Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Specialist, Investment Marketing

SEI Investments Developments

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 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. What you will do:Support the development and execution of comprehensive and integrated product marketing strategies that align with business objectivesIdentify market opportunities and help define the product marketing roadmapDevelop 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 toolsEnsure continuous market growth and transition from awareness to adoption in new market segmentsUnderstand financial advisor needs and behaviors to ensure that product positioning aligns with market trends and advisor and investor demandsBe 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 investorsContribute strategic ideas and themes that support the Asset Management Marketing team’s initiatives and help drive brand awarenessBuild strong internal relationships to ensure all internal resources are leveraged and optimizedWork with Legal and Compliance to navigate the approval processTrack and analyze the performance of product marketing activitiesWhat we need from you:5-8 years of experience in financial services marketing, preferably with an expertise in marketing investments and/or the financial intermediary business modelInnovative thinker, with a track record for translating strategic thinking into action plans and outputProven results collaborating with Product Teams, creating and executing successful product marketing campaignsExcellent judgment and creative problem-solving skills, including negotiation and conflict resolutionDeep project management expertiseAbility to thrive in a fast-paced and collaborative cross-functional organizationBachelor’s degree in communications, marketing, business, English or a related fieldSEI’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 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. SummaryLocation: USA - PA - OaksType: Full time

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Specialist, Investment Marketing in Oaks, PA vacancy
  •  ...is collaborating with Vanguard to connect them with exceptional professionals for this role. The Self-Directed Marketing Analytics team is seeking a Senior Analyst to deliver data-driven insights that drive marketing strategy and growth in Personal Wealth Marketing. The... 
    Senior
    Work experience placement

    Vanguard

    Malvern, PA
    4 days ago
  •  ...Senior Social Media Strategist Lutron has an immediate opening for a Senior Social Media...  ...: working across our business units and marketing teams to build one robust, cohesive...  ...customers. This has allowed the company to invest in developing new technologies and services... 
    Senior
    Work experience placement
    Work at office
    Immediate start
    Worldwide

    Lutron

    Conshohocken, PA
    4 days ago
  • $18.65 - $19.9 per hour

     ...role, and candidates must be able to work on-site at Tower - Phoenixville Hospital in Phoenixville, PA**** ­­­­ The Senior Patient Access Specialist is responsible for performing admitting duties for all patients receiving services at Ensemble Health Partners. Additional... 
    Senior
    Work at office

    Ensemble Health Partners

    Phoenixville, PA
    4 days ago
  •  ...Senior Emerging Markets (EM) Corporate Credit Analyst Apply ( locations Malvern, PA time type Full time posted on Posted...  ...traders, and global research peers to deliver actionable investment insights across EM corporate credit. Coverage is sector ‑... 
    Senior
    Full time

    Vanguard

    Malvern, PA
    5 days ago
  •  ...conduct complex testing and validate implementation code Review, analyze, and present conclusions, recommendations, and updates to senior staff Requirements Bachelor’s degree in a Business or Finance or equivalent combination of education and experience 5-7 years of total... 
    Senior
    Work experience placement

    Jobtailor

    Devon, PA
    1 day ago
  •  ...Senior Associate, Trading Services At BNY, our culture allows us to run our company better and enables employees' growth and success...  ...global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting‑edge AI and breakthrough... 
    Senior
    Worldwide
    Flexible hours

    BNY

    Berwyn, PA
    2 days ago
  •  ...Senior Payment Specialist The Senior Payment Specialist is responsible for balancing journal entries to both the bank statement and CPM balancing...  ...down ACH's lockboxes and credit card payments for assigned markets, reconciling processed work by verifying entries and... 
    Senior
    Work at office

    Alan B. Miller Medical Center

    King of Prussia, PA
    3 days ago
  •  ...Senior Strategic Sourcing Specialist Location: Hybrid in Malvern, PA Term: Direct Hire Duties and Responsibilities 1. Plays an integral role...  ...stakeholders as needed for sourcing activity. 5. Performs market data analysis and clean-sheet analysis for negotiations... 
    Senior

    InterSources

    Malvern, PA
    5 days ago
  •  ...state offerings which are positioned for growth.    The Senior Systems Specialist – Technology will have a telecommunications and security...  ...resource. Interact with other practice groups on vertical market strategic issues. Provide QA/QC on Technology related... 
    Senior
    Full time
    Contract work
    Work at office
    Remote work

    Bala Consulting

    Wayne, PA
    1 day ago
  •  ...Job Description Job Description Job Description As a Sr Program Controls Specialist here at Honeywell, will be responsible for providing cost analysis, process improvement, and metrics for UPT Equipment execution team. This role will partner with the Integrated... 
    Senior
    Contract work
    Temporary work
    Relocation
    Flexible hours

    Honeywell

    Oaks, PA
    21 days ago
  •  ...is a leadingsales and marketingservices company in the consumer goods industry that expertly guides our clients along “The Way to Market” by delivering growth solutions with exceptional service. Our expertise spans the grocery, mass, club, drug, convenience store, and... 
    Extra income
    Permanent employment
    Part time
    Worldwide
    Flexible hours
    Shift work
    Weekend work

    CROSSMARK

    Exton, PA
    1 day ago
  • ## Senior Associate, Institutional MarketingApplylocations: Conshohocken, PA, USAtime type...  ...Lane, a global leader in private markets, as we scale to meet the demands of our growing...  ...our market-leading data and technology. We invest heavily in our people and our partners,... 
    Senior
    Work at office
    Flexible hours

    Hamilton Lane Incorporated

    Conshohocken, PA
    4 days ago
  •  ...Whitpain Township, Pennsylvania is hiring a Patient Recruitment Specialist to enhance patient recruitment for clinical trials. The role...  ...strategies, collaborating with research teams, and utilizing marketing channels to promote participation. Ideal candidates will have... 
    Senior

