Head of Investment Product Specialists

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.What you will do: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.What we need from you: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%.The base salary pay for this role is estimated to be between $150,000 - $250,000 per year. This position will also be eligible to earn a discretionary bonus each year, subject to company approval.SEI?s competitive advantage:To help you stay energized, engaged and inspired, we offer a wide range of benefits including 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 and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include 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 and more.We are a technology and asset management company delivering on our promise of building brave futures (SM)?for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more?After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we?re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.AI Acceptable Use in the application and interview process:SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals? personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.