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SEI

Financial technology, operations, and asset management.

Investment Marketing Specialist - Investment Marketing

Product MarketingConfirmed live in the last 24 hours
Full-timeOaks, PA, USANo salary listedIn-person

About the Job

Requirements

  • 3–5 years of experience in marketing, communications, product marketing, or a related role within financial services.
  • Experience supporting investment products, financial markets, wealth management, or advisor-focused businesses.
  • Strong writing, editing, and communication skills, including the ability to simplify complex investment concepts for diverse audiences.
  • Ability to manage multiple projects and deadlines in a fast-paced, collaborative environment.
  • Experience working cross-functionally with product, sales, investment, legal, and compliance stakeholders.
  • Strong organizational skills and attention to detail.
  • Bachelor's degree in Marketing, Communications, Business, Finance, English, or a related field.

Responsibilities

  • Support the development and execution of integrated product marketing strategies aligned with business objectives and growth priorities.
  • Develop and maintain investment marketing content, including product briefs, presentations, sales enablement materials, web content, emails, thought leadership pieces, and educational resources.
  • Support the planning and execution of investment product launches and key commercialization initiatives.
  • Partner with Product, Sales, Investment Management, Legal, Compliance, and other cross-functional teams to support go-to-market activities.
  • Translate complex investment concepts and research into clear, compelling content tailored for financial advisors and investors.
  • Support webinars, events, and advisor education initiatives through content development and execution.
  • Coordinate marketing updates across channels, ensuring accuracy, consistency, and alignment with regulatory requirements.

About the Company

SEI

Financial technology, operations, and asset management.

SEI is a global provider of financial technology, operations, and asset management services. Its products and services help financial institutions and other clients deploy capital—whether that capital is money, time, or talent—more effectively, supported by a technology-driven platform and outsourced operations. SEI combines software tools, processing capabilities, and asset management services to customize solutions for each client, managing or advising on about $1.6 trillion in assets as of the end of 2024. Its differences lie in offering an integrated suite that blends fintech, back‑office operations, and asset management at scale, enabling clients to streamline workflows, improve governance, and expand growth objectives. SEI’s goal is to help clients optimize their capital deployment to serve their customers better and achieve their financial objectives.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Upper Providence Township, Pennsylvania
Founded
1968

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