What are the responsibilities and job description for the Head of Investment Product Commercialization position at SEI1GLOBAL?
SEI’s Asset Management Unit is launching a new dedicated Investment Product Commercialization team focused on driving investment product adoption across SEI’s platform and external distribution channels.
To support this launch, SEI has an immediate need for a Head of Investment Product Commercialization. This role reports to the Head of Investment Product Development and Activation and will be responsible for leading a new group within the unit that focuses on sales strategy, distribution enablement, and commercialization of investment products.
The leader will oversee the Investment Product Specialists and Investment Product Sales teams, ensuring alignment with business growth objectives and successful go-to-market execution.
What you will do:
Sales Strategy Development: Lead the creation and execution of a comprehensive sales and commercialization strategy aligned with the overall product roadmap, identifying key target audiences, distribution channels, and success metrics.
Go-to-Market Leadership: Oversee the planning and execution of product launch activities, including sales enablement, messaging, communication channels, and onboarding processes.
Cross-functional Collaboration: Partners across the entire Asset Management unit (Sales, Investment Management Unit, Marketing, etc.) for seamless integration and coordinated efforts across the commercialization lifecycle.
Sales Enablement and Campaign Management: Direct the development and implementation of targeted sales campaigns and tools to drive advisor engagement and product adoption.
Team Leadership: Lead and manage the Investment Product Specialists and Sales teams, providing strategic direction, coaching, and performance management to ensure effective execution of the commercialization plan.
What we need from you:
BA/BS degree in a related field; or the equivalent in education and work experience.
Minimum of 10 years of experience in investment product sales, distribution, or commercialization within the investment management industry.
Extensive knowledge of investment products, financial markets, and regulatory requirements.
Strong relationships and experience working with third-party distribution platforms and financial advisor networks.
Proven track record of developing and executing successful sales strategies and go-to-market plans.
Strong project management skills with the ability to manage multiple initiatives simultaneously.
Excellent communication, presentation, and interpersonal skills.
Experience leading cross-functional teams and managing sales organizations.
Demonstrated ability to drive results and achieve business growth objectives.
CFA or advanced degree preferred.
This position includes strategy management and execution, and up to 40% travel potential.
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, 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 .
To support this launch, SEI has an immediate need for a Head of Investment Product Commercialization. This role reports to the Head of Investment Product Development and Activation and will be responsible for leading a new group within the unit that focuses on sales strategy, distribution enablement, and commercialization of investment products.
The leader will oversee the Investment Product Specialists and Investment Product Sales teams, ensuring alignment with business growth objectives and successful go-to-market execution.
What you will do:
Sales Strategy Development: Lead the creation and execution of a comprehensive sales and commercialization strategy aligned with the overall product roadmap, identifying key target audiences, distribution channels, and success metrics.
Go-to-Market Leadership: Oversee the planning and execution of product launch activities, including sales enablement, messaging, communication channels, and onboarding processes.
Cross-functional Collaboration: Partners across the entire Asset Management unit (Sales, Investment Management Unit, Marketing, etc.) for seamless integration and coordinated efforts across the commercialization lifecycle.
Sales Enablement and Campaign Management: Direct the development and implementation of targeted sales campaigns and tools to drive advisor engagement and product adoption.
Team Leadership: Lead and manage the Investment Product Specialists and Sales teams, providing strategic direction, coaching, and performance management to ensure effective execution of the commercialization plan.
What we need from you:
BA/BS degree in a related field; or the equivalent in education and work experience.
Minimum of 10 years of experience in investment product sales, distribution, or commercialization within the investment management industry.
Extensive knowledge of investment products, financial markets, and regulatory requirements.
Strong relationships and experience working with third-party distribution platforms and financial advisor networks.
Proven track record of developing and executing successful sales strategies and go-to-market plans.
Strong project management skills with the ability to manage multiple initiatives simultaneously.
Excellent communication, presentation, and interpersonal skills.
Experience leading cross-functional teams and managing sales organizations.
Demonstrated ability to drive results and achieve business growth objectives.
CFA or advanced degree preferred.
This position includes strategy management and execution, and up to 40% travel potential.
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, 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 .
