Director Marketing

Kestra Financial; Woburn (MA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive pay

401(k)

Health insurance

Tuition reimbursement

Growth opportunities

Job summary

Kestra Financial is seeking a results-driven event marketing professional to lead all aspects of marketing events—from conception to completion—across digital, email and live events. You will coordinate staff, vendors, and clients with a strong emphasis on hospitality, detail, and customer service.

The role requires robust project management, budget oversight, and on-site problem solving to ensure memorable, high-quality events that drive business relationships and growth.

Qualifications

• Bachelor’s degree in event management, marketing, or related field required.
• Proven experience coordinating large events and managing vendors.
• Strong communication, multitasking and budget-management skills.

Responsibilities

• Lead all aspects of marketing events from conception to completion.
• Coordinate with staff, vendors and clients on-site and remotely as needed.
• Manage invitations, scheduling, venues, decor and equipment transport.
• Oversee RSVPs, budgets and post-event evaluation reporting.

Skills

Event planning

Vendor management

Project management

CRM usage

Microsoft Office

Communication skills

Time management

Attention to detail

Team coordination

Sales relationships

Education

BS in Event Management

Tools

HubSpot

CRM systems

PowerPoint

Excel

Word

Job description

Lead with Purpose. Partner with Impact. Primary role is managing all aspects of marketing including, digital, email, public relations, and set up events from conception through to completion. Committed to providing outstanding customer service and organizing unique, memorable events that are of the highest quality. Objective of the role is to portray your passion for hospitality, detail oriented in all execution, and highly energized to run more events!

What You'll Do

• Ensuring all deadlines for events are being met i.e. Invitations, social media posting, email blasts, booking a securing venue
• Build HubSpot forms, design, and execute e-blast invitations for client events
• Serve as lead contact on site including problem solving, communicating with staff, vendors and customers and anticipating and planning for different scenarios that could arise
• Ensure all necessary equipment, technology, supplies, decor and promotional materials are transported to the facility and set up on time
• Welcome and register all guests
• Liaise with event sponsors and clients to accurately identify their needs and ensure customer satisfaction during the event.
• Book appointments at public seminars, including possessing a strong working knowledge of the company to further these sales opportunities
• Provide presentation feedback to Advisors
• Break down and clean event space at event conclusion and ensure all supplies, technology, decor and equipment are transported back to company headquarters and neatly stored for future events.
• Manage all aspects of the guest rsvp process, including responding to and tracking all event RSVPs.
• Commitment to innovation; eagerness to share ideas on how to improve services provided and event quality.
• Commitment to compliance with insurance, legal, health and safety obligations at all times as it pertains to both events and marketing
• Desire for continued improvement, exemplified by conducting pre- and post–event evaluations and reporting on outcomes.
• Keep an inventory of all supplies, technology and equipment for each event.
• Obtain/create content for event presentations
• Adhere to event budget and track after event completion
• Update event guest monthly to assist with ROI reporting
• Monitor event opportunities in CRM to make sure there is follow up
• Manage and plan event calendar year to year
• Research new venues and provide new ideas for events
• Communicate all event needs with SHP staff

What You Bring

• Liaise between SHP leadership and all marketing vendors i.e. tMedia Consulting, Triad Partners, Financial Marketing Pros, Radio Partners Leading Response, etc.
• Provide content to tMedia for weekly E-blasts, blog approval, guides, podcast episodes, SHP News
• Manage and monitor tMedia Consulting with all aspects of social media - Facebook, LinkedIn, Instagram, YouTube. From building to launch.
• Oversee Creative Strategist to ensure podcast and radio recording and production deadlines are met
• Make sure ads are current and up to date for radio traffic.
• Assist coordination of all audio and video projects
• Coordinate website edits with tMedia
• Approving digital budgets
• Bi-weekly & Quarterly meetings with tMedia, Six, and Group6
• Vet out all potential new areas of advertising
• Work with Director of Compliance to ensure every piece of marketing is approved before launch
• Pay all bills for TV and Radio monthly
• Monitor leads to ensure correct sources are being tracked
• Manage call tracking systems for leads
• BS in Event Management, Communications, Marketing or related field
• 3+ years’ experience as an event planner or organizer, with a proven track record of success
• Creative, impressive portfolio of previously managed events (e.g. product launches, weddings, board meetings, conferences, parties, corporate events)
• Team management skills to clearly articulate staff requirements and coordinate their activities
• Solid marketing and sales skills and proven ability to build fruitful business relationships.
• Exceptional multitasking skills to manage multiple projects independently and consistently
• Attention to detail
• Excellent communication skills
• Outstanding time management and communication skills
• Must be a self-starter who requires little to no supervision to meet goals
• Desire to build relationships with people
• Positive attitude and ability to stay calm under pressure
• Cooperative attitude and willingness to collaborate with other teams as needed
• Proactive approach to handling any challenges that might arise and ability to quickly troubleshoot any problems that should arise on the event day
• Proficient in Microsoft Office, particularly Word, Excel and PowerPoint
• Experience working with CRM systems a plus
• Desire to build relationships with people
• Pleasant disposition
• Highly organized

Internal Application Policy

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long‑term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.