Senior Event Lead

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 Chicago, IL, Charlotte, NC, or Concord, CA.

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,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

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