Events Marketing Specialist (Remote)

Summary

Wealth Enhancement is an independent wealth management firm providing personalized financial planning and investment management services. The Event Marketing Specialist plans and executes educational seminars, tradeshows, conferences, networking events, and hospitality events, while coordinating promotional campaigns, tracking results, managing budgets, and supporting continuous process improvements.

Responsibilities

• Manage all aspects of event planning for educational seminars, tradeshows, conferences, networking and hospitality events
• Plan and manage our events’ calendar
• Research and secure venues, approve menus, develop seating plans
• Communication with speakers, advisor teams, and event staff
• Prepare and ship event materials such as nametags, collateral, and technology
• Point person at events, ensure smooth operation with the venue, in addition to onsite event staffing, greet attendees, managing speakers and wrap up
• Collaborate and drive strong relationships with key contributors
• Coordinate various marketing tactics including direct mail, email, radio, and social media to drive event attendance
• Comprehensive project management including the use of Wrike, our project management and collaboration software
• Create new, or update existing, processes, documentation, timelines and to-do lists related to event responsibilities
• Proofing, routing and version control of marketing materials
• Maintain event budgets and process invoices
• Analyze and evaluate the effectiveness of specific events and programs
• Prepare regular and proactive status updates
• Manage event details in Salesforce to ensure proper results tracking
• Coordinate data entry with Operations team post-event
• Keep open lines of communication with internal sales team to capture feedback
• Research, recommend and implement event activities as needed to deliver on “best in class” standards and to further improve efficiencies
• Travel Requirement of 25%

Skills

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education
• Minimum of 2 years of event marketing experience
• Some Project management experience
• Proven ability to prioritize workflow and projects
• Well-organized with excellent multi-tasking abilities
• Polished, excellent communication and interpersonal skills
• Readiness to adapt to new processes and technologies
• Good problem solving skills, willingness to dig into issues and present possible solutions
• Innovative thinking and resourceful
• Ability to be flexible and to collaborate as part of a growing, cross-functional team
• Operation of registration technology and A/V set-up
• Knowledge of Microsoft Office, particularly Excel
• Demonstrated ability to effectively use AI tools and technologies in daily work tasks
• Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards
• Comfort with learning new AI applications and understanding their appropriate use cases and limitations
• As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected

Qualifications

Must Haves

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education
• Minimum of 2 years of event marketing experience
• Some Project management experience
• Proven ability to prioritize workflow and projects
• Well-organized with excellent multi-tasking abilities
• Polished, excellent communication and interpersonal skills
• Readiness to adapt to new processes and technologies
• Good problem solving skills, willingness to dig into issues and present possible solutions
• Innovative thinking and resourceful
• Ability to be flexible and to collaborate as part of a growing, cross-functional team
• Operation of registration technology and A/V set-up
• Knowledge of Microsoft Office, particularly Excel
• Demonstrated ability to effectively use AI tools and technologies in daily work tasks
• Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards
• Comfort with learning new AI applications and understanding their appropriate use cases and limitations
• As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected

Benefits

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)