- Event planning and execution
- Manage all aspects of event planning for educational seminars, tradeshows, conferences, networking and hospitality events.
- Plan and manage our events' calendar.
- Research and secure venues, approve menus, develop seating plans.
- Communication with speakers, advisor teams, and event staff.
- Prepare and ship event materials such as nametags, collateral, and technology.
- Point person at events, ensure smooth operation with the venue, in addition to onsite event staffing, greet attendees, managing speakers and wrap up.
- Coordinate promotional schedule to drive event attendance on time and on budget
- Collaborate and drive strong relationships with key contributors.
- Coordinate various marketing tactics including direct mail, email, radio, and social media to drive event attendance.
- Comprehensive project management including the use of Wrike, our project management and collaboration software.
- Create new, or update existing, processes, documentation, timelines and to-do lists related to event responsibilities.
- Proofing, routing and version control of marketing materials.
- Maintain event budgets and process invoices.
- Prepare regular reporting on event results
- Analyze and evaluate the effectiveness of specific events and programs.
- Prepare regular and proactive status updates.
- Manage event details in Salesforce to ensure proper results tracking.
- Coordinate data entry with Operations team post-event.
- Keep open lines of communication with internal sales team to capture feedback.
- Research, recommend and implement event activities as needed to deliver on "best in class" standards and to further improve efficiencies.
- Four-year degree in marketing or related field is strongly preferred
- 3+ years of events, marketing, and/or project management experience
- Well-organized with excellent multi-tasking abilities with the ability to prioritize workflow and projects.
- Excellent communication and interpersonal skills
- Good problem-solving skills, willingness to dig into issues and present possible solutions.
- Innovative thinking and resourceful with a readiness to adapt to new processes and technologies.
- Ability to be flexible and to collaborate as part of a growing, cross-functional team.
- Operation of registration technology and A/V set-up
- Knowledge of Microsoft Office, particularly Excel
- Training and professional development
- Medical and dental coverage
- 401k - with match and profit sharing
- Health care spending and savings accounts
- Dependent care spending account
- Vision coverage
- Wellness programs and resources
- Life insurance - employer paid
- Short-term and long-term disability - employer paid
- Paid Time Off
- 10 paid holidays each year
- Paid parental leave
- Tuition reimbursement
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Marketing & Events Specialist - Remote - Minneapolis, United States - Wealth Enhancement Group
Description
About Wealth Enhancement GroupWealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit
Our Corporate HQ office in Plymouth, MN has an excellent opportunity for a Marketing & Events Specialist. Are you a self-starter with a passion for event planning? Are you skilled in project management and delightfully detailed? Do you bring fresh ideas, enthusiasm, and curiosity to your work? If you answered yes to these questions this role could be for you
Wealth Enhancement Group is a fast-growing, national wealth management firm dedicated to simplifying our clients' financial lives. The Event Marketing Specialist plays a key role in our firm's growth by planning and executing events across the country. Supporting our Marketing and Partner Programs teams, they will be responsible for the ideation, plan development and execution of educational seminars, tradeshows, conferences, as well as networking and hospitality events.
The ideal candidate for this role should have superior organizational skills, strong interpersonal skills, and be a self-starting driver. They should be comfortable working independently, but with a highly collaborative approach and ability work well in matrixed teams. This role can be performed remotely. (Minneapolis/St. Paul Greater Metro Area Candidates ONLY)
The salary target for this role is $65,000 - $75,000. This position is eligible for an annual bonus.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Education/Qualifications
#LI-REMOTE
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
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