Associate, Investment Product Development and Commercialization

041 SEI Investments Management Corporation; Oaks (PA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Healthcare plan

401(k) match

Tuition reimbursement

Paid time off

Parental leave

Back-up childcare

Job summary

SEI Investments Management Corporation is seeking an Associate to support the development and commercialization of investment products across public and private markets. You will guide products from concept through regulatory approval, onboarding and commercial launch, collaborating with legal, compliance, operations, distribution and marketing teams.

You will help manage product lifecycles, conduct market research, prepare concise materials, and contribute to ongoing performance monitoring and

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• 2–5 years of relevant experience in investment product or asset management.
• Strong written, verbal and presentation skills; ability to distill complex topics.

Responsibilities

• Lead end-to-end development and launch of new investment products across public and private markets.
• Maintain project plans, launch timelines, milestones and dependencies.
• Collaborate with legal, compliance, operations, finance and distribution teams on registrations and fund documents.
• Coordinate cross-functional workstreams and capture decisions for timely delivery.
• Conduct competitive and market research to inform product strategy and positioning.
• Prepare product overviews, talking points and launch updates for stakeholders.
• Support commercialization alongside Marketing and Sales, including RFP responses.
• Assist ongoing management of existing products, monitor performance and lifecycle changes.

Skills

Excel

PowerPoint

Project management

Communication

Analytical skills

Education

Bachelor's degree in Finance/Business/Economics

Job description

The Investment Product Development and Commercialization team is a newly established group within SEI’s Asset Management organization, focused on designing innovative investment solutions that enhance client outcomes and expand access to new markets. The team operates across two core pillars—Investment Product & Platform and Investment Product Commercialization—and partners closely with Investments, Technology, Marketing, and Sales to drive strategic growth. The Associate role sits within the Investment Product Development pillar and supports SEI’s public and private markets product businesses. The role spans the full breadth of SEI’s product set—mutual funds, ETFs, collective investment trusts, and registered alternatives such as interval and tender-offer funds developed in partnership with leading global asset managers. In this role you will help take products from concept through regulatory approval, operational readiness, and commercial launch, and then support them as they scale. This position offers broad exposure to every functional area involved in the product lifecycle—investments, legal, compliance, operations, distribution, and marketing. It is well suited to someone who wants to build deep, durable expertise across both public and private market investment vehicles and grow quickly within the investment product space.

This position reports to a Senior Director on the Investment Product team.

What You Will Do:

• Support the end-to-end development and launch of new investment products across public and private markets, including business case development, structure and vehicle selection, and go-to-market readiness
• Maintain project plans and launch timelines, track milestones and deliverables, and proactively surface risks, dependencies, and decisions that require escalation
• Partner with legal, compliance, operations, finance, and distribution teams to advance registration statements, fund documents, operational build-out, and platform onboarding
• Coordinate cross-functional workstreams and meetings—setting agendas, capturing decisions, and driving follow-ups so deliverables stay on schedule
• Conduct competitive and market research—fee structures, liquidity terms, product structures, and flows—and translate findings into clear recommendations that inform product strategy and positioning
• Prepare product overviews, talking points, comparison analyses, and launch updates for use across the team and broader organization
• Support commercialization efforts alongside Investment Product Specialists, Marketing and Sales, including product collateral review, RFP and due diligence questionnaire responses, and field enablement
• Contribute to the ongoing management of existing products, including performance and asset monitoring, lifecycle enhancements, and periodic reporting

What We Need from You:

• Bachelor’s degree in Finance, Business, Economics, or a related field (advanced degree, CFA, or progress toward designation is a plus)
• 2–5 years of relevant experience in investment product, asset management, fund operations, consulting, or a related financial services role
• Working knowledge of investment products and vehicles
• Familiarity with the regulatory and operational environment for registered products, including fund governance, distribution, and service provider models
• Strong written, verbal, and presentation skills, with the ability to distill complex topics into clear, decision-ready materials
• Excellent organizational, analytical, and project management skills, with demonstrated proficiency in Excel and PowerPoint

What We Would Like From You:

• Intellectual curiosity and a genuine interest in how investment products are built, distributed, and differentiated in the market
• Ownership mentality—you take initiative, follow through without being asked, and hold cross-functional partners accountable to timelines
• A solution-oriented mindset with the ability to navigate ambiguity and solve problems collaboratively
• Comfort managing multiple priorities in a fast-paced, entrepreneurial environment where the product set is expanding rapidly
• Ability to use data and sound judgment to support strategic decision-making
• A collaborative, professional approach and the ability to build strong working relationships across functions

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.

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.

We are global provider of technology, operations, and asset management services for the financial services industry. We tailor our solutions to help clients make effective use of their capital—whether that’s money, time, or talent—so they can grow and better serve their clients.

At SEI, we’re committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.