Director, Investment Product Sales

SEI Corporation; United States; On-site; USD 175,000 - 250,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Education assistance

Paid parental leave

PTO

Job summary

SEI Corporation is expanding its Investment Product Sales team to accelerate adoption of its investment solutions across external distribution and platform channels. Reporting to the Head of Investment Product Sales, this role drives asset growth, opens new relationships, and expands SEI's reach within RIAs, independent broker-dealers, and asset managers.

The ideal candidate has 5+ years in investment product sales, a track record of generating net new assets, and FINRA licenses (or the ability

Qualifications

• Minimum 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 and 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.

Responsibilities

• Drive commercialization & growth by expanding adoption of SEI's investment capabilities across priority channels and building a disciplined pipeline.
• Open new relationships with RIAs, independent broker-dealers, and asset management firms.
• Collaborate with sales, product, investment management, and marketing teams to maximize distribution opportunities and growth.

Skills

Relationship building

Network expansion

Sales strategy

Communication

Travel readiness

Education

FINRA licenses (SIE, Series 7, Series 63/66)

Tools

CRM (Salesforce)

MS Office

Job description

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: 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.

Benefits:

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. 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 to 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.