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Morningstar Sustainalytics · 12 hours ago

Marketing Manager - Events Marketing

Chicago

Full-time

Hybrid

Mid Level

$74K/yr - $126K/yr

4+ years exp

Morningstar Sustainalytics is focused on empowering investor success through research-driven products and services. They are seeking a proactive and detail-oriented Marketing Manager to lead event marketing initiatives, focusing on lead generation and delivering exceptional experiences to clients and prospects.

Financial Services

Responsibilities

Plan and execute logistics for third-party conferences, client events, and corporate meetings, ensuring flawless delivery and alignment with business objectives

Lead development and delivery of webinars focused on research, product updates, and sales enablement; manage content, speakers, and promotional campaigns

Assume ownership of field events to maximize ROI—qualifying opportunities and aligning them with sales priorities

Partner with subject matter experts, sales, product, research, design, and compliance teams to create compelling session descriptions, speaking proposals, and presentation materials

Collaborate with Digital Marketing Manager to develop integrated, multi-channel marketing strategies to promote event participation, speaking engagements, product launches, and research updates

Facilitate strategy meetings with sales and service leadership to identify prospect and client opportunities and ensure event activities accelerate lead conversion and align with business goals

Utilize marketing technology (Eloqua, Cvent, Salesforce) to streamline event processes, digitize collateral, and measure lead generation campaigns

Track and analyze event performance metrics, ROI, and engagement data; provide actionable insights for continuous improvement

Manage event budgets, invoicing, and vendor relationships; negotiate optimal representation at key industry events and deliver accurate reporting to senior leadership

Coordinate onsite representation and equip sales teams with event plans and materials to maximize impact

Maintain detailed event timelines and project plans; oversee inventory and strategy for promotional materials and giveaways

Build and nurture strategic partnerships to expand reach through in-person and digital channels

Research and recommend new event and webinar opportunities aligned with business priorities

Represent Morningstar at off-site events as needed (<5% travel)

Qualification

Event marketingLead generationProject managementEloquaSalesforceB2B marketingCommunication skillsAttention to detailCollaboration

Required

Bachelor's degree required

Strong understanding of event marketing and tradeshow principles

4+ years in event marketing, field marketing, or event planning, preferably in a B2B environment

Experience in financial services, retirement, or investment marketing is a plus

Proven ability to manage multiple projects and deadlines with exceptional attention to detail

Experience working with third-party vendors and managing budgets

Familiarity with event and marketing platforms such as Eloqua, BrightTALK, BigMarker, Cvent, and CRM systems like Salesforce

Strong analytics, reporting, and project management skills; ability to measure ROI and optimize campaigns

Ability to connect in-person and digital campaigns for a cohesive audience experience

Excellent written and verbal communication skills

Proven ability to work closely and successfully with institutional sales leaders and cross-functional teams

Background in B2B demand generation; understanding of lead conversion (MQL to client)

Familiarity with financial services landscapes, retirement plans (401(k), 403(b), IRAs), fiduciary services, managed accounts, and investment products is a plus

Preferred

Knowledge of project management tools (e.g., JIRA, Asana) preferred

Benefits

75% 401k match up to 7%

Stock Ownership Potential

Company provided life insurance - 1x salary + commission

Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages

Additional medical Wellness Incentives - up to $300-$600 annual

Company-provided long- and short-term disability insurance

Trust-Based Time Off

6-week Paid Sabbatical Program

6-Week Paid Family Caregiving Leave

Competitive 8-24 Week Paid Parental Bonding Leave

Adoption Assistance

Leadership Coaching & Formal Mentorship Opportunities

Annual Education Stipend

Tuition Reimbursement

Charitable Matching Gifts program

Dollars for Doers volunteer program

Paid volunteering days

15+ Employee Resource & Affinity Groups

Company

Morningstar Sustainalytics

Glassdoor3.3

Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies.

Founded in 1992

Amsterdam, NL

1001-5000 employees