Senior Specialist, Investment Marketing

Location: Oaks

At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.

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 fieldSEI’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.

We are a technology and asset management company delivering on our promise of building…