Investment Marketing Specialist: Advisor-Focused Content

021 SEI Investments Company; Oaks (PA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) match

Tuition reimbursement

Flexible PTO

Paid parental leave

Back-up childcare

Job summary

SEI Investments Company seeks an Investment Marketing Specialist to join the Asset Management Marketing team. You will develop and execute investment product marketing strategies and create advisor-focused content to support North American business growth.

You will translate complex investment concepts into clear messaging, support product launches, and collaborate with Product, Sales, Legal, and Compliance. This role emphasizes writing, content creation, and go-to-market execution.

Qualifications

• Experience in marketing, communications, product marketing, or related role within financial services.
• Experience supporting investment products, financial markets, wealth management, or advisor-focused businesses.
• Strong writing, editing, and communication skills to simplify investment concepts for diverse audiences.
• Demonstrated ability to manage multiple projects and deadlines in a fast-paced, collaborative environment.

Responsibilities

• Support development and execution of integrated product marketing strategies.
• Develop and maintain investment marketing content (product briefs, presentations, sales enablement materials, web/email content).
• Support planning and execution of investment product launches and commercialization initiatives.
• Collaborate with Product, Sales, Investment Management, Legal, and Compliance for go-to-market activities.
• Translate complex investment concepts into clear, advisor-focused messaging.
• Support webinars, events, and advisor education through content development and execution.
• Coordinate marketing updates across channels ensuring regulatory alignment.

Skills

Marketing

Product marketing

Content development

Go-to-market

Cross-functional collaboration

Education

Bachelor's degree in Marketing

Finance

English

Job description

SEI Investments Company seeks an Investment Marketing Specialist to join the Asset Management Marketing team. You will develop and execute investment product marketing strategies and create advisor-focused content to support North American business growth.

You will translate complex investment concepts into clear messaging, support product launches, and collaborate with Product, Sales, Legal, and Compliance. This role emphasizes writing, content creation, and go-to-market execution.