Responsibilities

• Leads the development and ongoing management of an integrated event strategy for Retirement & Income Solutions ensuring alignment with business and sales priorities, brand standards and compliance requirements
• Partners with internal stakeholders to develop annual event strategies and plan, coordinate, and execute small- to large-scale events
• Manages all logistical aspects of planning which may include speaker selection, agenda scheduling, communications, marketing activities, on-site coordination, budget management and return on investment analysis. Accountable for maintaining post conference success metrics, stakeholder feedback and delivery of overall conference evaluation results.
• Executes event technology for in-person Principal and virtual Council events, leveraging expertise across event platforms to guide stakeholders to the most effective solutions.
• Drives comprehensive pre-event planning, including communications, materials, vendor coordination, and internal alignment.
• Manages post-event follow-through, including data tracking, reporting, and sales activation initiatives to translate events into measurable business outcomes.
• Work closely with marketing, compliance, sales leadership, operations, finance, and external partners to support both event-related initiatives and non-event projects that enhance the client and sales experience.

Requirements

• Bachelor’s degree or equivalent experience
• 6+ years of experience in event management, client partnership, marketing, or sales support
• Outstanding organizational skills and the ability to manage multiple projects simultaneously
• Strong problem-solving, communication, negotiation, and collaboration skills
• Ability to work effectively under pressure and adapt quickly in a fast-moving environment
• Comfortable operating with a high sense of urgency
• Ability to lift up to 35 pounds
• Willingness to travel (up to 20%, including overnight travel)

Preferred

• Experience partnering with or supporting a Sales organization
• Familiarity with financial services or retirement industry
• Experience with Salesforce
• Strong data tracking and reporting capabilities to analyze event outcomes
• Ability to anticipate needs, problem-solve proactively, and build strong internal relationships

Benefits

• Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
• Pension Eligible