Specialist, Marketing & Sales Enablement

SEI INVESTMENTS COMPANY • Oaks, PA • 2h ago

SEI is seeking to hire a Specialist, Marketing & Sales Enablement. In this role, you will partner closely with Marketing, RFP, and Sales teams to strategize on active deals, develop data-driven insights, and create sales content that strengthen our competitive position in the market. Your work will help accelerate our sales pipeline by translating data and product knowledge into clear, compelling insights that improve win rates.

What you will do:

Work closely with sales and marketing teams to understand prospect needs, buying drivers, and competitive landscape, then translate inputs into actionable content and insights.

Create custom data and content to support sales conversations and decision-making.

Develop and refine sales enablement assets (emails, talk tracks, case studies, demos, videos, client-ready charts, and presentation materials) that clearly communicate value and differentiate SEI.

Maintain a strong understanding of SEI's solutions and positioning to ensure insights and messaging are accurate, consistent, and relevant to each opportunity.

Track and report on metrics (e.g., stage progression, cycle time, win rate, and insight/asset usage) to refine recommendations and improve results.

Support and back up the proposal/RFP process by drafting, editing, and coordinating high-quality responses and ensuring timely delivery when needed.

Cultivate strong partnerships across Sales, Product, Marketing, and other teams; consistently apply SEI's brand and style standards to all deliverables.

What we need from you:

1-3 years of relevant experience in sales enablement, analytics, marketing, proposal/RFP support, or a similar role producing client-facing deliverables.

Strong analytical skills with the ability to turn data into clear insights; proficiency in Copilot, Excel and PowerPoint.

Demonstrated ability to manage multiple priorities and deadlines, including supporting time-sensitive deal cycles and proposal submissions.

Excellent written and verbal communication skills, with attention to detail and the ability to tailor messaging for different audiences.

Collaborative, creative, and solutions-oriented-comfortable engaging stakeholders, asking the right questions, and iterating quickly based on feedback.

What we would like from you:

Experience supporting sales motions in financial services and/or fintech, including exposure to common deal stages and buying committees.

Comfort building simple, repeatable insight frameworks (e.g., benchmarking views, client segmentation, win/loss themes) to scale enablement across opportunities.

Familiarity with RFP/proposal tools (e.g., RocketDocs) and/or AI tools to accelerate drafting, summarization, and content re-use.

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.

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.

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