Responsibilities

• Develop and execute event marketing strategies that drive client engagement and satisfaction across virtual and in‑person events.
• Write and present strategic business cases to secure approval for event concepts and budgets.
• Provide clear creative leadership across all event marketing touchpoints.
• Maintain, communicate, and track event performance; partner with branch, sales, and analytics teams to drive and measure end‑to‑end program performance.
• Ensure legal, compliance, risk, and control requirements are met and obtain all required approvals.
• Think strategically and creatively, with a willingness to roll up sleeves and manage all details of event marketing strategy and execution.
• Produce clear, compelling decks; proficient in deck creation.
• Apply communications, digital marketing, and sales best practices to event strategies to drive attendance and engagement.
• Maintain and prioritize a complex events calendar.
• Collaborate with agencies to support events and partnerships.
• Manage large event budgets and third‑party agencies and vendors.

Requirements

• Customer‑obsessed, results‑driven marketer with proven success delivering end‑to‑end experiential programs within a highly matrixed organization.
• Bachelor's degree
• 8 plus years of demonstrated experience designing affluent client experiences that meet financial needs and align with client passion points.
• Strong strategic planning and creative leadership skills, paired with a hands‑on execution mindset.
• Ability to develop and present strategic business cases; proficient in creating clear, executive‑ready decks.
• Data‑driven approach with the ability to define KPIs, measure performance, and translate insights into program optimization.
• Effective collaborator with branch, sales, product, and analytics teams to drive end‑to‑end outcomes.
• Fluency in legal, compliance, risk, and control requirements in regulated environments; ability to secure required approvals.
• Proven budget ownership and vendor/agency management for large‑scale events and partnerships.
• Proficiency with core marketing and collaboration tools (e.g., PowerPoint, Excel, project management platforms) and familiarity with CRM and marketing automation platforms.
• Ability to thrive in a fast‑paced, ambiguous environment and to manage priorities across a complex events calendar.

Preferred

• Experience in financial services, with exposure to deposit and investment client segments.
• Background in sports and entertainment partnerships, hospitality programs, or premium experiences.
• Familiarity with content marketing and performance marketing integration for events.

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
• Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
• We also offer a range of benefits and programs to meet employee needs, based on eligibility.
• These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
• Additional details about total compensation and benefits will be provided during the hiring process.