Senior Investment Marketing Specialist

SEI•Upper Providence Township, PA

1d•Hybrid

About The Position

At SEI, we value our employees and believe in driving growth through change, fostering internal job mobility. SEI is seeking a Senior Investment Marketing Specialist to join the Asset Management Marketing team. This role involves developing and executing investment product content and sales enablement tools for the North American business, specifically promoting investment products to financial advisors. The specialist will be crucial in bringing investments to market by creating compelling messaging, analyzing market trends to anticipate client and prospect needs, and collaborating with sales and investment teams. The ideal candidate should have experience in the financial advisor space, a solid and growing understanding of investment solutions and concepts, and a passion for simplifying complex content. This position reports to the head of Product Marketing for Asset Management Marketing. SEI is a technology and asset management company focused on building brave futures for clients, communities, and employees. With over 50 years in business, SEI is 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, encouraging innovation and creativity in its workforce through an open floor plan and numerous art installations.

Requirements

5-8 years of experience in financial services marketing, preferably with an expertise in marketing investments and/or the financial intermediary business model
Innovative thinker, with a track record for translating strategic thinking into action plans and output
Proven results collaborating with Product Teams, creating and executing successful product marketing campaigns
Excellent judgment and creative problem-solving skills, including negotiation and conflict resolution
Deep project management expertise
Ability to thrive in a fast-paced and collaborative cross-functional organization
Bachelor’s degree in communications, marketing, business, English or a related field

Responsibilities

Support the development and execution of comprehensive and integrated product marketing strategies that align with business objectives
Identify market opportunities and help define the product marketing roadmap
Develop and articulate clear, compelling product positioning and thought leadership topics for our investment products, including model portfolios, ETFs, standalone mutual funds, and separately managed accounts (SMAs) across the U.S.
Oversee the planning and execution of investment product launches, including sales enablement tools
Ensure continuous market growth and transition from awareness to adoption in new market segments
Understand financial advisor needs and behaviors to ensure that product positioning aligns with market trends and advisor and investor demands
Be a partner to the Sales and Investment product teams, drafting and developing presentations, digital and traditional literature, and sales training materials
Help translate and transform sophisticated in-depth investment materials into clear and digestible content that can be shared with advisors and investors
Contribute strategic ideas and themes that support the Asset Management Marketing team’s initiatives and help drive brand awareness
Build strong internal relationships to ensure all internal resources are leveraged and optimized
Work with Legal and Compliance to navigate the approval process
Track and analyze the performance of product marketing activities