Events Manager

Big Money Retirement; Charleston (SC); On-site; USD 70,000 - 90,000; Full time

Job summary

Big Money Retirement is seeking an Events Manager to own the strategy, execution, and measurement of our seminar and event platform across markets. You will build an event operating system that scales with the Firm, select venues strategically, staff events, capture data, and drive follow-ups to convert marketing activity into client opportunities.

The role oversees Client Engagement Specialists and Event Coordinators, evaluates venue performance, and delivers actionable intelligence to improve

Qualifications

• 5+ years of experience in business development, events coordination, marketing coordination, inside sales, appointment setting, customer service, or a similar client-facing role preferred.
• Strong verbal communication skills.
• Experience with Salesforce or another CRM preferred.
• Excellent organizational and time management skills.
• Valid driver's license and reliable transportation.

Responsibilities

• Event Operations & Execution across all markets.
• Oversee pre-event, event-day, and post-event procedures and ensure consistent execution.
• Ensure complete data capture in Salesforce for every event and follow-up.
• Maintain and deliver a recurring Event Performance Report to the Director of Marketing.
• Market Scalability & Venue Management: research, evaluate, negotiate, and secure venues.
• Establish Venue Performance Scorecards and Market Heat Analyses.
• Ensure every new market is operationally prepared before its first seminar.
• Team Leadership & Standards: set responsibilities and enforce standards across CESs and Event Coordinators.
• Review KPI performance and coach team while identifying gaps.
• Create consistency across markets so the experience is uniform.
• Prospect Re-Engagement & Referral Strategy: re-engage non-attendees and those in the pipeline.
• Prepare Advisor Re-Engagement Packages for elevated opportunities.
• Design and refine a scalable Referral Event Program with 20–25 attendees per event.

Skills

Communication

Sales

Event coordination

CRM Salesforce

Organization

Evening events

Tools

Salesforce

Job description

The Events Manager owns the strategy, execution, measurement, and scalability of Big Money Retirement’s seminar and event platform across all existing and future markets. This role is accountable for building an event operating system capable of growing with the Firm — ensuring venues are strategically selected, events are properly staffed and equipped, data is accurately captured and analyzed, follow‑up occurs on every prospect, and leadership maintains clear visibility into performance across every market. Every event must produce measurable intelligence that helps Big Money Retirement make the next event, and the next market, better.

As the Firm expands into new markets, the Events Manager serves as the central point of accountability for seminar operations across the organization. This includes leading Client Engagement Specialists and Event Coordinators from an event‑execution perspective, evaluating venue and market performance, identifying trends within the prospect journey, and continuously improving the Firm’s ability to convert marketing activity into meaningful client opportunities. The Events Manager works within a structured and aligned leadership ecosystem, carrying full accountability for individual execution, team performance, data quality, and the protection of the Firm’s event infrastructure and proprietary processes.

Compensation: $70,000 - $90,000 DOE

Qualifications

• What Makes You Successful
• Confident in overcoming objections and building trust.
• Organized with exceptional attention to detail.
• Personable, energetic, and professional.
• Able to multitask in a fast‑paced environment.
• A strong communicator both in person and over the phone.
• Accountable and dependable—you own your results.
• Qualifications
• 5+ years of experience in business development, events coordination, marketing coordination, inside sales, appointment setting, customer service, or a similar client‑facing role preferred.
• Strong verbal communication skills.
• Experience with Salesforce or another CRM preferred.
• Excellent organizational and time management skills.
• Ability to work occasional evening events (typically two per week).
• Valid driver's license and reliable transportation.

Responsibilities

• Event Operations & Execution
• Oversee all pre‑event, event‑day, and post‑event procedures across every Big Money Retirement market, ensuring consistent execution by all CESs and Event Coordinators.
• Ensure complete and accurate data capture in Salesforce for every event — including registrations, RSVPs, actual attendance, household attendance, no‑shows, appointments booked, appointment source, advisor/presenter, event costs, and follow‑up status.
• Maintain and deliver a recurring Event Performance Report to the Director of Marketing covering RSVP rates, show rates, booking rates, appointment show rates, venue and market trends, team performance, no‑show pipelines, and recommended actions.
• Market Scalability & Venue Management
• Research, evaluate, negotiate, and secure dinner seminar venues in existing and new markets, assessing demographic fit, accessibility, AV capability, food quality, room effectiveness, and overall guest experience.
• Establish and maintain a Venue Performance Scorecard and Market Heat Analysis for every recurring venue — identifying whether venues are growing, stable, or declining and recommending corrective action accordingly.
• Ensure every new market is operationally prepared before its first seminar, including equipment readiness, staffing coordination, billing arrangements, and backup venue options.
• Team Leadership & Standards
• Establish clear event responsibilities, execution standards, and performance expectations for all CESs and Event Coordinators across markets.
• Review individual team member KPI performance, identify coaching opportunities and process gaps, and provide findings and recommendations to the Director of Marketing.
• Create consistency across all markets so that the prospect and client experience does not depend upon which team member or location is executing the event.
• Prospect Re‑Engagement & Referral Strategy
• Maintain active visibility into all prospects who registered but did not attend, attended but did not book, no‑showed an appointment, cancelled without rescheduling, or have stalled in the pipeline — and develop a disciplined re‑engagement cadence for each category.
• Prepare concise Advisor Re‑Engagement Packages for elevated opportunities, including prospect history, attendance data, CES outreach activity, known interests, and a recommended next action — making Advisor involvement easy, informed, and timely.
• Design, launch, and continuously refine a scalable Referral Event Program that leverages existing client relationships to generate qualified introductions, targeting approximately 20–25 attendees per event where a referral is the entry point.