Senior Technical Sales Specialist, ETF Capital Market Support

About this role

Investment Manager Services (IMS) is SEI’s asset servicing unit, a global market leader in operational outsourcing solutions and platforms for both traditional and alternative strategies and vehicles. Within IMS Traditional, ETFs are a strategic focus and area of accelerating growth, particularly on our multi-sponsor platform. We complement effective functional support – administration, accounting, tax, order-taking – with high-touch service and by bringing to bear deep ETF-specific expertise and reputation. With a model focused on client education, technical knowledge transfer and capital markets and commercialization strategy, we are a proven and sought-after partner for institutional asset managers looking to expand their offerings through ETFs.

We are looking to grow our specialist team by hiring an experienced ETF capital markets, trading or portfolio management professional willing to leverage their background in a unique way.

In this role, you will: • Contribute to firm-level ETF capital markets strategy; liaise with the ETF trading ecosystem of Authorized Participants, market-makers, listing exchanges & liquidity providers, on behalf of individual issuer clients and the firm as a whole  

• Partner with IMS business development, Solutions, operational units, legal & compliance and IMS leadership to onboard and ensure the operational readiness and strategic success of new ETF issuers

• Enhance our ETF implementation & educational program through the development of training material, technical explainers, custom FAQs & hands-on instruction to Issuer teams in implementation and beyond  

• Build foundational models & sample documents to illustrate or enable client PM/ trading and tax optimization workflows

• Ensure ETF portfolio execution & capital markets insights are provided in operational onboarding context by participating extensively in client implementation  

• Support clients in assessing distribution opportunity and strategy, product development relative to ETF mechanics, ecosystem partnerships and special projects such as conversions, dual share class, etc.

• Participate in assessments of client technology & operational capability to help guide ETF portfolio management workflow and procedure development

• Build SEI thought leadership and external visibility in the ETF community

• Partner with Solutions in scoping and execution of IMS’s ETF technology roadmap

What we need from you: • 7+ years’ experience in asset management or trading

• Strong experience in ETFs (buy or sell side) - trading, capital markets or sales; relevant experience in ETF model development or ETF allocator roles welcome

• Charter-holder status or progress towards CFA or CAIA designation

• Series 7 and 63 licensed or ability to earn licensure within 6 months of hire

• High degree of professional ethics, strong understanding of and appreciation for the role and requirements of fiduciaries

• Deep technical understanding of ETF market structure, vehicle mechanics and core accounting, tax and regulatory concepts that drive ETF portfolio management

• Strong existing relationships with ETF market participants

• Understanding of the asset servicing marketplace

• A knack for smart questions and critical, flexible thinking about third-party managers’ unique approaches and preferences to developing and executing their IP

• Ability to consistently, effectively interface with clients and present complex technical material

• Strong technical proficiency and desire to align with and help drive important modernization & automation initiatives at the company level

• Highly motivated, with a results-driven, growth mindset and strong problem-solving skills

• Excellent probing and listening skills with a strong attention to detail

• Ability to self-organize and work in a high-growth environment where change is the norm and each day looks different depending on the needs of our clients and colleagues

• Ability and willingness to travel up to 20% depending on location

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 e

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