Senior Director, Meetings & Events - WFG

Transamerica•Philadelphia, PA

About The Position

The Senior Director, Meetings & Events is a strategic leader responsible for designing and delivering high-impact events and field engagement experiences that strengthen the World Financial Group (WFG) and Transamerica Financial Advisors (TFA) value proposition. The role leads planning and execution of large-scale national and international events to attract, develop, retain, reward, and recognize agents and financial professionals across the United States and Canada. As a partner to WFG and TFA executive leadership, the Senior Director creates experiences that inspire field engagement, reinforce business priorities, celebrate achievement, and cultivate pride in the WFG brand. The role collaborates with Field Relations, CX & Marketing, Distribution, Training, and Product teams to execute engagement strategies, deliver field experiences, and support WFG’s growth and transformation. It leads a meetings and events team and provides strategic insight on field sentiment, business challenges, and engagement opportunities to senior leaders. The position is based in an office environment and requires extensive travel (more than 50%), including domestic and international travel, overnight stays, and weekend stays. The stated annual salary range is $200,000–$225,000. The role is typically eligible for an annual bonus at the company’s discretion.

Requirements

12 or more years of progressive leadership experience in financial services, insurance, wealth management, sales, marketing, field engagement, or field relations.
8 or more years of people management experience building engaging and productive work environments.
Knowledge of insurance, brokerage, and wholesale/marketing organizations.
Demonstrated success leading complex, large-scale events, conferences, recognition programs, and engagement initiatives.
Highly organized, flexible, and detail-oriented, with the ability to execute multiple priorities simultaneously.
Expertise in budget planning and management, contract administration, and vendor partnership management to maximize ROI and manage expenses.
Ability to develop and use KPIs, metrics, and analytics to guide business decisions and program effectiveness.
Exceptional communication, presentation, relationship-building, and stakeholder management skills, including delivering important messages to diverse groups.
Ability to influence executive leaders, field leadership, and internal and external stakeholders while maintaining strong partnerships.
Strong strategic thinking, project management, and problem-solving capabilities.
Extensive travel (more than 50%), including domestic and international travel with overnight and weekend stays.

Nice To Haves

Bachelor’s degree in Business, Marketing, Communications, Event Management, or a related field.
Life insurance license, as required by state(s).
FINRA Series 6 and 63.
Knowledge of Transamerica/WFG products.
Experience working with World Financial Group, Inc.
Certified Meeting Professional (CMP).

Responsibilities

In collaboration with the VP, Field Relations, design and execute a comprehensive meetings and events strategy aligned with WFG and TFA business objectives.
Lead planning and execution of complex, large-scale national and international meetings, conferences, leadership forums, incentive trips, and recognition events.
Create event experiences that strengthen field engagement, reinforce organizational culture, and drive business performance.
Meet event ROI and expense management targets, manage spending within budget, and ensure financial stewardship and measurable returns.
Lead vendor selection, contract negotiations, and partner management.
Establish and monitor event and engagement program KPIs and success metrics, and make improvements as needed.
Partner with the VP, Field Relations and Head of CX & Marketing to develop and execute integrated communications strategies for field engagement initiatives.
Oversee event marketing materials, presentations, gamification strategies, entertainment programming, and participant communications to ensure aligned and consistent messaging.
Lead, coach, and develop a high-performing meetings and events team through talent management and employee development.
Partner across Distribution, CX & Marketing, Field Training, Field Relations, and Product to strengthen WFG’s position as an industry partner for agents and financial professionals.
Oversee agent recognition, rewards, and promotion programs, including vendor relationships and management, operational budget, and end-to-end management of the US WFG Store.
Provide strategic insights on field sentiment, business challenges, and engagement opportunities to the VP, Field Relations and WFG/TFA executive leadership.

Benefits

Competitive pay.
Annual bonus for eligible employees, based on the Company Bonus Plan and individual performance, at the Company’s discretion.
Benefits package.
Pension plan.
401(k) match.
Employee stock purchase plan.
Tuition reimbursement.
Disability insurance.
Medical insurance.
Dental insurance.
Vision insurance.
Employee discounts.
Career training and development opportunities.
Paid time off starting at 160 hours annually for employees in their first year of service.
Ten paid holidays per year.
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars.
Fifteen days of paid parental leave per calendar year for eligible employees with at least one year of service at the time of birth or placement of an adopted or 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.