Program Lead, Sponsored and Series Events

AssetMark; Concord (NC); Hybrid; USD 110,000 - 120,000; Full time

Benefits offered by this job

Flex Time

401K

Medical Insurance

Dental Insurance

Vision Insurance

Volunteer Time Off

Career Development

Fitness Reimbursement

Hybrid Work Schedule

Job summary

AssetMark seeks an experienced Program Lead to manage a portfolio of sponsored events and trade shows, ensuring strategic alignment with brand goals. You will oversee sponsorship outreach, vendor coordination, and post-event ROI reporting, coordinating across sales, marketing, and leadership.

Hybrid work is available with proximity to Charlotte, NC or Concord, CA. The role emphasizes budget accountability, timeline management, and cross-functional collaboration to maximize engagement and

Qualifications

• BA degree in marketing, business, or related field, or equivalent work experience.
• 5+ years of experience in event management, sponsorship marketing, or trade show planning.

Responsibilities

• Develop and execute strategic plans for AssetMark’s presence at sponsored events.
• Manage end-to-end trade show participation including booth design and logistics.
• Optimize exhibit spaces for brand visibility and lead generation.
• Coordinate venue contracts, shipping, setup, teardown, and vendor management.
• Partner with sales, marketing and leadership to engage advisors and develop opportunities.
• Analyze event performance and provide post-event reports.
• Lead sponsorship outreach for AssetMark-hosted events and manage sponsor relationships.
• Oversee sponsorship prospectuses and pitch materials with marketing and sales.
• Act as liaison for sponsors ensuring branding and on-site activations meet contract terms.
• Manage sponsorship fulfillment and post-event reporting.
• Collaborate to integrate sponsored elements into events and maximize value.
• Develop budgets and execution plans with cross-functional teams.
• Maintain vendor relationships with design firms and logistics partners.
• Track ROI metrics and report insights to leadership.
• Identify efficiencies to enhance event and sponsorship strategy.

Skills

Trade show logistics

Sponsorship management

Event marketing

Budget management

Vendor coordination

Cross-functional collaboration

PowerPoint

Excel

Attendance engagement

Education

BA in marketing/business/related field

Tools

CRM systems (Salesforce)

Event technology platforms

Job description

The Job/What You'll Do:

The Program Lead is responsible for managing AssetMark’s portfolio of series and key events. This role will emphasize trade show execution, timeline management, cross-functional coordination, budget accountability, and ROI analysis. It demands operational excellence, attention to detail, and an ability to drive outcomes through collaboration and project discipline. This role ensures seamless execution of sponsored and hosted events while maximizing brand exposure and engagement. Additionally, this position will oversee the sponsorship outreach and fulfillment for AssetMark-hosted events, including Gold Forum, Platinum Summit, and Women’s Advisor Forum. The ideal candidate is an experienced event professional with expertise in trade show logistics, sponsorship management, and vendor coordination. This person will act as a strategic partner across internal teams, aligning event execution with business objectives while ensuring a high return on investment for all sponsorship engagements. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Charlotte, NC or Concord, CA.

Responsibilities:

• Develop and execute strategic plans for AssetMark’s presence at sponsored third-party events, ensuring alignment with brand and business goals.
• Manage end-to-end trade show participation, including booth design, exhibitor logistics, sponsorship activations, and attendee engagement.
• Optimize exhibit spaces for maximum brand visibility and lead generation.
• Coordinate all logistics, including venue contracts, shipping, setup, teardown, and vendor management.
• Partner with sales, marketing, and leadership to develop strategies that drive advisor engagement and business development opportunities at these events.
• Analyze event performance, collect stakeholder feedback, and provide post-event reports to measure success and optimize future participation.
• Lead sponsorship outreach efforts for AssetMark-hosted events, managing relationships with sponsors to secure participation and maximize engagement.
• Oversee the creation of sponsorship prospectuses and pitch materials in collaboration with marketing and sales teams.
• Act as the primary liaison for sponsors, ensuring contractual obligations are met, including branding, on-site activations, and speaking opportunities.
• Manage the sponsorship fulfillment process, ensuring seamless communication, deliverable execution, and post-event reporting.
• Collaborate with internal teams to ensure sponsored elements within AssetMark events are well-integrated and deliver value to both sponsors and attendees.
• Partner with marketing, creative, and finance teams to develop event strategies, budgets, and execution plans.
• Maintain vendor relationships, including exhibit design firms, event technology providers, and logistics partners.
• Ensure seamless integration of pre-event, during-event, and post-event marketing efforts to maximize impact.
• Track sponsorship and event ROI metrics, reporting key insights to leadership.
• Identify and implement efficiencies to enhance AssetMark’s event and sponsorship strategy.

Knowledge, Skills, and Abilities:

• Strong understanding of trade show logistics, sponsorship management, and event marketing.
• Ability to manage multiple projects, meet deadlines, and navigate fast-paced environments.
• Proven ability to track and manage budgets effectively.
• Exceptional relationship-building skills with internal stakeholders, sponsors, and vendors.
• Strong written and verbal communication skills; experience in PowerPoint and Excel preferred.
• Highly detail-oriented with a problem-solving mindset.
• Working knowledge of campaign functions in Salesforce is preferred.
• Proficiency in event technology, including CRM platforms, event apps, and sponsorship tracking tools, is preferred.
• Ability to travel (30%) is required.

Education & Experience:

BA degree in marketing, business, or a related field, or equivalent work experience; 5+ years of experience in event management, sponsorship marketing, or trade show planning.

Compensation:

• The Base Salary range for this position is between $95,000-$105,000 for Charlotte and between $110,000-$120,000 for Concord.
• This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.
• This position will also be eligible for additional variable incentive compensation and competitive benefits.
• Candidates must be legally authorized to work in the US to be considered.
• We are unable to provide visa sponsorship for this position.
• #LI-CR1 #LI-hybrid

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect. Excellence.

Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what’s right, always. Even when it’s hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

AssetMark is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth. To learn more about us, visit our website.