What are the responsibilities and job description for the Senior Investment Marketing Specialist position at SEI?
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.
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. and Canada
› 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
Qualifications
› 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
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.
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…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity / affirmative action 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.
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.
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. and Canada
› 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
Qualifications
› 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
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.
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…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity / affirmative action 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.
