Head of Investment Product Specialists
SEI (1 month ago)
About this role
A senior strategic leader responsible for overseeing SEI’s Investment Product Specialist team to advance adoption and commercialization of the firm’s investment solutions across the platform and external distribution channels. The role shapes product positioning and client-facing education strategy while aligning the team’s work with SEI’s broader growth and commercialization objectives.
Required Skills
- Product Positioning
- Client Education
- Go-To-Market
- Team Leadership
- Investment Products
- Advisor Relationships
- Communication Skills
- Presentation Skills
- Regulatory Knowledge
- Sales Enablement
Qualifications
- BA/BS
- CFA
- Advanced Degree
About SEI
seic.comSEI is a global provider of technology and investment solutions serving financial institutions, wealth managers, asset managers, corporations and affluent families. The firm offers outsourced investment management and administration, investment processing and operations, and integrated technology platforms for portfolio management, reporting and client servicing. By combining proprietary software, operational outsourcing and investment expertise, SEI helps clients scale, streamline operations, enhance reporting and manage risk and compliance. Clients choose SEI for its customizable, end-to-end solutions and industry experience across global markets.
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