Events Marketing Specialist (Remote)

Wealth Enhancement Group
•$70,000 - $80,000•Remote

About The Position

Wealth Enhancement is seeking an Event Marketing Specialist to play a key role in the firm’s growth by planning and executing events across the country. This role supports the Marketing and Partner Programs teams by being 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. The base salary range for this position is $70,000 to $80,000, exclusive of bonuses and benefits.

Requirements

  • 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.

Nice To Haves

  • Travel Requirement of 25%

Responsibilities

  • Manage all aspects of event planning for educational seminars, tradeshows, conferences, networking and hospitality events.
  • Plan and manage the 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.
  • Serve as the point person at events, ensuring smooth operation with the venue, in addition to onsite event staffing, greeting 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.
  • 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.

Benefits

  • 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)
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