Specialist, Investment Marketing

SEI • Upper Providence Township, PA

3d

About The Position

SEI is seeking an Investment Marketing Specialist to join the Asset Management Marketing team. The role contributes to the development and execution of investment product marketing strategies and sales enablement content supporting the North American business and promoting SEI's investment solutions to financial advisors.

The specialist helps bring SEI's investment capabilities to market by developing compelling content, supporting go-to-market initiatives, collaborating across business teams, and translating complex investment concepts into clear, advisor-focused messaging. This role is intended for a financial services marketing professional ready to take on broader strategic responsibilities while continuing to develop product marketing expertise. It reports to the Senior Manager, Investment Marketing within Asset Management Marketing.

Requirements

• 3–5 years of experience in marketing, communications, product marketing, or a related role within financial services.
• Experience supporting investment products, financial markets, wealth management, or advisor-focused businesses.
• Strong writing, editing, and communication skills, including the ability to simplify complex investment concepts for diverse audiences.
• Ability to manage multiple projects and deadlines in a fast-paced, collaborative environment.
• Experience working cross-functionally with product, sales, investment, legal, and compliance stakeholders.
• Strong organizational skills and attention to detail.
• Bachelor's degree in Marketing, Communications, Business, Finance, English, or a related field.

Responsibilities

• Support the development and execution of integrated product marketing strategies aligned with business objectives and growth priorities.
• Develop and maintain investment marketing content, including product briefs, presentations, sales enablement materials, web content, emails, thought leadership pieces, and educational resources.
• Support the planning and execution of investment product launches and key commercialization initiatives.
• Partner with Product, Sales, Investment Management, Legal, Compliance, and other cross-functional teams to support go-to-market activities.
• Translate complex investment concepts and research into clear, compelling content tailored for financial advisors and investors.
• Support webinars, events, and advisor education initiatives through content development and execution.
• Coordinate marketing updates across channels, ensuring accuracy, consistency, and alignment with regulatory requirements.

Benefits

• Comprehensive healthcare, including medical, dental, vision, prescription, wellness, EAP, and FSA.
• Life and disability insurance, with premiums paid for base coverage.
• 401(k) match.
• Tuition reimbursement and education assistance.
• Commuter benefits.
• Up to 11 paid holidays per year.
• 21 days of PTO per year, prorated for new hires and increasing over time.
• Paid parental leave.
• Back-up childcare arrangements.
• Paid volunteer days.
• Discounted stock purchase plan.
• Investment options.
• Access to employee networks.
• Flexible PTO.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level