Events Marketing Specialist

🕒 September 30

🇺🇸 United States – Remote

💵 $70k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🎪 Events

👻 Ghost score 0%

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• Plan and manage educational seminars, tradeshows, conferences, networking events, and hospitality events • Plan and manage the events calendar • Research and secure venues, approve menus, and develop seating plans • Communicate with speakers, advisor teams, and event staff • Prepare and ship event materials such as nametags, collateral, and technology • Serve as point person at events and ensure smooth venue operations • Provide onsite event staffing, greet attendees, manage speakers, and wrap up events • Coordinate promotional schedules to drive attendance on time and on budget • Collaborate with key contributors and build strong relationships • Coordinate direct mail, email, radio, and social media marketing tactics • Manage projects using Wrike • Create or update processes, documentation, timelines, and to-do lists • Proof, route, and manage version control of marketing materials • Maintain event budgets and process invoices • Prepare regular reporting and proactive status updates on event results • Analyze and evaluate the effectiveness of events and programs • Manage event details in Salesforce for results tracking • Coordinate post-event data entry with the Operations team • Capture feedback from the internal sales team • Research, recommend, and implement event activities to improve efficiencies and deliver best-in-class standards

🎯 Requirements

• Bachelor's degree or equivalent, demonstrated through work experience, training, military experience, or education • Minimum of 2 years of event marketing experience • Some project management experience • Proven ability to prioritize workflow and projects • Well-organized with excellent multi-tasking abilities • Polished, excellent communication and interpersonal skills • Readiness to adapt to new processes and technologies • Good problem solving skills and willingness to present possible solutions • Innovative thinking and resourcefulness • Ability to be flexible and collaborate as part of a growing, cross-functional team • Operation of registration technology and A/V set-up • Knowledge of Microsoft Office, particularly Excel • Demonstrated ability to effectively use AI tools and technologies in daily work tasks • Understanding of effective prompt creation and evaluation of AI-generated content • Ability to integrate AI tools to enhance productivity while maintaining quality standards • Comfort learning new AI applications and understanding their use cases and limitations • Ability to stand or sit for long periods, file documents in high or low cabinets, and use telephone and computer systems • Ability to travel 25%

🏖️ Benefits

• Training and professional development • Medical, dental and vision coverage for full-time employees and their families • Health Savings Account (HSA) with employer contribution • Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave • Reimbursement for tuition, licensing, and other credentials after meeting service requirements

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