What are the responsibilities and job description for the Product Support Analyst position at SEI?
The Investment Product Development and Activation team is a newly established group within SEI’s Asset Management organization, dedicated to designing innovative investment solutions that improve client outcomes and expand access to new markets. Structured around two core pillars—Investment Product & Platform and Investment Product Commercialization, the team collaborates closely with investments, technology, marketing, and sales to drive strategic growth.
The Analyst role will focus on the Managed Accounts segment within the Investment Product & Platform pillar, supporting efforts to strengthen the existing platform, develop new offerings, and execute strategic initiatives that deliver scale and accelerate growth. The Managed Account offering provides SEI’s clients access to separately managed accounts, model portfolios, and SEI’s tax management offering. This role will report to the co-head of Managed Accounts.
What you will do:
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, a hybrid working environment for most roles, 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.
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.
The Analyst role will focus on the Managed Accounts segment within the Investment Product & Platform pillar, supporting efforts to strengthen the existing platform, develop new offerings, and execute strategic initiatives that deliver scale and accelerate growth. The Managed Account offering provides SEI’s clients access to separately managed accounts, model portfolios, and SEI’s tax management offering. This role will report to the co-head of Managed Accounts.
What you will do:
- Support planning and execution of investment product initiatives, provide expertise to stakeholders, maintain project plans, track progress, and proactively address risks to keep projects on schedule and within budget.
- Collaborate with internal teams on investment products and enhancements and lead team meetings to set clear agendas and ensure effective communication and accountability
- Act as the main contact for partner firms, assist with due diligence and coordinate issue resolution
- Research market trends and competitors, analyze data, and provide insights to inform product strategy and positioning
- Bachelor’s degree in finance, business, or a related field (advanced degree, CFA, or progress towards is a plus)
- Minimum 1 year of related work experience. Experience with managed accounts and/or advisory platforms preferred
- Understanding investment products, including SMAs, model portfolios, mutual funds, and ETFs
- Excellent communication skills, including written, verbal, and presentation formats
- Strong organizational, analytical, and project-management skills
- Demonstrated proficiency in Excel required
- Curiosity, critical thinking, and attention to detail. Solution-oriented with strong problem-solving skills
- Ability to manage multiple priorities in a fast-paced environment
- Strong problem-solving skills and a collaborative mindset
- Ability to make strategic decisions using data and sound judgement
- Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection, and fun. Please see our website for more information. https://www.seic.com/
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, a hybrid working environment for most roles, 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.
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.