AssetMark · 6 days ago
Senior Event Lead
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $120K/yr
5+ years expAssetMark Financial Holdings is a company focused on shaping the future of financial services. They are seeking a Senior Event Lead to manage event marketing communication and project management, driving impactful experiences for financial advisors across the country.
AdviceConsultingFinancial Services
No H1B
Responsibilities
Manage and execute event programs designed to drive the acquisition of new independent advisors, as well as retention and increased wallet share of existing advisors
Manage copy for event invitations, agendas, and follow-up communications to the right target audiences
Lead, develop, train, and inspire a team of event coordinators
Manage large, detailed working budgets from start to finish
Sourcing and property assessment, curating experiences for our advisors
Create and maintain timelines and deliverable lists
Lead and coordinate matrix-style program teams, including creative, video, and production
Content Management Agenda curation and development
Curate event approach and strategy in conjunction with AssetMark Key stakeholders, VP, Brand, and Director Events
Understand and manage vendors, vendor timelines
Lead executive strategy presentations for cross-functional buy-in and approval
Lead cross-functional team of specialists – including event strategists, content and messaging, theme and rationale developers, writers, designers, and production teams
Manage, develop, and implement project plans and timelines, including communication schedules, and post-event meeting metrics
With internal stakeholders, monitor event experiences and quality to continue improving experience, content, and results
Ensure experience at all events meets or exceeds the expectations of internal clients as well as the brand image
Understand event survey metrics and produce executive briefings of event results
Initiate and collaborate closely with internal stakeholders (Sales, Product, Business Partners, and Marketing), all relevant content details in a timely manner to ensure alignment across the business
In addition, seek feedback from internal partners about programs to continue to improve event outcomes over time
Ensure seamless management and execution of events
Mentor and coach junior team members, providing guidance and support to help them grow their roles when applicable
Attend select events throughout the year to review event delivery and attendee experience, as well as assess opportunities for improvement to implement within future events
Support and fulfill other assignments within the events team or broader marketing department as needed
Detail-oriented, with the ability to work independently and manage deadlines in a fast-paced environment
Lead, manage, and develop up-and-coming event team members
Qualification
Required
Ability to strategically see the whole event timeline and needs and develop framework for deliverables without supervision
Ability to lead discovery sessions and develop communication pathways utilizing PowerPoint and slides to drive connection and results
Understanding of property assessment and sourcing
High-level proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook
Proven track record of successfully planning and executing large-scale events as an event lead
Ability to create robust timelines in conjunction with multiple deliverables across the matrix event team
Proven track record of leading, managing, and developing team members within events organizations
Ability to take a theme and, within the business context, develop presentations that may include graphics and charts/graphs for others to present
Desire and capacity to manage others
Knowledge of production and event logistics
Strong project management skills with the ability to manage multiple projects simultaneously and meet deadlines in a fast-paced environment
Excellent communication and interpersonal skills, both written and verbal, with all levels of the company. Ability to build relationships with internal teams, external partners, and vendors
Strategic thinker with a creative mindset and attention to detail
Understanding of production and creative elements, and the ability to create holistic showflows
High level of initiative and self-motivation
Relational, optimistic, with the ability to create bridges within departments and cross-functionally towards success and connection
Detail-oriented
Travel per year approximately 40% for on-site management of events and related activities as needed by the team
Bachelor's degree in Event Management, Communications, Marketing, or equivalent
Experience leading teams of cross-functional players, developing agendas and thematic aims, leading Experience with content development for presentations to small and large audiences, and developing timelines for large impact events
5 or more years running event budgets and reconciliations
5 or more years of experience in event management, preferably in the financial services industry
5 or more years of event program design experience in a high-volume environment
Preferred
Working knowledge of campaign functions in Salesforce.com
Working experience in timeline management- eg, Wrike
Experience and involvement in an event or a marketing trade association
Benefits
Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
Company
AssetMark
AssetMark is an investment adviser registered with the Securities and Exchange Commission.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.81M2024-04-25Acquired
2019-07-17IPO
2016-12-09Series Unknown· $2.81M
Leadership Team
Louis Maiuri
Chairman and Group CEO
Erin Wood
SVP Advanced Planning
Recent News
2025-12-15
Company data provided by crunchbase