About The Position

Seeking an Event Strategy Manager to own and drive the event channel as a strategic growth lever for our core lines of business – Retirement, Life, Annuities and Employee Benefits. This is not an event planning or logistics role – it is a strategy, planning and activation role. This position sits at the intersection of sales and marketing to build a purposeful, insight-driven event calendar that deepens relationships with plan sponsors, financial advisors and other B2B intermediary audiences and advances Transamerica’s position in the businesses we operate in.

Requirements

  • Bachelor’s degree or equivalent work experience
  • Seven years of experience in B2B marketing, sales enablement or strategy roles, with demonstrated experience developing event or field marketing strategies (not event operations)
  • Deep familiarity with the retirement, life insurance and/or financial services industries
  • Proven ability to build cross-functional alignment and senior level stakeholders
  • Ability to manage multiple priorities and a complex calendar in a fast-moving environment
  • Solid knowledge of marketing methods and principles
  • Project management skills
  • Excellent organizational, presentation and communication skills.
  • Comfortable facilitating conversations with sales leadership, executives and external partners
  • Analytical ability with working knowledge of marketing financials
  • Proficient computer skills with Microsoft Office Suite
  • Staff management skills

Nice To Haves

  • Familiarity with Salesforce and WorkFront
  • Existing relationships within the retirement industry, advisor or life insurance ecosystem

Responsibilities

  • Build and maintain an annual event calendar aligned to business goals, sales cycles and key market moments – including industry conferences, advisor forums, consultant roundtables and internal sales enablement gatherings.
  • Lead the prioritization process across competing event opportunities, applying a clear framework for evaluating ROI, audience quality competitive presence and strategic fit.
  • Serve as the primary liaison between sales and marketing partners to ensure the event strategy reflects business priorities.
  • Facilitate planning conversations with senior stakeholders to align on event objectives, target audiences, messaging themes, and success metrics before any activation begins.
  • Partner with brand and creative teams to ensure Transamerica’s presence and narrative at events is consistent, differentiated and market relevant.
  • Define activation strategies for each event, including pre-event engagement plans, at-event experiences and post-event follow-ups.
  • Define KPIs for event investments and establish consistent measurement practices across events.
  • Analyze and present performance to senior leadership on a regular cadence, with clear recommendations for reallocation or investment.
  • Maintain a strong understanding of the Retirement and Financial industry landscape – including key trade associations and advisor networks.

Benefits

  • Competitive Pay
  • Bonus for Eligible Employees
  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Employee Discounts
  • Career Training & Development Opportunities
  • Paid Time Off starting at 160 hours annually for employees in their first year of service.
  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
  • Wellness Coaching and Reward Dollars
  • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
  • Adoption Assistance
  • Employee Assistance Program
  • Back-Up Care Program
  • PTO for Volunteer Hours
  • Employee Matching Gifts Program
  • Employee Resource Groups
  • Inclusion and Diversity Programs
  • Employee Recognition Program
  • Referral Bonus Programs
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