Marketing Event Strategist

Responsibilities Design, plan, and execute advisor-focused marketing initiatives across the West Coast and Rocky Mountain regions Blend strategic thinking with strong project-management skills to deliver high-impact, multi-channel marketing initiatives Develop trust with advisors, partners, and stakeholders to drive alignment and execution Stay connected to trends and the markets supported Generate fresh ideas and build on existing themes Deliver elevated, thoughtful experiences that resonate with audiences Work closely with regional leadership to support advisors in deepening relationships and driving growth Create multichannel marketing strategies aligned with advisors’ business targets and priority demographics Oversee execution of strategies, understanding the needs of target audiences to deliver memorable experiences Serve as a project manager and leader for office-wide activities including campaigns, events, forums, partnerships, and digital activities Partner with Events Agency and advisor’s client servicing team on execution of events and activities Be accountable for budget management related to advisor marketing strategies Identify opportunities for innovation by leveraging existing technology, driving process improvement, and staying current on industry trends Requirements 5-7+ years previous experience in a marketing or event planning role Demonstrate an ability to prioritize and execute on multiple tasks and projects in a dynamic environment Ability to collaborate, build relationships and influence at all levels of the organization Strong organizational skills and the ability to manage multiple tasks and deadlines Excellent verbal and written communication skills to interact with clients, vendors, and team members Innovative thinking to create unique and memorable event experiences Meticulous attention to detail to ensure all aspects of the event are executed flawlessly Ability to quickly address and resolve issues that arise during the planning and execution phases Possess strong analytical skills and the ability to think strategically Proficiency in Excel and PowerPoint is strongly preferred Salesforce and Pardot knowledge are a plus Some regional travel will be required #J-18808-Ljbffr