SEI Investments

Senior Specialist, Investment Marketing

SEI Investments$90K — $120K *
Oaks, PA 19456In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-8 years in financial services marketing, with a focus on investment products
  • Demonstrated ability to translate strategic ideas into actionable marketing plans
  • Experience collaborating with Product Teams for effective marketing campaigns
  • Strong project management skills with a proactive approach
  • Excellent judgment and problem-solving capabilities
  • Ability to work well in fast-paced, collaborative environments
  • Bachelor's degree in communications, marketing, business, English, or a related field

Responsibilities

  • Support the execution of integrated product marketing strategies that align with business goals
  • Identify market opportunities to define the product marketing roadmap
  • Develop compelling product positioning and thought leadership for diverse investment products
  • Oversee investment product launches and create sales enablement tools
  • Ensure products transition from awareness to adoption in target segments
  • Understand advisors' needs to align product positioning with market trends
  • Draft presentations and sales training materials in partnership with Sales and Investment teams

Benefits

  • Comprehensive healthcare options including medical, dental, and vision
  • Strong retirement plan with 401(k) match
  • Tuition reimbursement to support ongoing education
  • Flexible Paid Time Off (PTO) to recharge and balance life
  • Paid parental leave and support for working parents
  • Access to back-up childcare arrangements
  • Up to 11 paid holidays per year, plus volunteer days
Full Job Description
SEI is seeking a Senior Investment Marketing Specialist to join the Asset Management Marketing team. You will be responsible for developing and executing investment product content and sales enablement tools for the North American business that help promote our investment products to financial advisors. Specifically, you will play a key role in bringing our investments to market by creating compelling messaging, analyzing market trends to anticipate client and prospect needs, and collaborating with our sales and investment teams.

The ideal candidate will have experience in the financial advisor space, a solid and growing understanding of investment solutions and concepts, and a passion for simplifying complex content.

This role reports to the head of Product Marketing for Asset Management Marketing.

What you will do:
  • Support the development and execution of comprehensive and integrated product marketing strategies that align with business objectives
  • Identify market opportunities and help define the product marketing roadmap
  • Develop and articulate clear, compelling product positioning and thought leadership topics for our investment products, including model portfolios, ETFs, standalone mutual funds, and separately managed accounts (SMAs) across the U.S.
  • Oversee the planning and execution of investment product launches, including sales enablement tools
  • Ensure continuous market growth and transition from awareness to adoption in new market segments
  • Understand financial advisor needs and behaviors to ensure that product positioning aligns with market trends and advisor and investor demands
  • Be a partner to the Sales and Investment product teams, drafting and developing presentations, digital and traditional literature, and sales training materials
  • Help translate and transform sophisticated in-depth investment materials into clear and digestible content that can be shared with advisors and investors
  • Contribute strategic ideas and themes that support the Asset Management Marketing team's initiatives and help drive brand awareness
  • Build strong internal relationships to ensure all internal resources are leveraged and optimized
  • Work with Legal and Compliance to navigate the approval process
  • Track and analyze the performance of product marketing activities


What we need from you:
  • 5-8 years of experience in financial services marketing, preferably with an expertise in marketing investments and/or the financial intermediary business model
  • Innovative thinker, with a track record for translating strategic thinking into action plans and output
  • Proven results collaborating with Product Teams, creating and executing successful product marketing campaigns
  • Excellent judgment and creative problem-solving skills, including negotiation and conflict resolution
  • Deep project management expertise
  • Ability to thrive in a fast-paced and collaborative cross-functional organization
  • Bachelor's degree in communications, marketing, business, 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, a hybrid working environment for most roles, 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.

About SEI Investments

SEI Investments is a financial services company that provides investment processing, investment management, and investment operations solutions to institutional and personal wealth management clients. The company was founded in 1968 and is headquartered in Oaks, Pennsylvania. SEI Investments has a global presence with offices in North America, Europe, and Asia. The company's investment management solutions include mutual funds, exchange-traded funds (ETFs), and separately managed accounts. SEI Investments also provides technology solutions to financial institutions, including wealth management platforms and outsourcing services.
Learn more about SEI Investments
Size
4,371 employees
Market Cap
$7.8 billion
Industry
Net Income
$447.2 million
Founded
1968
5 Year Trend
+6.5%
Revenue
$1.6 billion
NASDAQ

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