Advisors Excel · 3 hours ago
Events Program Manager
Topeka Metropolitan Area
Contract
Onsite
Mid Level
3+ years expAdvisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. They are looking for a dynamic Events Program Manager to lead the design and execution of high-impact advisor training programs that fuel growth and performance across their nationwide network.
ConsultingFinancial ServicesMarketing
Responsibilities
Design and lead advisor training programs—including agenda development, speaker coordination, and content planning—in partnership with the Senior Program Manager and VP of Events
Collaborate with internal business units to identify advisor training needs and ensure program goals are aligned with broader strategic outcomes
Partner with Event Managers to coordinate seamless event execution (both in-house and off-site)
Work closely with the Promotional Manager and Corporate Marketing to shape promotional strategies and ensure all communications are accurate, timely, and aligned
Manage the review and final delivery of all event-specific materials and attendee communications using internal project tools and platforms
Contribute to content quality by collaborating with presenters and internal experts on training deliverables, value-added materials, and post-event resources
Lead or support post-event evaluations to assess program effectiveness and identify areas for continuous improvement
Manage budgets, vendor relationships, and speaker contracts in coordination with team members
Partner with print and production vendors to ensure collateral and materials are produced and delivered on schedule
Proactively explore innovative ways to evolve our training programs and elevate the advisor’s experience
Qualification
Required
3+ years of professional experience in events, program management, marketing, financial services, or a related field
Experience managing internal clients or stakeholders and balancing multiple priorities and deadlines
Strategic mindset with the ability to connect training objectives to larger business goals
Organized, dependable, and proactive—able to manage multiple projects and pivot when needed
Strong verbal and written communication skills and the ability to build trust with both peers and leadership
Demonstrated ability to work effectively in a collaborative, fast-paced team environment
Proficient in Microsoft Office (especially Excel and PowerPoint), with working knowledge of tools like Cvent, Salesforce, or project management systems
Preferred
Bachelor's degree in business, communications, marketing, or a related field
Basic familiarity with Adobe Creative Suite (InDesign, Illustrator, Photoshop)
Prior experience in content development, adult learning, or coaching/training environments
Willingness to pursue professional development and industry education
Benefits
Medical, dental, vision and 401k (with matching options)
Generous PTO package upon your start date
Access to an on-site café, gym and primary care
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Employee sponsored events…and more!
Company
Advisors Excel
Advisors Excel is a financial services company offering retirement income strategies and financial advisory services.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2011-01-01Private Equity
Leadership Team
Greg Burton
Chief of Staff to CEO
Ryan Fickel
Chief Technology Officer & Chief Information Security Officer
Recent News
2025-08-22
2025-03-04
Company data provided by crunchbase