
501 - 1000 employees
Founded 1996
💼 Consulting
💸 Finance
💳 Fintech
💰 Venture Round on 2016-12
Consulting • Finance • Fintech
AssetMark is a leading provider of comprehensive wealth management and technology solutions, supporting financial advisors with the tools they need to meet their clients' evolving needs. The company offers a variety of services including investment management, digital sales and service, and retirement services. AssetMark works closely with independent advisors, advisor teams, and registered investment advisors to enhance client relationships, streamline operations, and enable business growth. Their platform offers curated investment solutions and personalized support, helping advisors focus more on fostering client success.
🔥 3 minutes ago
🇺🇸 United States – Remote
💵 $130k - $150k / year
⏰ Full Time
🔴 Lead
🎪 Events
🦅 H1B Visa Sponsor
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501 - 1000 employees
Founded 1996
💼 Consulting
💸 Finance
💳 Fintech
💰 Venture Round on 2016-12
Consulting • Finance • Fintech
AssetMark is a leading provider of comprehensive wealth management and technology solutions, supporting financial advisors with the tools they need to meet their clients' evolving needs. The company offers a variety of services including investment management, digital sales and service, and retirement services. AssetMark works closely with independent advisors, advisor teams, and registered investment advisors to enhance client relationships, streamline operations, and enable business growth. Their platform offers curated investment solutions and personalized support, helping advisors focus more on fostering client success.
• Lead AssetMark's enterprise events function and oversee the event portfolio, planning framework, operational processes, and execution standards • Lead, coach, and develop a high-performing team of event leads • Establish roles, responsibilities, accountability, standardized processes, templates, project plans, and operating rhythms • Lead portfolio prioritization and resource planning across the event calendar • Drive project management discipline, including milestones, risks, dependencies, and stakeholder communications • Partner with Creative, Marketing, Sales, Product, Executive Leadership, Finance, Procurement, Brand, and Experience Design teams • Align event strategy, attendee experience, brand expression, messaging, and environmental design • Own the annual corporate events budget across marquee, series, and sponsored events • Develop budget planning, forecasting, tracking, and reporting processes • Monitor event investments, optimize costs, negotiate efficiencies, and maximize return on investment • Establish portfolio-level reporting measuring event performance, attendee outcomes, budget utilization, and business impact • Develop strategic relationships with agencies, production partners, venues, and key vendors • Evaluate vendor selection, contract strategy, and partner performance • Collaborate with Procurement to optimize sourcing strategies and vendor partnerships • Improve team operations through retrospective reviews, process optimization, and knowledge sharing
• Bachelor's degree in Event Management, Marketing, Communications, Business, or a related field • 10+ years of progressive experience leading corporate events, experiential marketing, or event operations • 5+ years of experience leading and developing high-performing teams • Experience managing enterprise event portfolios, including marquee conferences, executive meetings, and sponsored industry events • Experience managing complex budgets and partnering with Finance and Procurement • Demonstrated experience leading an enterprise corporate events function and managing a diverse portfolio of large-scale events • Proven ability to build scalable operational processes and lead organizational change • Strong financial acumen with experience managing multi-million-dollar event budgets, forecasting, and portfolio reporting • Exceptional cross-functional leadership skills with the ability to influence without direct authority • Experience partnering closely with the Brand team to deliver cohesive attendee experiences • Executive presence with outstanding communication and presentation skills • Data-driven decision-maker who uses event metrics and business outcomes to guide continuous improvement • Strong negotiation and vendor management experience • Experience with project management platforms (Wrike or similar) and CRM/event technologies • Financial services experience preferred • CMP certification preferred • Active participation in industry associations is a plus • Approximately 30% travel is required to support key events throughout the year • Must be legally authorized to work in the US • Visa sponsorship is unavailable
• Variable incentive compensation • 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
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