Director, Strategic Sales Events & Experiences

Osaic, Inc.; Scottsdale (AZ); Hybrid; USD 120,000 - 145,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Vacation and sick time

Volunteer days

Much more

Job summary

Osaic is seeking a Director of Sales Events & Experiences to design and execute high‑impact events that accelerate advisor recruiting and strengthen client relationships. You will own the strategy for Home Office Visits, recruiting events, and third‑party partner experiences, coordinating with Business Development, Marketing, and senior leadership.

The role requires strategic thinking, exceptional project management, and the ability to craft personalized, advisor‑driven experiences that align

Qualifications

• 3-5 years experience in strategic event management, experiential marketing, sales enablement, business development, program management, or a related discipline.
• Demonstrated experience developing and executing high‑impact events or client experiences that support measurable business objectives.
• Strong program and project management capabilities, with experience managing multiple complex initiatives simultaneously.
• Proven ability to lead cross‑functional initiatives and influence stakeholders without direct reporting authority.
• Exceptional communication, relationship management, and executive presentation skills.
• Experience partnering with senior leadership and coordinating executive‑level engagements.

Responsibilities

• Develop and own a comprehensive sales events and experiences strategy aligned with business priorities.
• Establish a cohesive portfolio of recruiting experiences and events.
• Own Home Office Visit program end‑to‑end with standardized processes.
• Lead recruiting events and experiences at enterprise conferences and partner events.
• Coordinate third‑party recruiter and strategic partner experiences.
• Drive cross‑functional planning with executives and stakeholders.
• Own end‑to‑end program management: budgeting, logistics, and post‑event follow‑up.
• Establish measurement frameworks to evaluate impact and ROI.

Skills

Event strategy

Program management

Cross-functional leadership

Communication skills

Education

Bachelor’s degree in related field

Tools

Salesforce

Microsoft 365

Copilot

Job description

Osaic is seeking a Director of Sales Events & Experiences to design and execute high‑impact events that accelerate advisor recruiting and strengthen client relationships. You will own the strategy for Home Office Visits, recruiting events, and third‑party partner experiences, coordinating with Business Development, Marketing, and senior leadership.

The role requires strategic thinking, exceptional project management, and the ability to craft personalized, advisor‑driven experiences that align