Events Marketing Specialist

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit Event Marketing Specialist We have an exciting opportunity for an Event Marketing Specialist! The Event Marketing Specialist plays a key role in our firm’s growth by planning and executing events across the country. Supporting our Marketing and Partner Programs teams, they will be responsible for the ideation, plan development and execution of educational seminars, tradeshows, conferences, as well as networking and hospitality events. This is a Remote position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000 to $80,000, exclusive of bonuses and benefits. The entire salary grade for those who are classified as this level is $67,300 - $97,600. However, the base salary range bolded above ($70,000 to $80,000) is what we expect to pay as a starting range for this position. #LI-NR1 #LI-Remote Primary Job Functions 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. Coordinate promotional schedule to drive event attendance on time and on budget. 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. Prepare regular reporting on event results. 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 Travel Requirement of 25% Education/Qualifications 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. AI Literacy: 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. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Comprehensive Benefits Offerings 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) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at View phone number on click.appcast.io. Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws. Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit #J-18808-Ljbffr