Senior, Strategic Events Planning & Execution Consultant (Madison, Hybrid)

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Join TruStage, a mission-driven organization committed to making financial services and insurance more accessible to middle-market consumers, as a Sr Strategic Events Planning & Execution Consultant. In this highly collaborative role, you will be a key driver in the evolution of how events are leveraged in our company. You will manage the daily implementation of our enterprise event strategy, working strategically and tactically to achieve business objectives, while ensuring brand strategy alignment. Your efforts will enhance customer experiences and accelerate our sales funnel. Bring your strong relationship-building skills, creative problem-solving abilities, and event management expertise to our dynamic and fast-paced environment. With opportunities for professional growth, be part of our mission-driven organization where your contributions are not only valued but help drive positive impacts in the financial lives of millions of middle-market consumers. Preferred candidates will hold a Certified Meeting Professional designation, with a background in business, financial services, or the insurance industry. If you are detail-oriented and thrive in matrixed environments, join us and help shape our event capability.

Job Purpose:

This hands-on, highly collaborative position is responsible for the daily management and implementation of our enterprise event strategy. This role is both strategic and tactical, serving as the overall event lead who partners with multiple cross-functional teams through the identification, planning and execution of events. This role serves as a liaison between sales, marketing strategy, sales enablement, marketing ops, creative and media. The role will help the organization mature our events capability.

Job Responsibilities:

• Leads annual event planning – gathering input from a cross-functional team to develop an annual events calendar to ensure alignment and visibility to all event-related activity.
• Leads development of the annual enterprise speaker bureau strategy – collaborating with across the enterprise to place speakers as necessary
• Negotiates and secures event and event-specific sponsorship contracts; processes invoices
• Serves as the accountable event lead for select events
• Build, nurture and maintain strong and effective relationships with a variety of business partners and marketing team members through regular, proactive communication
• In partnership with a cross-functional team, contributes to idea generation, marketing plan development, aligns timelines and resources with events and event marketing needs
• Identify the best, most appropriate event to achieve the defined business objectives in partnership with marketing strategists and integrated media leads
• Partners with marketing strategy and others to ensure that event content aligns to the enterprise content strategy and organizational narrative(s)
• Lead a cross-functional team in creation of the event experience, owning the run of show and over-arching project plan to ensure successful delivery of the event.
• Partners with sales, marketing and analytics to identify measures, tracking and ROI calculation
• Based on analysis, leads recommendation development for the distribution of event across acquisition, retention and revenue producing opportunities.
• Determines the best way to leverage reoccurring / annual events in partnership within broader marketing strategists
• Uses best practices and knowledge of internal or external business issues to improve customer experiences and sales funnel acceleration leveraging events.
• Stays current and advises team of best practices for in-person, hybrid and virtual event activities

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

• Bachelor’s degree in business or related field; Master’s preferred.
• Five more years of business, financial services or insurance industry event experience preferred.
• Certifie