Responsibilities

• Design, lead, and innovate marketing strategies that attract new advisors and end-clients to the Stratos ecosystem, bolster the adoption of SEI’s investment products across the Stratos advisor base, and increase revenue growth across the Stratos business lines.
• Oversee multiple mid-to-large-scale, complex programs aligned with SEI's growth objectives tied to the Stratos business.
• Operate with a digital-first approach, mapping a content journey that helps move prospects through the sales pipeline—and keeps clients engaged.
• Identify compelling thought leadership topics that align with the business strategy.
• Build cross-functional partnerships with the Stratos leadership, relationship management, and sales teams, drafting and developing presentations, digital and traditional literature, email campaigns, and website content that embrace the mind-of-the-buyer.
• Use data and key metrics to refine key initiatives, embracing a “launch, test, learn, optimize” mindset.
• Fully leverage the marketing tech stack to utilize tools and resources that amplify marketing efforts.
• Help translate and transform sophisticated in-depth materials into clear and digestible content.
• Contribute strategic ideas and themes that support the sales channel’s initiatives and help drive brand awareness.
• Foster strong internal relationships to ensure all internal resources are leveraged and optimized, as well as collaborate with SEI’s Global Capabilities Center (GCC) and third-party marketing agencies to build an optimal operating model that can support content production at scale.

Requirements

• Minimum of 10 years of relevant experience with proven expertise in multiple specialized marketing disciplines.
• Demonstrated success in leading and delivering complex, impactful marketing programs that drive significant business growth.
• In-depth knowledge of current digital marketing technologies and trends.
• Exceptional understanding of SEI's business, organizational objectives, and the competitive landscape.
• Proven ability to influence and build strategic relationships across all levels of the organization.
• Experience, or willingness to learn, building marketing campaigns in a CRM, such as Salesforce.
• Strong analytical and strategic thinking skills.
• Project management expertise.
• Excellent leadership, communication, and collaboration capabilities across multiple levels of the organization.

Preferred

• Experience working in a financial services or similar industry.
• Proficiency in data analysis and leveraging insights to drive marketing strategies.
• Track record of negotiating change and driving innovation within the marketing function.
• Experience as a key advisor to functional leadership, contributing to departmental and organizational success.
• Bachelor’s degree in communications, marketing, business, English or a related field.

Benefits

• SEI’s 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.