Events Marketing Manager, Growth

Responsibilities

• Own the seminar calendar across offices and advisors: geography, ZIP-code targeting, topics, venues, timing, and spacing between events.
• Manage our seminar marketing partner end-to-end, and hold them accountable for audience quality, invitation accuracy, registration, and confirmations. Evaluate alternatives, and decide what functions we should eventually bring in-house.
• Work with our advisors to build and improve the playbook: materials, room setup, presenter prep, booking meetings in the room, and attendee follow-up.
• Coach advisors as presenters, and make every event better than the last.
• Test and expand webinars for audiences outside our office footprints.
• Lead reinvestment in a client appreciation program with small, selective experiences that make clients feel cherished, and give them a natural way to bring a friend.
• Pilot new prospecting concepts with advisors and offices, such as hosted dinners, community events, and events with referring partners and centers of influence like estate attorneys and CPAs.
• Define and own the event funnel: registrations, attendance, meetings booked, prospects qualified, and new client business.
• Partner with growth engineering on attendance tracking, attendee imports, and lead-source accuracy, and influence how our platform handles event follow-up.
• Track cost, payback, and ROI by event, location, presenter, format, and topic. Use them to decide what to scale, what to change, and what to stop.

Requirements

• 5–8 years in event, field, or experiential marketing, including at least 3 years owning a multi-city or multi-event program end to end.
• Demonstrated ownership of pipeline or revenue from events, not just attendance.
• Experience managing agencies or vendors against performance targets.
• Experience building an events program from zero, or rebuilding one, at least once.
• Commercial fluency. You can model cost per meeting and payback, and you read the funnel before you read the guest list.
• Operational precision across contracts, budgets, run-of-show, and a dozen events in flight at once.
• Clear writing and presenting, and the credibility to coach advisors, from new hires to people who have been doing this for decades.
• Comfort with event registration platforms, CRMs, and marketing automation tools.

Preferred

• Bonus: Seminar or event programs in wealth management, insurance, estate planning, or other financial services.
• Bonus: Marketing to affluent audiences approaching or in retirement.
• Bonus: Experience in a regulated marketing environment, especially with direct mail.