Director, Sales Events & Experience

Advisor Group•Scottsdale, AZ

8h•Hybrid

About The Position

The Director, Sales Events & Experience is responsible for the strategic design, development, and execution of high-impact events and experiences supporting Osaic’s Business Development and advisor recruiting objectives. The role owns the sales events and experiences portfolio, including Home Office Visits, prospective advisor events, recruiting-focused conferences, third-party recruiter engagements, and other strategic business development experiences. It connects event strategy to business development priorities by creating intentional, personalized experiences that strengthen prospective advisor relationships, demonstrate Osaic’s value proposition, and advance recruiting opportunities through the sales pipeline. Reporting into Sales Enablement, the Director partners with Business Development leadership, recruiting teams, Marketing, Transitions, Product, Technology, and senior executives. The role leads strategy and end-to-end program execution, including experience design, cross-functional coordination, executive engagement, budgeting, vendors, logistics, measurement, and continuous improvement. It also establishes scalable frameworks and processes, evaluates business impact, and uses enterprise tools and technology to improve personalization and operational efficiency.

Requirements

Bachelor’s degree or an equivalent combination of education and relevant professional experience.
3–5 years of experience in strategic event management, experiential marketing, sales enablement, business development, program management, or a related discipline.
Demonstrated experience developing and executing high-impact events or client experiences that support measurable business objectives.
Strong program and project management capabilities, including experience managing multiple complex initiatives simultaneously.
Proven ability to lead cross-functional initiatives and influence stakeholders without direct reporting authority.
Exceptional communication, relationship management, and executive presentation skills.
Experience partnering with senior leadership and coordinating executive-level engagements.

Responsibilities

Develop and own a sales events and experiences strategy aligned with Business Development priorities, recruiting objectives, and Osaic’s growth strategy.
Establish and manage a cohesive portfolio of recruiting experiences, including Home Office Visits, regional recruiting events, prospect engagements, third-party recruiter events, and recruiting experiences at enterprise conferences.
Partner with Business Development leadership to identify event opportunities that strengthen advisor relationships, advance recruiting conversations, and influence conversion.
Set objectives, target audiences, success criteria, and measurable outcomes for events and develop an annual strategic events calendar.
Own the strategy, design, and end-to-end execution of the Home Office Visit program, tailoring visits to prospective advisors’ needs and recruiting stage.
Coordinate customized agendas, executive interactions, product demonstrations, subject matter experts, and senior leaders for prospect experiences.
Establish standardized processes for pre-visit planning, internal preparation, on-site execution, and post-visit follow-up.
Lead recruiting-focused events and oversee the Business Development experience at enterprise conferences, including ConnectEd.
Partner with Marketing and enterprise events teams to create cohesive recruiting event and conference experiences.
Develop and execute experiences that strengthen relationships with third-party recruiters and strategic referral partners.
Coordinate across Business Development, Sales Enablement, Marketing, Transitions, Product, Technology, Operations, and other internal partners.
Develop an executive and subject matter expert engagement framework; prepare presenters with advisor background, business context, objectives, and discussion topics.
Ensure event messaging and presentations deliver a consistent narrative about Osaic’s capabilities and value proposition.
Manage end-to-end program operations, including planning, budgets, vendor management, scheduling, logistics, execution, and follow-up.
Create planning frameworks, playbooks, templates, repeatable processes, roles, timelines, and service-level expectations.
Identify and mitigate operational risks and resource constraints, manage resources responsibly, and improve processes and participant experiences.
Establish a measurement framework and reporting on participation, engagement, recruiting opportunity progression, HOV-to-affiliation conversion, pipeline and assets, satisfaction, costs, and return on investment.
Conduct post-event evaluations and provide Business Development leadership with performance updates and recommendations.
Use Salesforce, Microsoft 365, Copilot, and other enterprise tools to improve planning, coordination, personalization, reporting, and efficiency.
Identify opportunities to use technology and AI-enabled solutions to streamline administrative activities and enhance advisor experiences.
Contribute insights from advisor interactions and recruiting experiences to Sales Enablement initiatives and continuous improvement.