* Manage and execute event programs designed to drive the acquisition of new independent advisors, as well as retention and increased wallet share of existing advisors* Manage copy for event invitations, agendas, and follow-up communications to the right target audiences* Lead, develop, train,n and inspire a team of event coordinators* Manage large, detailed working budgets from start to finish* Sourcing and property assessment, curating experiences for our advisors* Create and maintain timelines and deliverable lists* Lead and coordinate matrix-style program teams, including creative, video, and production* Content Management Agenda curation and development* Curate event approach and strategy in conjunction with AssetMark Key stakeholders, VP, Brand, and Director Events* Understand and manage vendors, vendor timelines* Lead executive strategy presentations for cross-functional buy-in and approval* Lead cross-functional team of specialists – including event strategists, content and messaging, theme and rationale developers, writers, designers, and production teams* Manage, develop, and implement project plans and timelines, including communication schedules, and post-event meeting metrics* With internal stakeholders, monitor event experiences and quality to continue improving experience, content, and results* Ensure experience at all events meets or exceeds the expectations of internal clients as well as the brand image* Understand event survey metrics and produce executive briefings of event results* Initiate and collaborate closely with internal stakeholders (Sales, Product, Business Partners, and Marketing), all relevant content details in a timely manner to ensure alignment across the business* In addition, seek feedback from internal partners about programs to continue to improve event outcomes over time* Ensure seamless management and execution of events* Mentor and coach junior team members, providing guidance and support to help them grow their roles when applicable* Attend select events throughout the year to review event delivery and attendee experience, as well as assess opportunities for improvement to implement within future events* Support and fulfill other assignments within the events team or broader marketing department as needed* Detail-oriented, with the ability to work independently and manage deadlines in a fast-paced environment* Lead, manage, and develop up-and-coming event team members* Ability to strategically seethe whole event timeline and needs and develop frame work for deliverables without supervision* Ability to lead discovery sessions and develop communication pathways utilizing PowerPoint and slides to drive connection and results* Understanding of property assessment and sourcing* High-level proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook* Proven track record of successfully planning and executing large-scale events as an event lead* Ability to create robust timelines in conjunction with multiple deliverables across the matrix event team* Proven track record of leading, managing, and developing team members within events organizations* Ability to take a theme and, within the business context, develop presentations that may include graphics and charts/graphs for others to present* Desire and capacity to manage others* Knowledge of production and event logistics* Strong project management skills with the ability to manage multiple projects simultaneously and meet deadlines in a fast-paced environment* Excellent communication and interpersonal skills, both written and verbal, with all levels of the company. Ability to build relationships with internal teams, external partners, and vendors* Strategic thinker with a creative mindset and attention to detail* Understanding of production and creative elements, and the ability to create holistic showflows* High level of initiative and self-motivation* Relational, optimistic, with the ability to create bridges within departments and cross-functionally towards success and connection* Working knowledge of campaign functions in Salesforce.com is preferred* Detail-oriented* Travel per year approximately 40% for on-site management of events and related activities as needed by the team* Bachelor's degree in Event Management, Communications, Marketing, or equivalent* Experience leading teams of cross-functional players, developing agendas and thematic aims, leading Experience with content development for presentations to small and large audiences, and developing timelines for large impact events* 5 or more years running event budgets and reconciliations* 5 or more years of experience in event management, preferably in the financial services industry* 5 or more years of event program design experience in a high-volume environment* Working experience in timeline management- eg, Wrike is preferred, plus* Experience and involvement in an event or a marketing trade association is preferred* Flex Time or Paid Time Off and Sick Time Off* 401K – 6% Employer Match* Medical, Dental, Vision – HDHP or PPO* HSA – Employer contribution (HDHP only)* Volunteer Time Off* Career Development / Recognition* Fitness Reimbursement* Hybrid Work ScheduleAssetMark is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place.
We offer competitive salaries, full benefits, and excellent opportunities for growth. #J-18808-Ljbffr
We offer competitive salaries, full benefits, and excellent opportunities for growth. #J-18808-Ljbffr