Senior Technical Sales Specialist, ETF Capital Market Support

Investment Manager Services (IMS)

Responsibilities

• 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

Requirements

• 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
• 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
• Strong existing relationships with ETF market participants
• 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

Qualifications

• 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
• 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
• Strong existing relationships with ETF market participants
• 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

Skills

• ETFs
• Asset Management
• Trading
• Capital Markets
• Portfolio Management
• Technology
• Financial Services

Benefits

• Comprehensive care for your physical and mental well-being
• Strong retirement plan
• Tuition reimbursement
• A hybrid working environment for most roles
• Support for working parents
• Flexible Paid Time Off (PTO)
• Paid parental leave
• Back-up childcare arrangements
• Paid volunteer days
• Discounted stock purchase plan
• Investment options
• Access to thriving employee networks

Pay

• Competitive salary based on experience and qualifications

Schedule

• Hybrid work schedule with flexibility to accommodate client needs and company goals