Marketing Event Strategist

Responsibilities

Design, plan, and execute advisor-focused marketing initiatives across the West Coast and Rocky Mountain regions

Blend strategic thinking with strong project-management skills to deliver high-impact, multi-channel marketing initiatives

Develop trust with advisors, partners, and stakeholders to drive alignment and execution

Stay connected to trends and the markets supported

Generate fresh ideas and build on existing themes

Deliver elevated, thoughtful experiences that resonate with audiences

Work closely with regional leadership to support advisors in deepening relationships and driving growth

Create multichannel marketing strategies aligned with advisors’ business targets and priority demographics

Oversee execution of strategies, understanding the needs of target audiences to deliver memorable experiences

Serve as a project manager and leader for office-wide activities including campaigns, events, forums, partnerships, and digital activities

Partner with Events Agency and advisor’s client servicing team on execution of events and activities

Be accountable for budget management related to advisor marketing strategies

Identify opportunities for innovation by leveraging existing technology, driving process improvement, and staying current on industry trends

Requirements

5-7+ years previous experience in a marketing or event planning role

Demonstrate an ability to prioritize and execute on multiple tasks and projects in a dynamic environment

Ability to collaborate, build relationships and influence at all levels of the organization

Strong organizational skills and the ability to manage multiple tasks and deadlines

Excellent verbal and written communication skills to interact with clients, vendors, and team members

Innovative thinking to create unique and memorable event experiences

Meticulous attention to detail to ensure all aspects of the event are executed flawlessly

Ability to quickly address and resolve issues that arise during the planning and execution phases

Possess strong analytical skills and the ability to think strategically

Proficiency in Excel and PowerPoint is strongly preferred

Salesforce and Pardot knowledge are a plus

Some regional travel will be required

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