Marketing Specialist

SEI INVESTMENTS COMPANY • Oaks, PA • 13h ago

Reference #: SEI1GLOBALR0032860EXTERNALENGLOBAL SEI is seeking a results-driven Marketing Specialist to support go-to-market strategies focused on prospecting leads and nurturing client relationships within the Independent Advisor business. You will be responsible for building and deploying go-to-market campaigns and sales enablement tools that help promote our solutions to financial advisors. This role will collaborate closely across marketing and with the product and sales teams to execute targeted campaigns that engage new prospects and deepen relationships with existing clients.

The ideal candidate will have a strong foundation in digital marketing and content creation, a solid and growing understanding of go-to-market strategies, and a passion for simplifying complex content.

What you will do:

Develop and execute digital marketing campaigns aimed at lead generation and client retention

Design and manage email marketing initiatives, including list segmentation, campaign execution, A/B testing, editorial calendar, and performance reporting

Create compelling content for various stages of a campaign, including blog posts, email copy, landing pages, sales collateral, and social media

Collaborate across the business to align marketing campaigns with sales initiatives and channel-specific strategies

Support sales enablement by developing presentation decks, email templates, talking points and other tools to help the sales team engage clients and prospects effectively

Help develop content that promotes the brand story and highlights advisor success, including case studies, client testimonials, videos and thought leadership

Provide content support for conferences and events including pre-event promotions, ad and booth material creation, coordination of CE credit sessions, and post-event follow up communications

Analyze performance data and provide actionable insights to improve campaign effectiveness

Contribute strategic ideas that support the marketing team's initiatives and help drive brand awareness

Work with legal and compliance to navigate the approval process

Build strong internal relationships to ensure all resources are leveraged and optimized

Maintain a deep understanding of the independent advisor market, staying informed of industry trends and competitive positioning

What we need from you:

Bachelor's degree in marketing, communications, or a related field

5+ years of experience in B2B marketing, preferably in financial services

Experience with marketing automation, email marketing, and lead nurturing strategies

Strong knowledge of digital marketing channels including social media, SEO, SEM, and paid media

Proficiency with marketing tools such as Eloqua, 6Sense, Workfront, and Salesforce

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 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.

SEI is an Equal Opportunity / Affirmative Action Employer.

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