Full-Time

Event Marketing Manager

Remote

Posted on 9/9/2024

Wealth Enhancement Group

Wealth Enhancement Group

1,001-5,000 employees

Comprehensive financial guidance and wealth management

Financial Services

Compensation Overview

$95k - $105kAnnually

+ Bonus

Senior, Expert

Remote in USA

Category
General Marketing
Growth & Marketing
Required Skills
Marketing
Data Analysis
Requirements
  • Four-year degree in marketing or related field
  • 7+ years of marketing experience with a focus on events and tradeshows
  • Experience developing, presenting and discussing strategies with senior management
  • Strong project management experience
  • Ability to prioritize work flow and projects
  • Polished, excellent communication and interpersonal skills
  • Good problem solving skills, willingness to dig into issues and present possible solutions
  • Innovative thinking and resourceful
Responsibilities
  • Drive client acquisition event programs
  • Manage campaign conception and implementation of event planning for educational seminars, tradeshows, conferences, networking and hospitality events.
  • Assist in developing the annual marketing plan and goals and monitoring campaigns against those goals.
  • Cultivate relationships with external partners to maximize team productivity.
  • Foster growth of fact-based event programs with repeatable processes
  • Identify and implement event best practices.
  • Hone results reporting schedule and format to ensure results are regularly monitored and communicated.
  • Partner with Analytics to further develop accurate and relevant results reporting.
  • Enact process improvements to increase event team productivity.
  • Partner across Growth to ensure optimal event performance
  • Collaborate and drive strong relationships with key contributors.
  • Regularly communicate with New Client Team, Partner Programs and advisory teams to share results, mine for ideas and gather event feedback.
  • Mentor direct reports and other team members
  • Mentor a team of three to grow in their various areas of expertise and in developing their careers.
  • Provide leadership within the Growth department as a whole.
Wealth Enhancement Group

Wealth Enhancement Group

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Wealth Enhancement Group offers financial guidance by providing a range of services in wealth management. Their approach includes a team of specialists who work together to help clients simplify their financial lives. Instead of managing multiple financial relationships, clients can access all necessary services in one place. The company operates by integrating advisory services with securities offerings, generating revenue through advisory fees and commissions on transactions. A key feature of Wealth Enhancement Group is their Roundtable™ team approach, which collaborates with clients to ensure their financial matters are organized and comprehensive. They also utilize the 3-step UniFi™ process to help clients make confident financial decisions while reducing stress.

Company Stage

Growth Equity (Venture Capital)

Total Funding

N/A

Headquarters

Plymouth, Minnesota

Founded

1990

Growth & Insights
Headcount

6 month growth

237%

1 year growth

237%

2 year growth

237%
Simplify Jobs

Simplify's Take

What believers are saying

  • Recent acquisitions expand Wealth Enhancement Group's client assets and geographic reach.
  • Growing demand for personalized financial advice aligns with their comprehensive service model.
  • Interest in ESG investing offers new opportunities for Wealth Enhancement Group's investment strategies.

What critics are saying

  • Rapid acquisitions may lead to integration challenges affecting service quality.
  • Competition from digital-first platforms could attract cost-sensitive clients.
  • Expansion into new markets may expose the company to regional economic challenges.

What makes Wealth Enhancement Group unique

  • Wealth Enhancement Group offers a unique Roundtable™ team approach for comprehensive financial guidance.
  • The firm's 3-step UniFi™ process simplifies clients' financial lives and decision-making.
  • They integrate advisory services and securities offerings under one roof for client convenience.

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