Senior Specialist, Investment Marketing

Responsibilities

• 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 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.

• 5-8 years of experience in financial services marketing, preferably with 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.

We offer comprehensive benefits, including 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 per year, 21 days PTO per year (pro‑rated for new hires and increasing over time), paid parental leave, backup childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks, and more.

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.