Reference #: SEI1GLOBALR0030322EXTERNALENGLOBAL
The SEI Wealth Management Front Office Solutions team has an immediate opening for a Product Manager of the Investor Experience. This individual will be responsible for building and supporting the digital experience for investors of Banks, Trust Companies, RIAs and independent broker-dealer advisors.Additionally, this individual will serve as a subject matter expert and will be responsible for defining new service offerings, managing solution roadmaps, and supporting unit initiatives. The position will interact with prospects and clients, Sales Teams, SPTC Middle & Back Office teams, vendors, and internal/external Technical Development teams.What you'll do:
Define the user problems, perform market analysis, set requirements for development and be responsible for executing unit initiatives
Work with key stakeholders to define product strategy, go-to market planning, and strategic solution offers
Define the solution requirements to support the client experience and deliver client satisfaction
Coordinate technical product development, release to production and launch to client base
Drive solution strategy, interact with sales, development, and product marketing to define these requirements, and direct interaction with engineering and operations on product development
Enable collaboration between internal/external stakeholders to proactively and effectively move agendas
Set expectations and manage outcomes through extensive project management
Define positioning of product vs. competitive offerings
Pricing analysis of products
Work within an agile framework to make product enhancements, launch new products and realize product-market fitWhat you bring to the table:
BA/BS degree in related field; or the equivalent in education and work experience
A minimum of 3 years industry related experience
Experience with wealth management and asset management distribution
Proven ability to manage multiple agendas and achieve results
Experience in technical product management
Proven leadership ability
Business writing skills
Excellent communication and presentation skillsAttributes we value:
Ability to make strategic decisions using data and sound judgement
Positive attitude and intellectual curiosity
Organizational and analytical skills
Customer service and client management experienceSEI'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 moreAfter 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 health , 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.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.SEI is an Equal Opportunity / Affirmative Action Employer.
