SEI Logo

SEI

Senior Director, Investment Product Sales

Posted One Month Ago
Be an Early Applicant
Remote
Hiring Remotely in USA
175K-250K Annually
Senior level
Remote
Hiring Remotely in USA
175K-250K Annually
Senior level
Lead investment product sales growth across RIA, independent broker-dealer, and asset management channels. Commercialize ETFs, alternative investments, model portfolios, and future solutions; generate new assets and revenue; develop advisor and institutional relationships; manage a disciplined pipeline; execute go-to-market strategies and product launches; and collaborate across sales, product, investment management, and marketing teams. Extensive travel within the assigned territory is required.
The summary above was generated by AI

SEI's Asset Management Unit is building a dedicated Investment Product Sales team focused on accelerating adoption of SEI's investment solutions across external distribution and platform channels. Reporting to the Head of Investment Product Sales, this role will be responsible for driving asset growth, opening new relationships, and expanding the reach of SEI's investment capabilities across the RIA, independent broker-dealer, and asset management channels. This is a highly visible, entrepreneurial opportunity for a sales professional who wants to play a meaningful role in shaping the future growth of SEI's asset management business.

What You’ll Do:

Drive Commercialization & Growth
Help expand SEI's sphere of influence by driving adoption of our investment capabilities and delivering net new AUM and revenue growth across priority channels.

  • Commercialize SEI's ETFs, alternative investments, model portfolios, and future investment solutions while building and maintaining a disciplined pipeline that converts opportunities into asset growth.
  • Partner with the Head of Investment Product Sales and broader Commercialization team to execute go-to-market strategies, support product launches, and enhance SEI's visibility and market presence.

Open New Relationships
Expand SEI's reach by developing relationships with advisors, CIOs, investment teams, asset managers, and other key decision-makers.

  • Own a defined territory and proactively cultivate relationships across RIAs, independent broker-dealers, and asset management firms.
  • Create new business opportunities, deepen engagement with key decision-makers, and establish SEI as a trusted investment partner within the territory.

Leverage the Power of One SEI
Work across the organization to maximize distribution opportunities and improve client outcomes.

  • Partner with sales, product, investment management, and marketing teams to drive commercialization efforts and identify opportunities for growth.
  • Leverage existing SEI relationships and capabilities to expand client opportunities and deliver better outcomes.

What We Need From You:

  • A minimum of 5 years of investment product sales, distribution, or business development experience.
  • Proven success generating net new assets, revenue growth, and exceeding sales targets.
  • Demonstrated ability to open doors, build relationships, and influence advisors, CIOs, and investment decision-makers.
  • Strong understanding of advisor distribution channels, investment products, and commercialization strategies.
  • Experience developing and managing a high-quality sales pipeline with disciplined follow-through.
  • Existing relationships within the RIA, independent broker-dealer, and/or asset management community preferred.
  • FINRA licenses (SIE, Series 7, and Series 63/66) or ability to obtain.
  • Willingness to travel extensively within the assigned territory.

Location/Territory is Flexible for Northeast, Southeast, Midwest, South Central.  -This role supports a flexible territory model. We encourage qualified candidates from all eligible locations to apply. The specific territory will be assigned upon selection of the successful candidate. The base salary for this position is expected to be between $175k-$250k with additional compensation able to be earned.


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, 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.  

The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.

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.   

Similar Jobs

5 Minutes Ago
Remote or Hybrid
45K-85K Annually
Junior
45K-85K Annually
Junior
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handle inbound calls and warm leads, consult customers on insurance needs, recommend appropriate property and casualty coverage, and convert prospects into policyholders. Complete paid training and obtain a Property and Casualty license if needed. Representatives must work designated weekday and weekend schedules, maintain a professional home workspace, and meet wired internet requirements.
Top Skills: Cable InternetDslFiber InternetPcWired High-Speed Internet
An Hour Ago
Remote or Hybrid
United States
135K-185K Annually
Senior level
135K-185K Annually
Senior level
Artificial Intelligence • Cloud • Payments • Software • Business Intelligence • Generative AI • Automation
Lead and grow a global data engineering team while establishing foundational data platforms and engineering standards. Design and oversee GCP-based pipelines, medallion data models, DataOps, monitoring, SLAs, CI/CD, governance, and data quality practices. Drive AI adoption across engineering workflows and build reliable, AI-ready data. Partner with business and technology stakeholders to prioritize roadmaps, deliver scalable solutions, and support data democratization.
Top Skills: Apache AirflowBigQueryCeligoChatgptClaudeCloud ComposerCloud IamCloud StorageCopilotData Policy TagsDataflowDbtGCPInfrastructure As CodeLookerPub/SubPythonSQL
An Hour Ago
Remote or Hybrid
United States
87K-100K Annually
Senior level
87K-100K Annually
Senior level
AdTech • Agency • Artificial Intelligence • Digital Media • Marketing Tech • Social Media • PropTech
Manage strategically complex client relationships and portfolios, owning retention, expansion, and cross-channel digital marketing strategy. Lead quarterly business presentations, deliver data-backed recommendations, coordinate internal teams, and act as a Fiona platform expert. Drive departmental initiatives, process improvements, product feedback, client onboarding, and mentorship for Account Managers and Coordinators. Success is measured through retention, client satisfaction, response times, reporting accuracy, expansion, revenue growth, and team development.
Top Skills: AIDisplay AdvertisingEmail MarketingFionaGeofencingNative AdvertisingOrganic SocialPaid SearchPaid SocialReputation ManagementSeo

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account