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Senior Technical Sales Specialist, ETF Capital Market Support

SEI Investments

Oaks, PA · HybridJobSeen 1w agoSeen in employer's feed 2 days ago

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At a glance

Compensation
No compensation found
Location
Oaks, PAHybrid
Work Authorization
Not specified

Olive lists jobs from US employers, including remote roles you can work from the United States.

Requirements

Credentials this posting asks for.

CFA Or CAIA Designation, requiredSeries 7 And 63 Licenses Or Within 6 Months, required

Job overview

SEI’s Investment Manager Services unit is expanding its ETF specialist team to support institutional asset managers using its multi-sponsor platform. The role applies ETF capital markets, trading, or portfolio management expertise to client onboarding, education, strategy, and technology initiatives. It also contributes to firm-level ETF strategy and external thought leadership, while partnering with business development, operations, legal, compliance, and Solutions teams.

Skills & qualifications

RequiredNice to have

Skills

ETF Capital Markets, requiredETF Trading, requiredETF Sales, requiredETF Model Development, nice to haveETF Allocation, nice to haveProfessional Ethics, requiredFiduciary Requirements, requiredETF Market Structure, requiredETF Vehicle Mechanics, requiredAccounting, requiredTax Concepts, requiredRegulatory Concepts, requiredETF Portfolio Management, requiredETF Market Relationships, requiredAsset Servicing, requiredCritical Thinking, requiredClient Communication, requiredTechnical Presentations, requiredTechnical Proficiency, requiredModernization, requiredAutomation, requiredProblem-Solving, requiredListening, requiredAttention to Detail, requiredSelf-Organization, requiredTravel, required

Qualifications

CFA or CAIA Designation, requiredSeries 7 and 63 Licenses or Within 6 Months, requiredTravel Up to 20%, required

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
401(k) Match
Tuition Assistance
Paid Time Off
Parental Leave

Full job description

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: 1. 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 2. 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 3. 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 4. Build foundational models & sample documents to illustrate or enable client PM/ trading and tax optimization workflows 5. Ensure ETF portfolio execution & capital markets insights are provided in operational onboarding context by participating extensively in client implementation 6. 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. 7. Participate in assessments of client technology & operational capability to help guide ETF portfolio management workflow and procedure development 8. Build SEI thought leadership and external visibility in the ETF community 9. Partner with Solutions in scoping and execution of IMS's ETF technology roadmap What we need from you: 1. 7+ years' experience in asset management or trading 2. Strong experience in ETFs (buy or sell side) - trading, capital markets or sales; relevant experience in ETF model development or ETF allocator roles welcome 3. Charter-holder status or progress towards CFA or CAIA designation 4. Series 7 and 63 licensed or ability to earn licensure within 6 months of hire 5. High degree of professional ethics, strong understanding of and appreciation for the role and requirements of fiduciaries 6. Deep technical understanding of ETF market structure, vehicle mechanics and core accounting, tax and regulatory concepts that drive ETF portfolio management 7. Strong existing relationships with ETF market participants 8. Understanding of the asset servicing marketplace 9. A knack for smart questions and critical, flexible thinking about third-party managers' unique approaches and preferences to developing and executing their IP 10. Ability to consistently, effectively interface with clients and present complex technical material 11. Strong technical proficiency and desire to align with and help drive important modernization & automation initiatives at the company level 12. Highly motivated, with a results-driven, growth mindset and strong problem-solving skills 13. Excellent probing and listening skills with a strong attention to detail 14. 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 cl ents and colleagues 15. 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 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 . SEI is an Equal Opportunity / Affirmative Action Employer.

How this job compares

Set against the 1,726 open Technical Sales jobs on Olive Jobs, counted November 11, 2026.

Pay
  • This postingNot listed
  • Pennsylvania median$123–210K/yr42 salary ranges
  • US median$21–30/hr69 hourly ranges
Openings
Olive Jobs lists 71 open Technical Sales jobs in Pennsylvania and 1,726 across the US. 13% of them nationwide are listed as remote or flexible.
Hiring the most in Pennsylvania
Experience
This posting asks for at least 7 years of experience; Technical Sales postings that state a minimum ask for 5 years at the median (1,300 postings).
Education
539 of the 1,726 open Technical Sales jobs (31%) ask for a bachelor's degree or higher.

Counted across the open, public US postings on Olive Jobs on November 11, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.

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