Event Specialist - Remote (CST or EST)

OneDigital

40d • $70,000 - $85,000 • Remote

About The Position

The Financial Services Event Specialist helps bring OneDigital's events and experiences to life across Wealth, Retirement and Executive Benefits. This hands-on role combines event execution with a marketing mindset, supporting client and prospect events, conferences, sponsorships, speaking engagements and other experiences from planning through follow-up.

Working with Growth Marketers, Strategic Partnerships, the broader Marketing team and business partners across OneDigital, the specialist coordinates logistics, marketing activation and cross-functional execution to deliver consistent, compliant and engaging experiences. The role also develops and maintains repeatable event programs advisors can activate across markets, while supporting customized, converged and high-profile experiences as needed. Success requires exceptional organization and follow-through, a strong understanding of compliance and sponsorship requirements, comfort managing multiple stakeholders, and the ability to set clear expectations for timelines, inputs and approvals.

The role supports in-person, virtual and hybrid events and requires travel as needed, up to 50%, including occasional evenings and overnight stays. The nationwide base pay range is $70,000 to $85,000 per year. Eligible employees may also receive variable compensation, commission and/or an annual bonus, along with health, wellbeing, retirement and other financial benefits, paid time off, overtime pay for non-exempt employees, learning and development programs, reimbursement of job-related expenses, and employee perks and discounts.

Requirements

• At least 5 years of experience in marketing, communications, design, event marketing or a related field, including exposure to planning and executing professional or client-facing events.
• Strong project management and organizational skills, including ownership of projects from kickoff through closeout and coordination of multiple stakeholders, deadlines and deliverables.
• A marketing mindset and understanding of how events, experiences and related communications support audience engagement, relationships and business objectives.
• Ability to establish realistic timelines, communicate requirements clearly and manage stakeholder expectations when timing, scope or resources create constraints.
• Experience working within compliance, regulatory or structured approval processes and ability to work within sponsorship agreements and established event guidelines.
• Strong written and verbal communication skills, attention to detail, and ability to develop or adapt event communications and collateral within established brand standards.
• Strong problem-solving skills and sound judgment, with ability to work across business lines, markets and seniority levels in a fast-moving, matrixed environment.
• Proficiency with Microsoft Office and familiarity with Canva or similar creative tools.
• Willingness to travel as business needs require, including occasional evenings and overnight stays.
• Bachelor's degree in marketing, communications, business, hospitality, event management or a related field, or equivalent relevant experience.

Nice To Haves

• Experience with event logistics, marketing activation, conferences, sponsorships or speaking engagements.
• Financial services experience.
• Experience supporting client-facing, prospect-facing, corporate or professional services events.
• Experience developing or adapting event communications, promotional materials or marketing collateral.
• Experience coordinating conferences, sponsorships and/or speaking engagements.
• Experience in financial services, wealth management, retirement, executive benefits or another regulated industry.
• Experience coordinating programs across multiple markets, regions or business lines.

Responsibilities

• Manage planning and execution of in-person, virtual and hybrid Financial Services events from kickoff through closeout.
• Develop and manage event timelines, budgets, deliverables, agendas, run-of-show documents and stakeholder responsibilities.
• Coordinate venues, vendors, contracts, catering, audiovisual needs, signage, shipping, registration, speakers and attendee experience.
• Provide on-site execution support for assigned events, conferences and higher-profile experiences as needed.
• Establish and communicate lead-time requirements, milestones and stakeholder deadlines based on event scope and complexity.
• Identify execution risks related to timing, scope, budget, compliance requirements or resources, and work with partners to adjust plans.
• Maintain organized event documentation and contribute to improvements in event processes, templates and workflows.
• Partner with Growth Marketers to turn approved event opportunities and objectives into actionable event plans.
• Coordinate invitations, registration experiences, attendee communications, promotional materials, presentations, signage and other collateral.
• Develop or adapt event materials within brand templates and partner with Content, Demand Gen and other Marketing resources as needed.
• Develop, package and maintain repeatable event programs for advisors and local teams, including templates, promotional materials, execution guidance and follow-up resources.
• Help turn successful event concepts into scalable playbooks and standardize experiences for reuse across markets.
• Support customized and high-profile experiences in partnership with the broader Marketing team.
• Coordinate lead capture and post-event activities, including attendee reporting, surveys and follow-up communications.
• Coordinate conference participation, sponsorship activations, speaking engagements and strategic partner events with the Financial Services event center of excellence.
• Manage sponsorship deliverables, benefits, registrations, speaker requirements, branding opportunities and deadlines in accordance with sponsorship agreements and investment parameters.
• Support promotion, attendee outreach, materials and follow-up to maximize approved conference and sponsorship investments.
• Partner with other OneDigital business lines on converged events, aligning audiences, materials, timelines, approvals and follow-up.
• Maintain visibility into upcoming Financial Services conferences, sponsorship commitments, speaking engagements and associated deliverables.
• Coordinate required compliance reviews and approvals for invitations, presentations, collateral and external-facing event communications.
• Build compliance and approval timelines into event plans and ensure required reviews are completed before materials are distributed or used.
• Work within sponsorship agreements, benefits, restrictions, spending parameters and activation requirements.
• Proof event materials for accuracy, brand consistency and logistical details.
• Coordinate across Marketing, Strategic Partnerships, advisors, Compliance and business leadership, setting expectations and escalating issues when needed.
• Track events, conferences and sponsorships, including investment, attendance, engagement and available outcome data.
• Coordinate with Growth Marketing and other partners to capture results and support event-level and portfolio-level ROI reporting.
• Maintain attendee, vendor, budget, compliance and final event documentation for reporting and future planning.
• Prepare event recaps and identify patterns and learnings that inform which event programs should be repeated, refined or scaled.
• Capture successful materials, processes and execution learnings for future event playbooks and programs.
• Travel as needed, up to 50%, to support local market events and provide on-site execution support.

Benefits

• Health, wellbeing, retirement and other financial benefits for eligible employees.
• Paid time off.
• Overtime pay for non-exempt employees.
• Learning and development programs.
• Reimbursement of job-related expenses per company policy.
• Employee perks and discounts.
• Some roles may be eligible for variable compensation, commission and/or an annual bonus based on individual and/or company performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level