Overview
The Job/What You\'ll Do: Based in the corporate office, this individual manages event marketing communication and project management for AssetMark, Inc., which supports financial advisors across the country with investment and practice management solutions. Position includes marketing, demonstrated strong project management skills, content development, executing a wide range of events, and other event-management duties.
Job Description The Job/What You\'ll Do: Based in the corporate office, this individual manages event marketing communication and project management for AssetMark, Inc., which supports financial advisors across the country with investment and practice management solutions. Position includes marketing, demonstrated strong project management skills, content development, executing a wide range of events, and other event-management duties.
AssetMark is looking for a creative, strategic, relationship-oriented event maven. This is a team-based role that requires an ability to synthesize multiple concepts at once and create work streams, timelines, and deliverables from ideation and discovery.
Your success lies within the success of others around you, the synthesis of multiple needs, and the ability to jump in and lead from the front with accountability. This role hinges on the capacity to think strategically and link messaging across our event portfolio, and the focus on creating impactful, transformative experiences for our attendees.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Concord, CA, Chicago, IL, or Charlotte, NC.
Responsibilities
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, 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 curations 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
Knowledge, Skills, and Abilities
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
Education & Experience
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
Compensation : The Base Salary range for this position is between $120,000-140,000 for Concord and $100,000-120,000 for Chicago and Charlotte.
Note : This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates
must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
Who We Are & What We Offer We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they\'re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients\' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what\'s right, always. Even when it\'s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what\'s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
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 Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
#J-18808-Ljbffr
Job Description The Job/What You\'ll Do: Based in the corporate office, this individual manages event marketing communication and project management for AssetMark, Inc., which supports financial advisors across the country with investment and practice management solutions. Position includes marketing, demonstrated strong project management skills, content development, executing a wide range of events, and other event-management duties.
AssetMark is looking for a creative, strategic, relationship-oriented event maven. This is a team-based role that requires an ability to synthesize multiple concepts at once and create work streams, timelines, and deliverables from ideation and discovery.
Your success lies within the success of others around you, the synthesis of multiple needs, and the ability to jump in and lead from the front with accountability. This role hinges on the capacity to think strategically and link messaging across our event portfolio, and the focus on creating impactful, transformative experiences for our attendees.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Concord, CA, Chicago, IL, or Charlotte, NC.
Responsibilities
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, 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 curations 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
Knowledge, Skills, and Abilities
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
Education & Experience
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
Compensation : The Base Salary range for this position is between $120,000-140,000 for Concord and $100,000-120,000 for Chicago and Charlotte.
Note : This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates
must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
Who We Are & What We Offer We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they\'re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients\' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what\'s right, always. Even when it\'s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what\'s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
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 Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
#J-18808-Ljbffr