Specialist, Investment Marketing

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 is seeking an Investment Marketing Specialist to join the Asset Management Marketing team. In this role, you will contribute to the development and execution of investment product marketing strategies and sales enablement content that support the North American business and help promote SEI’s investment solutions to financial advisors.

The Investment Marketing Specialist will play an important role in bringing SEI’s investment capabilities to market by developing compelling content, supporting go-to-market initiatives, collaborating across business teams, and helping translate complex investment concepts into clear, advisor-focused messaging.

This position is ideal for a marketing professional with experience in financial services and investment marketing who is ready to take on broader strategic responsibilities while continuing to develop product marketing expertise.

This role reports to the Senior Manager, Investment Marketing within Asset Management Marketing.

What you will do:

• 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.

What we need from you:

• 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.

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.