The Marketing Review Analyst will be responsible for reviewing marketing communications for SEI’s internal business units and external clients, ensuring compliance with SEC and FINRA regulations
Job Summary
The Marketing Review Analyst will be responsible for reviewing marketing communications for SEI’s internal business units and external clients, ensuring compliance with SEC and FINRA regulations.
The position offers exposure to a broad array of issues within the Legal, Compliance, Corporate Development & Risk Team and opportunities for professional growth and career progression.
SEI provides a comprehensive benefits package including healthcare, retirement plans, tuition reimbursement, flexible PTO, and support for working parents in a hybrid working environment.
Matching Summary
The Marketing Review Analyst will be responsible for reviewing marketing communications for SEI’s internal business units and external clients, ensuring compliance with SEC and FINRA regulations.
Salary
Base: $100,000 - $120,000 per year; Bonus/Equity: Discretionary annual bonus subject to company approval; Benefits: Comprehensive healthcare, retirement, PTO, parental leave, education assistance
Skills & Requirements
Must-have
Marketing materials compliance review
Knowledge of SEC and FINRA regulations
Collaboration with legal and business units
Client communication and support
Project coordination and execution
Remote and onsite work flexibility
Nice-to-have
Strong organizational and time management skills
Excellent interpersonal and problem-solving skills
High integrity and ethical standards
Self-starter with dedication to expertise development
Adaptability and strategic thinking
Team player with good communication skills
Key Requirements
BA/BS degree
3-5 years marketing review experience
Series 7 and 24 registrations
Knowledge of financial services industry regulations