HORAN Wealth · 14 hours ago
Marketing & Events Manager
Cincinnati, OH
Full-time
Onsite
Senior Level
5+ years expHORAN Wealth is a company focused on enhancing client relationships and community presence through strategic marketing initiatives. The Marketing & Events Manager will oversee the planning, execution, and evaluation of firm-sponsored events and marketing programs, ensuring they align with the company's brand and values.
Financial Services
Responsibilities
Master Events, Sponsorships and Seminars Plan and Corporate Calendar
Establishes 12 month rolling marketing plan and calendar for events, seminars and sponsorships in all regional markets
Manages and updates corporate calendar and create updates and posting on SharePoint and communicates with Leadership and Sales
Create schedule for each seminar to reflect the timeline for securing location, caterer, invitations, mailing lists, presentations and presentation practice
Adherence to Brand Guidelines on All Communications Materials and Advertising
Ensure all advertising opportunities marketing materials adhere to brand guidelines and are delivered on time
Coordinates the appearance of all HORAN Wealth print and electronic materials such as letterhead, use of logo, brochures, etc
Develops customized Marketing materials and messaging for proposals and presentation to articulate why HORAN Wealth is unique and exceptional in the marketplace
This position allows for in-house design creating cost savings vs. using an outside resource
Vendor and Partner Negotiations and Coordination
Secures the appropriate venues for regional programs and events, including site inspections and negotiations of contracts
Contracting with caterers, A/V specialists and other vendors in a timely manner
Identity, negotiate and manage significant strategic partnerships, alliances, and relationships that support the organization’s current and emerging directions
Contract with keynote speakers
Liaise and manage relationship with vendors, including printing companies
Integration of Events and Seminars into Marketing Business Plan
Supports special marketing projects as required
Manage through service level agreements, completion of all marketing projects, on time, on budget
Marketing/Finance
Work with Finance department to ensure that accurate and up to date financial information is correct for each event
On Site Events Support
Secure CLE/SHRM credits for Seminars
Secure continuing education provider status in a timely manner
Create Registration Link on website and Monitor, Track, and Report Registration Status
Post Seminar information on website
Provide updates to department offering seminar on seminar registration status
List Management
Coordinate with advisors, support staff and key decision makers to secure lists and create invitation list in proper format
Coordinate Internal Communication with Leadership and Sales
Ensure HORAN Wealth represented at events and coordinate staffing events for special events
Responsible for communicating effectively with colleagues about all events, ensuring that the program relates to other activity wherever possible
Accountable to develop the internal communication strategy plan for events
Identifies regional business opportunities for members of the Sales team through vendor and partner relationships
Qualification
Required
4-year degree from an accredited University focusing on journalism, marketing, or public relations, with demonstrated success, preferably in B2B, in the for-profit or professional sector
Minimum of 5 years' experience (preferably more) in marketing, communications, or public relations
Preferred
Demonstrates experience in professional writing, press releases and social media
Experience in print production and graphic and design
Demonstrates skills, knowledge and experience in the design and execution of marketing, communications and public relations activities
Strong creative, analytical and organizational skills
Excellent presentation, oral and written communication skills
Detail-oriented with the ability to manage multiple projects at a time from inception through execution
Commitment to working with leadership and in cross-functional teams
Competent in utilizing Adobe Creative Suite, Photoshop, InDesign, Illustrator, Canva, Visme, Constant Contact
Demonstrates proficiency in Microsoft Office products, Word, Excel and Power Point
Company
HORAN Wealth
At HORAN Wealth, your future goals are our top priority. We strive to deliver exceptional service, guiding you every step of the way.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Terence Horan, CLU, ChFC
President & CEO at HORAN Wealth
Connie Grosser
Chief Compliance Officer
Company data provided by crunchbase