Senior Manager, Regional Event Marketing

Bank of Montreal•Virtual, GA

17h•Remote

About The Position

The Senior Manager, Regional Event Marketing is a strategic marketing leader who translates regional business priorities into integrated marketing strategies to drive growth, deepen client loyalty, and elevate brand presence across U.S. Wealth. The role leads thought leadership programs, premium hospitality, experiential activations, and sponsorships, amplified through digital, social, and CRM channels to advance pipeline, revenue, and relationship goals. Acting as the primary marketing partner to Regional Presidents and Wealth Managing Directors, this leader activates marketing resources to deliver measurable business impact with operational rigor, creativity, and client-centricity. The position develops integrated regional marketing plans and campaigns for UHNW/HNW and high-complexity audiences; shapes event and sponsorship strategy; coordinates communications, digital, social, CRM, and content activation; and measures program performance. It also oversees budgets, forecasts, vendors, compliance, risk, brand standards, and premium hospitality programs, while mentoring and influencing junior team members.

Requirements

8–12+ years of experience in event/experiential, integrated marketing, or field marketing.
Bachelor’s degree required.
Demonstrated success driving integrated, data-driven programs with measurable impact on pipeline, revenue, and client engagement.
Expertise in sponsorship strategy, premium hospitality, and high-touch client events serving UHNW/HNW audiences.
Strong command of CRM and marketing technology, such as Salesforce, Marketo/Eloqua, or Cvent, as well as segmentation and lifecycle journeys.
Exceptional stakeholder management and executive presence, with the ability to influence senior leaders and work effectively in a matrix.
Strong financial acumen, including budget ownership, ROI modeling, forecasting, and vendor or agency oversight.
Excellent storytelling, writing, and creative briefing skills.
Strong program management, attention to detail, and operational discipline.

Nice To Haves

Experience in wealth management, financial services, or professional services.

Responsibilities

Serve as the central marketing advisor to Regional Presidents and Wealth Managing Directors, aligning marketing with growth objectives, client needs, and market dynamics.
Translate regional priorities into actionable annual plans with goals, budgets, and KPIs.
Advise senior leaders on go-to-market strategies for priority offerings.
Lead integrated marketing plans combining brand, content, events, CRM, digital, and social campaigns for UHNW/HNW and high-complexity audiences.
Ensure consistent experiences and messaging across invitations, landing pages, on-site activations, post-event journeys, and social amplification.
Collaborate with brand, creative, and events teams to develop narratives, assets, and guidelines consistent with positioning and compliance standards.
Design and deliver thought leadership forums, strategic community partnerships, premium hospitality, and sponsorship programs.
Identify and secure sponsorships and exclusive opportunities aligned to target segments, negotiate benefits, and ensure ROI.
Partner with digital and e-commerce teams on targeted landing pages and personalized post-event journeys to drive conversion and nurture leads.
Coordinate digital and social activations with content and social teams to amplify events, insights, and executive visibility.
Partner with Communications and PR to identify media moments, speaking opportunities, and executive thought leadership placements.
Develop post-event content strategies, including recaps, calls to action, gated content, and nurture streams, with direct marketing teams.
Build and manage a data-driven performance framework tracking engagement, pipeline influence, sourced revenue, client sentiment, and spend efficiency.
Report marketing contributions to pipeline and revenue and use performance insights to guide action.
Identify opportunities to streamline, scale, or replicate regional best practices.
Mentor and influence junior team members and foster curiosity, collaboration, and excellence.
Oversee budget planning, forecast accuracy, vendor management, and cost optimization while ensuring compliance, risk, and brand standards.
Manage hospitality programs and premium experiences in alignment with relationship-building strategies.
Oversee a $1.5 million budget and account for activities associated with spend.