    ICON

    Blue Bell, PA
    1 day ago
  • $105.68k - $136.94k

     ...RK&K is seeking a creative and motivated individual to join our growing team as a Senior 3D Specialist - Graphics. This position reports directly to the Graphics Manager in our Baltimore office. Responsibilities Develop high‑quality 3D models, renderings, animations,... 
    Senior
    Work at office
    Work from home

    RK&K

    King of Prussia, PA
    3 days ago
  • IDEMIA is seeking a Customer Relationship Executive in a hybrid role to manage the experience for multi-million dollar accounts, coordinating activities from inception through live production for persona and manufacturing. You will be the primary liaison, delivering proactive...
    Senior

    IDEMIA

    Exton, PA
    2 days ago
  • $106.7k - $177.9k

     ...across a large number of more complex accounts (estimated at 300 Investment Policy’s and over 1 Billion in AUM) to transition portfolios...  ...Microsoft Office.M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position... 
    Senior
    Full time
    Work experience placement
    Work at office

    M&T Bank

    Radnor, PA
    5 hours ago
  • $40.62 - $75.72 per hour

    This position is responsible for designing and developing manufacturing methods, processes, procedures, operational sequences and production layouts for the manufacture and testing of power switchboards, circuit breakers and power converters for the NAVY. The ideal candidate...
    Senior
    Full time
    Work at office
    Local area
    Relocation

    L3Harris Technologies

    Radnor, PA
    9 hours ago
  •  ...preserving culture, and we offer ongoing development opportunities across the firm. The role involves developing targeted search strategies, conducting market research, assessing executive talent, and coordinating with client partners to drive engagements. #J-18808-Ljbffr
    Senior

    JM Search

    King of Prussia, PA
    2 days ago
  •  ...Senior Tax Manager Position Overview We are seeking a seasoned Senior Tax Manager to lead tax compliance, consulting, and planning...  ...tax issues, coordinate with external advisors (estate, trust, investment managers) for comprehensive client service. Support and... 
    Senior
    Local area

    CyberCoders

    King of Prussia, PA
    1 day ago
  •  ...Job Description Job Description The Bra Fitting Specialist is an expert in correct bra fitting and product knowledge. Specialist are...  ...States lingerie distribution group engaged in wholesale marketing of European fashion women’s lingerie. We have 30 years’ experience... 
    Local area
    Work visa
    Night shift

    Valens Capital Group Inc

    Bryn Mawr, PA
    24 days ago
  • $145k

    Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across...  ..., and business development happening around the world. Senior Tax Accountant Fiduciary Trust International is hiring a Senior... 
    Senior
    Full time
    Work at office
    Local area
    3 days per week

    Franklin Templeton

    Radnor, PA
    2 hours ago
  •  ...with Vanguard to connect them with exceptional professionals for this role. As the Senior Technical Product Manager responsible for the delivery of Vanguards Personal Investor Marketing Analytics Products, you will work closely with analysts, engineers, data scientists... 
    Senior

    Vanguard

    Malvern, PA
    3 days ago
  •  ...exceptional professionals for this role. Provides portfolio and investment analysis, consulting and research to Vanguard's clients....  ...analytical tools. Maintains an in-depth understanding of capital markets, asset management, and the Financial Services industry, as well... 
    Senior

    Vanguard

    Malvern, PA
    4 days ago
  • $79.6k - $145.1k

     ...Valuation, Modeling, Risk Management, Asset Liability Management, Investments, Data Analytics, and Internal Audit. ADP participants are...  ...organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including... 
    Work experience placement
    Work at office
    Relocation package
    3 days per week

    Lincoln Financial Services

    Radnor, PA
    2 days ago
  •  ...hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role. We are seeking an accomplished senior communications people leader for Vanguard’s Communications Strategy Group (within Corporate Communications). Serves as a senior... 
    Senior
    Work experience placement

    Vanguard

    Malvern, PA
    4 days ago
  • $50k - $90k

     ...Senior Analyst, SEM Position at CMI Media Group At CMI Media Group, innovation isn...  ...exclusively to strategic healthcare marketing, committed to elevating engagement strategies...  ...SEM budgets to ensure maximum return on investment and adherence to financial targets.... 
    Senior

    CMI Media Group

    Wayne, PA
    1 day ago
  •  ...a highly motivated and detail-oriented Senior Financial Analyst to join our finance team...  ...departments (e.g., Sales, Operations, Marketing) to understand business performance and...  ...acquisitions, pricing strategy, and capital investments. Ensure compliance with internal... 
    Senior
    Full time

    StevenDouglas

    King of Prussia, PA
    1 day ago
  •  ...more information about Avalo, please visit Position Summary The Senior Manager, Financial Planning & Analysis (FP&A) serves as a...  ...initiatives. Develop and maintain financial models, business cases, investment analyses, and resource planning tools to evaluate opportunities... 
    Senior

    Avalo Therapeutics

    Wayne, PA
    3 days ago
  •  ...Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North...  ...families. By communicating Vanguard's investment philosophy and making recommendations that...  ...of financial planning, capital markets and the financial industry and are willing... 
    Senior
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Malvern, PA
    2 days ago
  •  ...Senior Cost Accountant Great accountants report the numbers. Great cost accountants help shape them. At Hydromotion, we don't...  ...Engineering, Quality, and Commercial teams Support capital investment analysis and justification reviews Drive alignment toward business... 
    Senior
    Work at office
    Local area

    Texas Hydraulics

    Spring City, PA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Specialist, Investment Marketing. Be the first to apply!