Head of Investment Product Commercialization at SEI

Oaks, Pennsylvania, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, InvestmentIndustries

Requirements

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
Up to 40% travel potential

Responsibilities

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
Oversee the planning and execution of product launch activities, including sales enablement, messaging, communication channels, and onboarding processes
Partner across the entire Asset Management unit (Sales, Investment Management Unit, Marketing, etc.) for seamless integration and coordinated efforts across the commercialization lifecycle
Direct the development and implementation of targeted sales campaigns and tools to drive advisor engagement and product adoption
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
Oversee the Investment Product Specialists and Investment Product Sales teams, ensuring alignment with business growth objectives and successful go-to-market execution

Skills

Key technologies and capabilities for this role

Sales StrategyGo-to-MarketProduct LaunchSales EnablementTeam LeadershipCross-functional CollaborationCampaign ManagementInvestment ProductsDistributionCommercialization

Questions & Answers

Common questions about this position

What benefits does SEI offer?

SEI offers a wide range of benefits including comprehensive care for physical and mental well-being, a strong retirement plan, and tuition reimbursement.

What is the salary range for this position?

This information is not specified in the job description.

Is this role remote or does it require office presence?

This information is not specified in the job description.

What are the key required skills and experience for this role?

Candidates need a minimum of 10 years of experience in investment product sales, distribution, or commercialization, extensive knowledge of investment products and financial markets, strong project management skills, and experience leading cross-functional teams.

What experience makes a candidate stand out for this Head of Investment Product Commercialization role?

A proven track record of developing and executing successful sales strategies and go-to-market plans, strong relationships with third-party distribution platforms and financial advisors, plus CFA or advanced degree are highly valued.

SEI

Business and technology management consulting firm

About SEI

SEI provides consulting services focused on business and technology management. The firm works with clients to implement customized solutions and manage critical projects, particularly in sectors like healthcare. SEI's consultants collaborate closely with clients to tackle urgent and complex challenges, ensuring that each solution is specifically designed to meet the client's needs. Unlike many competitors, SEI is employee-owned, which fosters a strong commitment to client success and service quality. The company's goal is to enhance organizational performance through effective technology use and strategic planning, while also expanding its presence in various locations, including a new office in Charlotte.

Cincinnati, OhioHeadquarters

1992Year Founded

$705.3KTotal Funding

EARLY_VCCompany Stage

Consulting, Enterprise SoftwareIndustries

501-1,000Employees

Benefits

Flexible Work Hours

Remote Work Options

Risks

Increased competition from AI-adopting firms challenges SEI's market position.

Economic uncertainties may reduce budgets for consulting services, impacting SEI's revenue.

Rapid technological changes require continuous adaptation, straining SEI's resources.

Differentiation

SEI is employee-owned, enhancing commitment and service quality.

SEI offers tailored solutions, ensuring client-specific business and technology strategies.

SEI has a strong presence in multiple locations, including a new Charlotte office.

Upsides

SEI benefits from increased demand for digital transformation consulting post-pandemic.

Growing interest in employee-owned models boosts SEI's employee engagement and retention.

SEI's partnership with Canoe enhances its alternative investment data management capabilities.

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