Heather Wilson Email & Phone Number

Collegeville, Pa, Us

King Of Prussia, Pennsylvania, United States

United States

Manages all aspects of Independent Advisor Solutions by SEI’s social media program including our award winning Practically Speaking blog, corporate Facebook page, corporate LinkedIn and LinkedIn Forum pages, and 6 twitter accounts including the @SEIAdvisors handle • 67% blog subscriber growth and 20% social channel growth since 2016• Manages entire social publication process, collaborating with compliance, legal, copy editors, designers, figureheads and guest contributors • Oversees social media content calendar and monthly blog brainstorming sessions. • Manages social metrics dashboards for quarterly reporting of analytics and social media sales funnel activity• Ensures timely compliance review and record keeping of all social activity • Publishes LinkedIn Pulse blogs weekly on behalf of our blog figureheads• Manages PeopleLinx account for compliant employee advocacy Acts as social media figurehead and monthly writer for our Practically Speaking blogManages and executes client and prospect webinars on practice management topics via enterprise WebEx systemCoordinates and schedules marketing, conference and event email communications in collaboration with our Broker/Dealer team and corporate events teamProject manages marketing initiatives for large-scale Independent Advisor Solutions by SEI's Strategic Advisor Conferences• Collaborates with sales, marketing, presenters, corporate events and corporate marketing• Coordinates internal and external kiosk participants• Oversees Broker/Dealer compliance processing, outside speaker communications, organizing and executing internal event run-throughs, presentation creation and approvals, and on-site AV support

Oaks, Pa

Managed development and maintenance of all sales and event presentations for the Advisor Network business unit. Acted as liaison between Corporate Events team and Advisor Network to execute large scale national events, and smaller regional events throughout the year, as well as internal sales kickoff meetings and trainings (about 100 events per year)Managed Broker/Dealer compliance relationships with over 50 BDs, and ensured timely compliance reporting Managed administration and development of our business unit Jive siteSEI is one of the world’s largest managers of managers, and has used the most up-to-date research to anticipate changing investor needs, and create innovative solutions designed for individual and institutional investors alike. Our outsourced solutions in investments, practice management, technology and administration will save you time and differentiate you from your competition. For more information about our advisor network solutions, please contact me at hlwilson@seic.com

Responsibilities included coordination and scheduling of fundraising events with local non-profit organizations in VA, CT, PA and FL. Through the creation and maintenance of a robust database of events, W9s, applications, and contact information, I acted as the liaison between the non-profits, the restaurants and Friendly’s Ice Cream corporate office to ensure events ran smoothly, results were tabulated thoroughly and fundraising earnings were submitted to AP.

Conshohocken, Pa

Responsibilities included scheduling students, providing exemplary customer service to parents and students, maintaining database of clients, opening and closing of school locations, collection and deposits of daily funds, maintaining professional school setting, providing tours to potential students and employees, assisting the school director with daily needs, filling in at additional locations.

Provided clients with sixty and ninety minute massages utilizing therapeutic and deep tissue techniques, conducting new client intakes, out-processing of clients and collection of payments, and maintaining accurate client records. Specializing in Swedish, Deep Tissue and Pregnancy massage, as well as therapeutic clinical massage at Chester County Hospital’s oncology and maternity facilities. Responsibilities included scheduling clients, selling gift cards and VIP packages, completing all monetary transactions, opening and closing business locations and maintaining a sanitary and professional clinic room and business office.

Executed sales and support to launched and potential cable Affiliates in my assigned territory (PA, NY, WV, DE, MD, VA, RI, MA, CT, VT, NH, ME). Consistently met and exceeded sales goals for six years and successfully launched the Music Choice service in multiple cable systems. Created lasting professional relationships with C-Level executives. Responsibilities included 60% travel; consultative business-to-business selling of products and services; developing, maintaining and updating regional sales tools; creation and distribution of marketing, programming and technical communications; representing Music Choice at cable shows and industry events; qualification and follow-up of leads; results data collection; and Affiliate support.

Horsham, Pa

Provided customer service responses to web and phone inquiries, administration functions for the Vice President of Marketing, Director of Marketing and Communications, and Marketing staff of 10; interim support to HR, CEO and CFO for 7 months. Responsibilities included identifying and implementing updates to the company website; development, production and distribution of monthly email newsletters to registered customer database of 20,000; providing telephone and online customer service (1500 emails monthly); reporting and documenting customer feedback; coordinating and producing weekly dealer notifications; maintaining prospect and customer marketing database; coordinating travel arrangements for VP Marketing, CEO and CFO; completing expense reports in a timely manner; maintaining multiple schedules via MS Outlook for VP Marketing, CEO and CFO; creating and maintaining public relations and media contacts database via MS Access; assisting with research projects when needed, and performing administrative tasks as required.

Bachelor Of Music, Voice

Music Major with Minor in Audio Production

High School Diploma, High School/Secondary Diplomas And Certificates