Senior Investment Marketing Specialist

The Senior Investment Marketing Specialist at SEI is responsible for developing and executing integrated marketing strategies that align with business objectives. This includes market analysis, defining product positioning, planning product launches, and creating engaging content for sales teams and advisors. A key part of the role is to collaborate with various internal teams, ensuring that marketing efforts drive brand awareness and product adoption.

To be considered for the Senior Investment Marketing Specialist role at SEI, candidates should possess 5-8 years of experience in financial services marketing, with specific expertise in investment products or the financial intermediary landscape. A bachelor’s degree in communications, marketing, business, or a related field is also required. Strong project management skills, innovative thinking, and the ability to collaborate effectively are essential.

SEI provides a supportive work environment for Senior Investment Marketing Specialists by fostering collaboration across teams and offering a rich variety of benefits, including comprehensive healthcare, flexible paid time off, and educational assistance. These resources help you stay engaged and motivated while you excel in your role, allowing you to focus on building impactful marketing strategies.

At SEI, the work culture for a Senior Investment Marketing Specialist is collaborative and innovative. The open floor plan and creative design in our offices foster a sense of community and teamwork. Employees are encouraged to share ideas and contribute to projects, and SEI prioritizes employee well-being with various programs that support both personal and professional growth.

As a Senior Investment Marketing Specialist at SEI, you will have the opportunity to develop strategic marketing initiatives that can lead to career advancement within the organization. SEI values its employees and offers resources for professional development, mentorship programs, and internal mobility opportunities that enable you to grow your career in financial services marketing.

When answering this question, provide specific examples of past marketing strategies you've developed. Highlight your understanding of the financial services industry, your method of analyzing market trends, and how you collaborated with teams to align marketing strategies with business goals. Emphasize any successful campaigns and the outcomes.

In your response, discuss your process for breaking down complex information into digestible content. Provide examples of how you have transformed intricate investment strategies and concepts into clear messaging tailored for advisors. It's important to emphasize your communication skills and understanding of the audience.

Focus on specific metrics that you have used in the past, such as engagement rates, conversion rates, or sales enablement measures. Illustrate how you track these metrics to assess campaign effectiveness, and be sure to mention any tools or software you utilize for this analysis.

Share the strategies you employ to keep yourself informed, which may include following industry news, participating in webinars or conferences, and engaging with professional networks. This will showcase your proactive approach to professional development and your dedication to understanding the market landscape.

Provide a structured response that details the product launch phases—planning, execution, and assessment. Highlight your specific roles, measures of success, and what you learned from the experience. This will illustrate your project management skills and ability to contribute to product marketing efforts effectively.

Discuss a specific collaboration example, emphasizing your communication skills and strategies for aligning goals across teams. Talk about any challenges you faced and how you overcame them collaboratively, illustrating your ability to work in a fast-paced environment like SEI.

Explain the various techniques you’re familiar with, such as surveying advisors, analyzing competitor offerings, or using analytical tools to gather insights. Mention how you translate findings into actionable marketing strategies, showing your analytical and strategic thinking capabilities.

Talk about the importance of communication and regular check-ins between sales and marketing to align objectives. Share a situation where you facilitated discussions between teams to resolve conflicts or misalignments, emphasizing your conflict resolution skills and teamwork.

Reflect on the complexities and nuances in marketing financial products, including regulatory restrictions and the need for clarity in communication. Share your strategies for addressing these challenges, demonstrating your problem-solving abilities and understanding of the industry.

Describe your approach to collaborating with legal and compliance teams to review marketing materials. Emphasize your attention to detail, awareness of legal requirements in financial marketing, and how you've successfully navigated the approval processes in past roles.