Manager, Events & Experiences

Blue Trust•Alpharetta, GA

About The Position

About Blue Trust For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets under advisement, over 460 team members and a nationwide network of 19 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states. Role Overview The Manager, Events & Experiences is responsible for leading Blue Trust’s event and experiential marketing strategy—elevating the brand, deepening client relationships, and equipping advisors to host meaningful experiences. This role oversees enterprise-level events, national sponsorship activations, bespoke experiences for priority client segments, and select internal firm-wide events to ensure every Blue Trust experience delivers measurable business impact and reflects the firm’s mission of helping clients steward wealth with clarity and confidence. By combining strategic vision and hands-on execution, the manager ensures events are integrated into broader marketing campaigns and omni-channel storytelling efforts that advance firm growth and brand visibility.

Requirements

Demonstrated excellence in strategic event planning, project management, and experiential design
Strong collaboration skills across marketing, operations, executive leadership, and advisory teams
High attention to detail and proven ability to deliver polished, on-brand experiences
Ability to manage multiple large-scale projects simultaneously while maintaining quality and composure under pressure.
Adept at balancing creative vision with operational execution
Excellent communication, negotiation, and vendor management skills
Proficiency with project management and event planning tools; experience with Salesforce or similar CRM systems is a plus
Desire to serve others with excellence
Personal integrity and the ability to discreetly handle confidential data
Flexible, ability to identify and resolve problems quickly
Bachelor’s degree in Marketing, Communications, Event Management, or related field (or equivalent experience) required.
8+ years of experience in event strategy, planning, and execution—preferably in financial services or mission-driven organizations.
Experience coordinating omni-channel campaigns (email, social, digital) in conjunction with events preferred.
Demonstrated ability to manage large-scale conferences and intimate client/advisor experiences.
Experience developing and managing event budgets, contracts, and vendors required.

Nice To Haves

Certified Event Designer (CED) or Certified Meeting Professional (CMP) designation is a plus.

Responsibilities

Enterprise Events and Sponsorships Leads planning and execution for enterprise events, including annual client gatherings, high-profile partnership activations, and bespoke experiences tailored for priority client segments.
Partners with executive leadership to define event objectives, content strategy, and audience engagement goals.
Manages event budgets, contracts, vendors, and logistics to ensure excellence and fiscal responsibility.
Develops event evaluation processes to measure ROI, lead generation, and client/advisor satisfaction.
Designs and delivers internal firm-wide experiences (e.g., all-hands meetings) that strengthen engagement, alignment, and brand storytelling across the organization.
Partners with senior leaders to ensure internal experiences reflect Blue Trust’s mission, values, and strategic priorities.
Creates scalable event frameworks, toolkits, and templates to support advisors in hosting local experiences (e.g., appreciation events, workshops, partner activations) and builds advisor capability to deliver local experiences that reinforce national brand campaigns.
Trains and equips advisors and branch staff on best practices for event planning and execution.
Provides on-demand consultation for high-impact local events that align with national campaigns and lead generation objectives.
Designs experiences that bring Blue Trust’s brand and mission to life—integrating storytelling, hospitality, and faith-forward values.
Collaborates with the Content & Digital teams to integrate events into omni-channel campaigns.
Leverages events as platforms for thought leadership, influencer engagement, and client acquisition.
Oversees relationships with event vendors, production companies, venues, and sponsorship partners.
Negotiates contracts and ensures all service delivery aligns with Blue Trust standards.
Coordinates with the Marketing team on co-branded events and partnership activations.
Approaches work, interactions and relationships in a manner consistent with the Company’s Core Values.
Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company.