Foguth Financial Group · 1 day ago
Director of Educational Seminars – Business Development
Brighton, MI
Full-time
Onsite
Mid, Senior Level
$80K/yr - $95K/yr
5+ years expFoguth Financial Group is a comprehensive financial planning firm headquartered in Downtown Brighton, Michigan. They are seeking a strategic, data-driven leader for the Director of Educational Seminars role, responsible for overseeing the performance and development of educational seminar efforts. This operational leadership position focuses on data analysis, team development, and optimizing seminar strategies to maximize effectiveness and ROI.
Financial ServicesService IndustrySmall and Medium Businesses
Hiring Manager
Trevor Steinmetz
Responsibilities
Lead, mentor, and develop a team of 5+ Seminar Coordinators
Establish clear performance expectations, KPIs, and success metrics
Conduct regular coaching, feedback, and performance evaluations
Identify training needs and create development plans to improve efficiency and outcomes
Own measurement of seminar performance, including: Attendance and show rates, Cost per attendee / cost per opportunity, Conversion and downstream impact (as applicable)
Analyze trends across seminars, topics, locations, and timing
Evaluate the effectiveness of venues, markets, and scheduling strategies
Turn raw data into insights that inform future planning and investment decisions
Develop and continuously refine the educational seminar strategy
Determine where seminars should be held, how frequently, and in which markets
Partner with leadership to align seminar strategy with firm growth goals
Continuously test, measure, and improve seminar approaches based on data
Partner with Marketing, Advisors, and Leadership to align messaging and goals
Provide clear reporting and recommendations to leadership
Act as the primary owner of seminar analytics, reporting, and insights
Ensure consistent tracking, reporting, and documentation across all seminars
Improve systems and processes related to data collection and analysis
Create dashboards or standardized reporting to clearly communicate results
Qualification
Required
5+ years of experience in seminar / educational event strategy, operations, analytics, or performance-driven roles
Strong analytical skills with the ability to interpret data and drive decisions
High level of comfort with spreadsheets, reporting tools, and CRM data
Strategic thinker who can connect metrics to business impact
Excellent communication skills, particularly in explaining insights to non-technical stakeholders
Preferred
Prior experience leading or mentoring team members
Experience in financial services, marketing analytics, or education-based events
Company
Foguth Financial Group
Foguth Financial Group offers wealth accumulation, life insurances, asset protection and financial services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Mark Zeigler II, CRCP
Chief Compliance Officer
Company data provided by crunchbase