The Product Support Analyst will play a key role in advancing SEI’s Managed Account platform and investment product suite. This position supports product development initiatives, project execution, and cross-functional strategic initiatives that drive scale, efficiency, and growth. The Analyst will also support and strengthen strategic partnerships across SEI’s separately managed account (SMA) and model offerings.
This is an exciting opportunity to contribute to the evolution of SEI’s product offering and make a meaningful impact across our investment platform.
What you will do:
Product and Project Management
Support the planning, development, and execution of product and partner initiatives.
Develop subject matter expertise to internal and external stakeholders on product and platform related inquiries.
Develop and maintain project plans, track milestones, and prepare progress reports for stakeholders.
Proactively identify and escalate potential issues, assess risks, and recommend solutions to maintain project timelines, budgets, and objectives.
Cross-Functional Management
Partner with key internal stakeholders including investment, operations, technology, sales, and legal organizations to ensure successful delivery of new products and platform enhancements.
Organize and lead cross-functional team meetings with clear agendas, pre-work, and document decisions and actions.
Ensure effective communication and accountability across all stakeholders.
Partnership Relationship Management
Serve as key contact for partner firms supporting SMA and model offerings.
Assist with due diligence processes for new and existing partnerships.
Coordinate across teams to resolve issues and support partner requests, including preparing ad hoc analyses and reports.
Marketing & Event Support
Collaborate with marketing and reporting teams to ensure consistent product positioning across platform materials.
Develop and coordinate agendas and materials for partner events and training sessions.
Communicate updates on key initiatives and upcoming events.
Competitive Analysis
Conduct research on market and industry trends, and competitor offerings.
Analyze and synthesize competitive data to provide data-driven insights that inform product strategy and positioning.
What we need from you:
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 account and/or advisory platforms preferred.
Understanding of 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.
What we would like from you:
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/
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.