Senior Events Strategist – Contract

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $39 - $50 / hour

⏳ Contract/Temporary

🟠 Senior

🎪 Events

👻 Ghost score 0%

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eMoney Advisor

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2000

💸 Finance

☁️ SaaS

🤝 B2B

Finance • SaaS • B2B

eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.

📋 Description

• Collaborate with the Events team to develop overarching event strategies, determine objectives for each event, and ensure alignment with business goals • Support execution of eMoney’s Annual Summit with 1000+ virtual attendees, including securing sponsorships, overseeing team schedules and coordination, vendor follow-up, speaker deliverables, virtual platform coordination, and logistics • Assist with project management and communications before, during, and after the Summit • Assist with registration, field attendee and stakeholder questions, and help users maximize their Summit experience • Staff virtual Summit sessions, assist presenters backstage, and oversee Q&A during live sessions • Generate and distribute post-Summit session reporting • Produce detailed proposals for eMoney-hosted and sponsored events, including demand generation, brand awareness, timelines, venues, suppliers, legal obligations, staffing, budgets, and speaker content suggestions • Book venues and negotiate fees while coordinating venue management, caterers, contractors, and vendors • Develop event themes and concepts and ensure alignment with brand messaging • Partner cross-functionally with Sales, Marketing, Product, Financial Planning Group, and Client Services on staffing, speaker deliverables, promotional items, branding/signage, and booths • Lead event preparation meetings, strategic game plans, prep sessions, and debriefs • Partner with Demand Gen, Corporate Communications, Creative, Content, and Product Marketing to develop event resources such as invitations, landing pages, collateral, speaker bios, press kits, talking points, loops, and presentations • Deliver detailed pre-event and post-event briefings to stakeholders • Coordinate lead and meeting tracking, analysis reports, and event ROI with Marketing Operations • Manage event staff and vendors, attendee queries, and event-day troubleshooting • Occasionally travel to industry events, identify whitespace, network with vendors, and support Sales in driving demand • Research events and new markets and prepare proposals for stakeholders • Maintain understanding of the financial planning industry, eMoney’s position, advisor clients, their challenges, and eMoney’s technology solutions • Assist less experienced team members

🎯 Requirements

• Associate’s or a Bachelor’s degree in public relations, marketing, business management, or related field preferred • At least 6 years of experience executing high-quality large and small-scale corporate events in direct support of organizational goals and objectives • Experience forecasting costs accurately, negotiating rates, and setting and adhering to strict budgets • Financial Services Industry experience preferred • Experience with vendor management, handling sponsorships at 3rd party conferences, and managing inventories • Experience creating and managing budgets • Exceptional organizational, communications and project management skills • Strong time management skills and experience prioritizing and delegating tasks • Strong negotiation skills • Detail oriented and analytical skills with a commitment to quality • Ability to think strategically and see the big picture • Outside of the box thinker, with knack for solving problems quickly and often independently • Ability to multitask and switch gears at the drop of a hat • Flexible and resilient with the ability to work and take feedback from multiple stakeholders • People-person, capable of working with many different types of personalities, and building and cultivating strong internal, vendor and client relationships • Ability to write emails and promotional content pieces for events

🏖️ Benefits

• Potential to extend the 3-month contract as needed • Occasional travel opportunities to attend industry events