Senior Event Manager

Job Description:The Job/What You'll Do:Based in the corporate office, this individual manages event marketing communication and project management for AssetMark, Inc., which supports financial advisors across the country with investment and practice management solutions. Position includes marketing, demonstrated strong project management skills, content development, executing a wide range of events, and other event-management duties.AssetMark is looking for a creative, strategic, relationship-oriented event maven. This is a team-based role that requires an ability to synthesize multiple concepts at once and create work streams, timelines, and deliverables from ideation and discovery.Your success lies within the success of others around you, the synthesis of multiple needs, and the ability to jump in and lead from the front with accountability. This role hinges on the capacity to think strategically and link messaging across our event portfolio, and the focus on creating impactful, transformative experiences for our attendees.We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Concord, CA, Chicago, IL, or Charlotte, NC.Responsibilities:Manage and execute event programs designed to drive the acquisition of new independent advisors, as well as retention and increased wallet share of existing advisorsManage copy for event invitations, agendas, and follow-up communications to the right target audiencesLead, develop, train,n and inspire a team of event coordinatorsManage large, detailed working budgets from start to finishSourcing and property assessment, curating experiences for our advisorsCreate and maintain timelines and deliverable listsLead and coordinate matrix-style program teams, including creative, video, and productionContent Management Agenda curation and developmentCurate event approach and strategy in conjunction with AssetMark Key stakeholders, VP, Brand, and Director EventsUnderstand and manage vendors, vendor timelinesLead executive strategy presentations for cross-functional buy-in and approvalLead cross-functional team of specialists – including event strategists, content and messaging, theme and rationale developers, writers, designers, and production teamsManage, develop, and implement project plans and timelines, including communication schedules, and post-event meeting metricsWith internal stakeholders, monitor event experiences and quality to continue improving experience, content, and resultsEnsure experience at all events meets or exceeds the expectations of internal clients as well as the brand imageUnderstand event survey metrics and produce executive briefings of event resultsInitiate and collaborate closely with internal stakeholders (Sales, Product, Business Partners, and Marketing), all relevant content details in a timely manner to ensure alignment across the businessIn addition, seek feedback from internal partners about programs to continue to improve event outcomes over timeEnsure seamless management and execution of eventsMentor and coach junior team members, providing guidance and support to help them grow their roles when applicableAttend select events throughout the year to review event delivery and attendee experience, as well as assess opportunities for improvement to implement within future eventsSupport and fulfill other assignments within the events team or broader marketing department as neededDetail-oriented, with the ability to work independently and manage deadlines in a fast-paced environmentLead, manage, and develop up-and-coming event team membersKnowledge, Skills, and Abilities:Ability to strategically seethe whole event timeline and needs and develop frame work for deliverables without supervisionAbility to lead discovery sessions and develop communication pathways utilizing PowerPoint and slides to drive connection and resultsUnderstanding of property assessment and sourcingHigh-level proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and OutlookProven track record of successfully planning and executing large-scale events as an event leadAbility to create robust timelines in conjunction with multiple deliverables across the matrix event teamProven track record of leading, managing, and developing team members within events organizations Ability to take a theme and, within the business context, develop presentations that may include graphics and charts/graphs for others to presentDesire and capacity to manage othersKnowledge of production and event logisticsStrong project management skills with the ability to manage multiple projects simultaneously and meet deadlines in a fast-paced environmentExcellent communication and interpersonal skills, both written and verbal, with all levels of the company. Ability to build relationships with internal teams, external partners, and vendorsStrategic thinker with a creative mindset and attention to detailUnderstanding of production and creative elements, and the ability to create holistic showflowsHigh level of initiative and self-motivationRelational, optimistic, with the ability to create bridges within departments and cross-functionally towards success and connectionWorking knowledge of campaign functions in Salesforce.com is preferredDetail-orientedTravel per year approximately 40% for on-site management of events and related activities as needed by the teamEducation & Experience:Bachelor's degree in Event Management, Communications, Marketing, or equivalentExperience leading teams of cross-functional players, developing agendas and thematic aims, leading Experience with content development for presentations to small and large audiences, and developing timelines for large impact events5 or more years running event budgets and reconciliations5 or more years of experience in event management, preferably in the financial services industry 5 or more years of event program design experience in a high-volume environmentWorking experience in timeline management- eg, Wrike is preferred, plusExperience and involvement in an event or a marketing trade association is preferredCompensation: The Base Salary range for this position is between $120,000-140,000 for Concord and $100,000-120,000 for Chicago and Charlotte. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.Who We Are & What We Offer:We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.Our MissionOur mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.Our ValuesHeart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.We believe in:Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what’s right, always. Even when it’s hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.Our Culture & BenefitsOur culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.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 As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.