Events Marketing Specialist (Remote)

Wealth Enhancement; United States; Remote; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health, dental and vision coverage

HSA with employer contribution

Life and AD&D insurance

Disability insurance

401k with match

Wellness programs

Paid time off

Paid holidays

Parental leave

Tuition reimbursement

Job summary

Wealth Enhancement is seeking a remote Event Marketing professional to plan and execute educational seminars, tradeshows, conferences, and hospitality events across the US. You will manage calendars, venues, menus, seating, and speaker communications, coordinating on-site staff and materials, with Wrike for project management.

Requirements include a Bachelor's degree, 2 years in event marketing, Excel proficiency, and strong communication; salary range $70,000-$80,000 with travel up to 25% and

Qualifications

• Bachelor's degree or equivalent, demonstrated through work experience, training, military experience, education.
• Minimum of 2 years of event marketing experience.
• Some project management experience.
• Prioritize workflow and projects.
• Well-organized with excellent multi-tasking abilities.
• Polished, excellent communication and interpersonal skills.
• Adapt to new processes and technologies.
• Problem solving and initiative to present solutions.
• Innovative and resourceful.
• Collaborate in a growing cross-functional team.
• Operate registration technology and A/V setup.
• Knowledge of Microsoft Office, particularly Excel.
• AI literacy and ability to use AI tools to improve productivity.

Responsibilities

• Plan and manage event calendar and execution for seminars, tradeshows, conferences, networking and hospitality events.
• Coordinate venues, menus, seating plans and speaker communications.
• Manage on-site event staffing, registration tech, and materials shipping.
• Be the point of contact at events to ensure smooth operation with venue and staff.
• Coordinate marketing tactics to drive attendance (direct mail, email, radio, social media).
• Maintain event budgets and process invoices; use Wrike for project management.
• Prepare regular reporting on event results; track outcomes in Salesforce where applicable.
• Travel up to 25%.

Skills

Event marketing

Project management

Communication

Multi-tasking

Organization

AI literacy

Adaptability

Education

Bachelor's degree or equivalent

Tools

Wrike

Microsoft Excel

Job description

About Wealth Enhancement

Wealth Enhancement 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 90,000 households from our over 175 offices - and growing - nationwide.

Wealth Enhancement 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 90,000 households from our over 175 offices - and growing - nationwide. Since 1997, Wealth Enhancement 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 www.wealthenhancement.com.

This is a Remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000 to $80,000, exclusive of bonuses and benefits.

Primary Job Functions

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.
• Travel Requirement of 25%

Education/Qualifications

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Minimum of 2 years of event marketing experience
• Some Project management experience
• Proven ability to prioritize workflow and projects
• Well-organized with excellent multi-tasking abilities
• Polished, excellent communication and interpersonal skills
• Readiness to adapt to new processes and technologies
• Good problem solving skills, willingness to dig into issues and present possible solutions
• Innovative thinking and resourceful
• 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
• AI Literacy:
• Demonstrated ability to effectively use AI tools and technologies in daily work tasks.
• Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards.
• Comfort with learning new AI applications and understanding their appropriate use cases and limitations.
• As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $67,300 - $97,600. However, the base salary range bolded above ($70,000 to $80,000) is what we expect to pay as a starting range for this position.

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 be eligible to participate in the following benefits & development opportunities:

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&DD insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

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.

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.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.