Senior Investment Marketing Specialist
SEI, Oaks, PA, United States
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 field
Benefits and Compensation 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.
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.
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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
Benefits and Compensation 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.
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.
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