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 an Investment Marketing Specialist to join the Asset Management Marketing team. This role supports the development and execution of product marketing content for the North American business that helps promote our investment products to financial advisors and banks. The Investment Marketing Specialist will help bring SEI’s investment capabilities to market by supporting marketing collateral, email communications, and webinars.
This position is well suited for an early‑career marketing professional (2‑3 years of experience) with a strong interest in financial services and a passion for simplifying complex investment concepts.
This role reports to the Head of Product Marketing within Asset Management Marketing.
What you will do:
Support the development, editing, and ongoing maintenance of investment related marketing content, including product briefs, presentations, web content, emails, and educational materials
Assist in translating complex investment concepts into clear, digestible messaging for financial advisor audiences
Coordinate content updates across platforms, ensuring accuracy and alignment with compliance requirements
Support the execution of email marketing tied to investment content, webinars, and events
Provide logistics and marketing support for virtual events
Partner with Product, Sales, Investment Management, Legal, and Compliance teams to support go‑to‑market initiatives
Track and analyze the performance of product marketing activities
What we need from you:
2‑3 years of experience in marketing, communications, or a related role within financial services or a regulated industry
Experience in investment products, financial markets, or advisor-focused businesses preferred (or strong interest in developing this knowledge)
Strong written communication skills and attention to detail
Ability to manage multiple tasks and deadlines in a collaborative, fast‑paced environment
Bachelor’s degree in marketing, communications, business, finance, 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.
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 an Investment Marketing Specialist to join the Asset Management Marketing team. This role supports the development and execution of product marketing content for the North American business that helps promote our investment products to financial advisors and banks. The Investment Marketing Specialist will help bring SEI’s investment capabilities to market by supporting marketing collateral, email communications, and webinars.
This position is well suited for an early‑career marketing professional (2‑3 years of experience) with a strong interest in financial services and a passion for simplifying complex investment concepts.
This role reports to the Head of Product Marketing within Asset Management Marketing.
What you will do:
Support the development, editing, and ongoing maintenance of investment related marketing content, including product briefs, presentations, web content, emails, and educational materials
Assist in translating complex investment concepts into clear, digestible messaging for financial advisor audiences
Coordinate content updates across platforms, ensuring accuracy and alignment with compliance requirements
Support the execution of email marketing tied to investment content, webinars, and events
Provide logistics and marketing support for virtual events
Partner with Product, Sales, Investment Management, Legal, and Compliance teams to support go‑to‑market initiatives
Track and analyze the performance of product marketing activities
What we need from you:
2‑3 years of experience in marketing, communications, or a related role within financial services or a regulated industry
Experience in investment products, financial markets, or advisor-focused businesses preferred (or strong interest in developing this knowledge)
Strong written communication skills and attention to detail
Ability to manage multiple tasks and deadlines in a collaborative, fast‑paced environment
Bachelor’s degree in marketing, communications, business, finance, 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.
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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