Demo

Marketing Strategy Director, Technology and Operations

SEI Investments Company
Oaks, PA Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 4/3/2025

SEI is seeking to hire a Marketing Strategy Director to join the Marketing team in our Technology and Operations businesses. You will be responsible for developing and implementing the marketing strategy for our Private Bank and Wealth Management and Asset Manager audiences. You will embody a multifaceted skill set and an unmatched proficiency in multiple specialized marketing disciplines. You have an extensive track record of success in orchestrating complex, mid-to-large-scale marketing initiatives within a dynamic and competitive landscape. You're a strategic thinker who not only leads from the forefront but also possesses the mentorship capabilities to nurture and elevate the talents of junior team members.

Make sure to apply with all the requested information, as laid out in the job overview below.

The ideal candidate will have a profound understanding of SEI's business nuances and overarching organizational goals, coupled with a relentless drive for innovation and excellence in crafting marketing solutions.

In this pivotal role, you'll be a key driver in shaping the trajectory of SEI's growth through the strategic orchestration of marketing endeavors including opportunistic campaigns, programs, and thought leadership that help position SEI as a leader in this space and leverage data analytics to drive awareness and growth. You will collaborate with Business and Sales leaders as well as subject matter experts across the organization to inform and direct the marketing strategy, and you will apply data-driven marketing tactics to drive awareness and engagement.

What you will do :

  • Lead and innovate marketing strategies across our Private Bank and Wealth Management and Asset Manager audiences, overseeing multiple mid-to-large-scale and complex programs aligned with SEI's growth objectives.
  • Identify compelling thought leadership topics that align with the business strategy.
  • Operate with a digital-first approach, mapping a content journey that helps move prospects through the sales pipeline—and keeps clients engaged.
  • Be a partner to the Sales team, 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.
  • Build strong internal relationships to ensure all internal resources are leveraged and optimized.
  • Collaborate with the in-house Creative team to explore visual approaches that break the mold and elevate the content and campaigns.
  • Utilize public relations, social media, and internal communications to amplify the channel strategy.
  • Be knowledgeable on current market trends, the competitive landscape, and target markets.
  • Work with Compliance to navigate the approval process.
  • Partner with data analysts to institute a measurement framework based on goals and KPIs for campaigns, launches, and collateral.

What we need from you :

  • Bachelor’s degree in communications, marketing, business, English or a related field.
  • Minimum of 11 to 15 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.
  • 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.
  • What we would like from you :

  • Experience working in a financial services or similar industry.
  • Exceptional understanding of SEI's business, organizational objectives, and the competitive landscape.
  • 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.
  • Excellent leadership, communication, and collaboration capabilities across multiple levels of the organization.
  • 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 / affirmative action 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.

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