Financial Services Event Marketing Lead

OneDigital; United States; Remote; USD 70,000 - 85,000; Full time

Job summary

OneDigital is seeking a Financial Services Event Specialist who will orchestrate in-person, virtual and hybrid events across Wealth, Retirement and Executive Benefits. This role blends event execution with a marketing mindset, supporting client and prospect events, conferences and sponsorships from planning through follow-up.

Working with Growth Marketers and the Marketing team, you will coordinate logistics, activation materials and cross-functional delivery, while building repeatable event

Qualifications

• Bachelor’s degree in marketing, communications, business, hospitality, event management or a related field preferred.
• 5+ years of experience in event marketing, event planning, field marketing or related role with significant event responsibility.

Responsibilities

• Manage planning and execution for in-person, virtual and hybrid Financial Services events, from kickoff through closeout.
• Develop and manage event timelines, budgets, deliverables, agendas, run-of-show documents and stakeholder responsibilities.
• Coordinate venues, vendors, contracts, catering, AV, signage, shipping, registration, speakers and attendee experience.
• Provide on-site execution support for assigned events, conferences and higher-profile experiences as needed.
• Establish and communicate clear lead-time requirements, milestones and stakeholder deadlines based on event scope and complexity.
• Proactively identify when timing, scope, budget, compliance requirements or available resources create execution risks and work with appropriate partners to adjust plans as needed.
• Maintain organized event documentation and contribute to continuous improvement of event processes, templates and workflows.

Skills

Project management

Organizational skills

Marketing mindset

Event logistics

Compliance

Communication

Travel readiness

Education

Bachelor’s degree in marketing, communications, business, hospitality, event management or related field

Tools

Microsoft Office

Canva or similar creative tools

Job description

OneDigital is seeking a Financial Services Event Specialist who will orchestrate in-person, virtual and hybrid events across Wealth, Retirement and Executive Benefits. This role blends event execution with a marketing mindset, supporting client and prospect events, conferences and sponsorships from planning through follow-up.

Working with Growth Marketers and the Marketing team, you will coordinate logistics, activation materials and cross-functional delivery, while building repeatable event