A Leadership Team Formed when
Big Four Accounting Experience Met a Groundbreaking Technology Vision


Chelsea Francis

Head of Strategy, SEI Family Office Services


  • Business strategy and growth
  • Family office technology and outsourced service solutions
  • Digital marketing and demand generation

Chelsea Francis is the Head of Strategy for SEI Family Office Services, where she helps steer the division's business strategy, innovation, and future growth. With more than 10 years of experience connecting with family offices and financial institutions serving ultra-high-net-worth families, Chelsea is also responsible for developing and leading the holistic marketing strategy for SEI’s wealthtech and outsourced service solutions for the family office market. In this capacity, she oversees comprehensive demand generation, digital innovation, sales enablement, and inbound marketing programs with a core focus on producing educational family office content.

Prior to joining SEI, she spent time in state government, radio promotions, and corporate cause marketing.

Chelsea holds a Bachelor of Science in Marketing from the Kelley School of Business at Indiana University.

Chelsea Francis