Senior Investment Marketing Specialist

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 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

Requirements

• 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

• 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 brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.
• SEI is an Equal Opportunity Employer and so much more…