What are the responsibilities and job description for the Investment Marketing Specialist position at SEI?
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 help 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:
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 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.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
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 help 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
- 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
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 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.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.