Marketing Specialist, Request for Proposals

041 SEI Investments Management Corporation; Oaks (PA); On-site; USD 65,000 - 75,000; Full time

Job summary

SEI Investments Management Corporation is seeking a Marketing Specialist for RFPs in Oaks, PA. You will lead proposal projects, manage responses, and ensure timely delivery while staying aligned with SEI’s solutions and brand.

You will collaborate across departments, apply innovative approaches, and leverage AI to drive measurable improvements in win rates and efficiency.

Qualifications

• Minimum 2 years of experience in proposal development, writing, project management, or similar.
• Proficiency in MS Word, Excel, PowerPoint and Copilot.
• Ability to lead multiple projects simultaneously to successful completion.
• Innovative mindset with a focus on continuous improvement.

Responsibilities

• Using our proposal database, write and manage proposal projects, ensuring high quality responses and timely delivery.
• Maintain an understanding of SEI’s solutions.
• Consistently apply SEI’s brand and style to all projects.
• Work alongside senior team members on complex issues, larger opportunities or analyses.
• Leverage AI and innovative solutions to drive measurable growth and improvements.
• Cultivate connections across departments, leveraging relationships to facilitate project success.

Skills

Proposal development

Project management

MS Word

Excel

PowerPoint

Copilot

Tools

MS Word

Excel

PowerPoint

Copilot

Job description

SEI is seeking to hire a Marketing Specialist, Request for Proposals (RFPs). Your role will significantly impact SEI's growth by leading and delivering impactful proposal projects. You'll build influential relationships across departments and create solutions contributing to measurable success.

What you will do:

• Using our proposal database, write and manage proposal projects, ensuring high quality responses and timely delivery.
• Maintain an understanding of SEI’s solutions.
• Consistently apply SEI’s brand and style to all projects.
• Work alongside senior team members on complex issues, larger opportunities / projects, or analyses.
• Leverage AI and innovative solutions to drive measurable growth and improvements.
• Cultivate connections across departments, leveraging these relationships to facilitate project success.

What we need from you:

• A minimum of 2 years of experience in proposal development, writing, project management, or similar.
• Proficiency in MS Word, Excel, and PowerPoint and Copilot
• Ability to lead multiple projects simultaneously to successful completion.
• Innovative mindset, continuously striving for excellence and improvement.

What we would like from you:

• Solid comprehension of SEI’s businesses and/or the financial services industry, and ability to incorporate that knowledge to impact project outcomes.
• Ability to communicate complex ideas effectively across different levels of the organization.
• Familiarity with RFP software, RocketDocs preferred.

SEI’s competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include 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 and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI. The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.

SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines. We are global provider of technology, operations, and asset management services for the financial services industry. We tailor our solutions to help clients make effective use of their capital—whether that’s money, time, or talent—so they can grow and better serve their clients. At SEI, we’re committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.