Advisor-Focused Investment Marketing Specialist

SEI; Oaks (PA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Tuition reimbursement

Paid time off

Paid parental leave

Back-up childcare

Volunteer days

Stock purchase plan

Employee networks

Job summary

SEI is seeking an Investment Marketing Specialist to join the Asset Management Marketing team in Oaks, PA. You will develop content and support go-to-market initiatives for investment products, translating complex concepts into advisor-focused messaging.

Ideal candidates have 3–5 years in financial services marketing, strong writing skills, and a track record of managing multiple projects in a fast-paced environment. You will collaborate with Product, Sales, Legal, and Compliance teams.

Qualifications

• 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 with the ability to simplify complex investment concepts for diverse audiences.
• Demonstrated 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.

Skills

Marketing experience

Financial services

Investment marketing

Written communication

Cross-functional collaboration

Education

Bachelor's degree in Marketing

Bachelor's degree in Communications

Tools

Microsoft Office

Job description

SEI is seeking an Investment Marketing Specialist to join the Asset Management Marketing team in Oaks, PA. You will develop content and support go-to-market initiatives for investment products, translating complex concepts into advisor-focused messaging.

Ideal candidates have 3–5 years in financial services marketing, strong writing skills, and a track record of managing multiple projects in a fast-paced environment. You will collaborate with Product, Sales, Legal, and Compliance teams.