Investment Product Launch & Growth Associate

seic

Pennsylvania

On-site

USD 75,000 - 110,000

Full time

4 days ago
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Benefits offered by this job

Healthcare
401(k) match
Tuition reimbursement
Paid time off

Job summary

SEI is seeking an Associate in the Investment Product Development pillar to support the design, regulatory approval, and commercial launch of a diverse set of investment products. You will work across public and private markets, collaborating with Investments, Legal, Compliance, Operations, Distribution, and Marketing to bring products from concept to scale.

You will gain broad exposure to the product lifecycle and grow quickly within the investment product space, reporting to a Senior Director

Qualifications

  • Bachelor's degree in Finance, Business, Economics or related field; advanced degree or CFA a plus.
  • 2–5 years of relevant experience in investment product, asset management, fund operations, consulting, or related financial services.
  • Working knowledge of investment products and vehicles.
  • Familiarity with regulatory and operational environment for registered products, including fund governance and distribution.
  • Strong written, verbal, and presentation skills; ability to distill complex topics into clear, decision-ready materials.
  • Proficiency in Excel and PowerPoint.

Responsibilities

  • Support end-to-end development and launch of new investment products across public and private markets, including business case development and go-to-market readiness.
  • Maintain project plans, launch timelines, milestones, and surface risks and dependencies.
  • Coordinate with legal, compliance, operations, finance, and distribution to advance registrations and platform onboarding.
  • Lead cross-functional meetings, capture decisions, and drive follow-ups to keep on schedule.
  • Conduct market research on fee structures, liquidity terms, product structures, and flows; translate into actionable recommendations.
  • Prepare product overviews, talking points, comparisons, and launch updates for the team and organization.
  • Support commercialization efforts with Marketing and Sales, including collateral review and RFP responses.
  • Contribute to ongoing management of existing products, including performance monitoring and lifecycle enhancements.

Skills

Financial analysis
Project management
Communication
Presentation skills

Education

Bachelor's degree in Finance/Business/Economics

Tools

Excel
PowerPoint

Job description

SEI is seeking an Associate in the Investment Product Development pillar to support the design, regulatory approval, and commercial launch of a diverse set of investment products. You will work across public and private markets, collaborating with Investments, Legal, Compliance, Operations, Distribution, and Marketing to bring products from concept to scale.

You will gain broad exposure to the product lifecycle and grow quickly within the investment product space, reporting to a Senior Director

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