Investment Marketing Strategist for Advisors

SEI; Upper Providence Township (PA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Healthcare

401(k) match

Education assistance

Paid parental leave

Paid time off

Job summary

SEI seeks an Investment Marketing Specialist to join the Asset Management Marketing team. You will develop and execute marketing strategies and content that support North American sales, translating complex investment concepts into advisor-focused messaging.

You will collaborate across Product, Sales, Legal, Compliance, and Investment Management to drive go-to-market initiatives, product launches, and education for advisors and investors.

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.

Job description

SEI seeks an Investment Marketing Specialist to join the Asset Management Marketing team. You will develop and execute marketing strategies and content that support North American sales, translating complex investment concepts into advisor-focused messaging.

You will collaborate across Product, Sales, Legal, Compliance, and Investment Management to drive go-to-market initiatives, product launches, and education for advisors and investors.