Events Manager - Westlake Village, United States - Equity Trust Company

Description

JOB OVERVIEWThe Events Manager handles all activities related to industry events/tradeshows, ETC Wealth Building Workshops, and Expert Webinars.

Collaborates with members of the Marketing department, sales leadership, and traveling sales team members to plan and execute effective event participation.

Coordinates efforts across sales and marketing departments to ensure business goals and objectives are achieved.

RESPONSIBILITIES & DUTIESManage the company's participations in Industry Events and Tradeshows, inclusive of: Identifying, vetting, and selecting appropriate tradeshows to participate in; negotiating attendance at events, reducing vendor fees, and ensuring a speaking spot; managing the Sales/Marketing coverage and travel; generating qualified leads and accounts.

Plan and execute ETC hosted events, inclusive of:

Identifying event locations, venue booking, negotiating hotel and AV contracts, coordinating procurement of event materials, shipping and receiving materials, coordinating and booking all marketing and sales travel, communications with clients and prospects who are attending events, and traveling to events to manage registration and all onsite logistics.

Continually optimize existing and create new marketing initiatives related to events, inclusive of:
pre-event and post marketing emails, event offers, event work processes, etc.
Assist with the integration of key referral source relationships. Coordinate schedules, book audio and video resources to capture webinar and other content. Working with marketing content team to progress relationships to producing leads.

Analyze the performance of marketing initiatives and measure ROI, inclusive of:

open rates, click throughs, quantity of leads produced, quality of leads produced, sales conversion rates, cost per leads, etc.

Use the performance and ROI data to continually optimize the marketing initiatives, in an effort to drive better results.

Lead Team Members in an effective manner, inclusive of:

maintaining a positive work environment and team morale; prioritizing and managing workload; managing team member performance via coaching and scorecards; effectively tracking time and attendance; ensuring team members adhere to all company policies, procedures, and job expectations.

Administer the Travel Budgets, inclusive of:
Actively participate in the annual budget planning process; administer spend, alerting leadership team when needed.

Ensure invoices are correctly coded and submitted to accounting for timely payment; review monthly P&L identifying any discrepancies ensuring accurate statements.

Oversee the administration and processing of 3rd party affiliate agreements, including coordination with finance for 3rd party payment processing.
Identifying advertising opportunities with COIs Industry Experts, Educators and REIAs (banners, articles, links to landing pages)Identifying media opportunities with COIs Industry Experts, Educators and REIAs (articles, Podcast, websites)Establishing agreements with affiliates to marketing ETC products (Jumpstart)Maintain COI database of Industry Experts, Educators and REIAsPerforms other duties as assigned

QUALIFICATIONSBachelor's degree in Marketing, Communications, Sales or related field or equivalent work experienceMinimum 3-4 years of events management experienceExperience managing a team, preferredLead generation experience, preferredEmail marketing experience, preferredSocial Media Marketing Experience, preferredBudgetary experience, preferredCRM experience required, preferably SalesforceMarketing automation experience preferred, preferably Pardot

PROFESSIONAL CERTIFICATIONSNone required

TECHNICAL SKILLSMarketing Analytics ability to analyze and interpret campaign performance and ROIProject Management Skills ability to take a project from idea stage through implementation and analysis.

Strong Communication Skills written and oralTechnical Writing SkillsDecision Making Skills ability to make a sound decision based on fact and supporting informationMicrosoft Skills (Word, Excel, Power Point) Intermediate Level of CompetenceOrganizational Skills ability to set and meet deadlinesExecution the ability to complete initiatives in an efficient and effective mannerClient Focus demonstrates an urge to understand our clients

CULTURAL COMPETENCIESIn addition to our core company competencies of

Cultivates Innovation ,

Nimble Learning ,

Action Oriented ,

Collaborates , and

Being Resilient , a successful candidate in this role should exhibit the following behavioral competencies:

Plans & AlignsGlobal PerspectiveCommunicates EffectivelyBuilds NetworksCourage

PHYSICAL DEMANDS/WORK ENVIRONMENTThis job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear.

The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms.

This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENTThe above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.

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