Investment Marketing Specialist

SEI • Upper Providence Township, PA

1d • Hybrid

About The Position

At SEI, an investment processing, investment management, and investment operations solutions company, the Asset Management Marketing team is seeking an Investment Marketing Specialist. This role supports the development and execution of product marketing content for the North American business, helping to promote investment products to financial advisors and banks. The Investment Marketing Specialist will help bring SEI’s investment capabilities to market by supporting marketing collateral, email communications, and webinars. This position is well-suited for an early-career marketing professional (2–3 years of experience) with a strong interest in financial services and a passion for simplifying complex investment concepts. SEI values its employees and believes in driving growth through change, making a concerted effort to develop and challenge employees to achieve their goals through internal job mobility. After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions, recognized for its history of innovation and paradigm-shifting solutions. The company helps clients create and manage wealth, including banks, independent advisors, retirement plan sponsors, corporations, not-for-profit organizations, investment managers, hedge-fund managers, and high-net-worth families. SEI operates on principles of openness, integrity, innovation, collaboration, and work-life balance.

Requirements

• 2–3 years of experience in marketing, communications, or a related role within financial services or a regulated industry
• Strong written communication skills and attention to detail
• Ability to manage multiple tasks and deadlines in a collaborative, fast paced environment
• Bachelor’s degree in marketing, communications, business, finance, or a related field

Nice To Haves

• Experience in investment products, financial markets, or advisor focused businesses preferred (or strong interest in developing this knowledge)

Responsibilities

• Support the development, editing, and ongoing maintenance of investment related marketing content, including product briefs, presentations, web content, emails, and educational materials
• Assist in translating complex investment concepts into clear, digestible messaging for financial advisor audiences
• Coordinate content updates across platforms, ensuring accuracy and alignment with compliance requirements
• Support the execution of email marketing tied to investment content, webinars, and events
• Provide logistics and marketing support for virtual events
• Partner with Product, Sales, Investment Management, Legal, and Compliance teams to support go to market initiatives
• Track and analyze the performance of product marketing activities

Benefits

• 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
• flexible Paid Time Off (PTO)
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees