership, to bolster commercialization initiatives.

• Provide sales teams with effective, actionable messaging through training, resource materials, and continuous support to enhance client engagement and conversion rates.

• Collaborate directly with sales teams in the field; engage in client meetings, platform discussions, and due diligence presentations to help drive and secure opportunities.

• Assist in product launches and ongoing campaigns by delivering clear messaging, use cases, and client-ready content.

• Maintain a comprehensive understanding of advisor channels, platforms, and competitor offerings to guide positioning and strategy.

⛳️ Requirements

• At least 8 years of experience in asset management, product strategy, product specialist, or sales-oriented roles.

• Demonstrated capability to work independently and produce high-quality results with minimal supervision.

• Strong commercial focus with experience in supporting or participating in sales outcomes.

• In-depth understanding of investment vehicles, including ETFs, SMAs/direct indexing, model portfolios, and alternative structures.

• Proven experience in creating materials for clients (e.g., presentations, briefs, commentary).

• Ability to effectively communicate complex investment concepts to varied audiences.

• Excellent collaboration skills across Sales, Marketing, and Investment teams.

• BA/BS degree required; CFA or similar designation preferred.

• Willingness to travel (approximately 30–50%).

• Preferred licensing includes FINRA Series 7 and 63/66, or the ability to acquire these 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) to allow you to relax, recharge, and be present for loved ones.

• Healthcare benefits (medical, dental, vision, prescription, wellness, EAP, FSA).

• Life and disability insurance (premiums covered for base coverage).

• 401(k) match.

• Education assistance.

• Commuter benefits.

• Up to 11 paid holidays per year.

• 21 days of PTO per year, pro-rated for new hires, which increases over time.

• Paid parental leave.

• Backup childcare arrangements.

• Paid volunteer days.

• A discounted stock purchase plan.

• Investment options.

• Access to thriving employee networks.