Job Description: Based in the corporate office, this individual manages event marketing communication and project management for AssetMark, Inc., which supports financial advisors nationwide with investment and practice management solutions. The Job/What You'll Do: This role leads the strategic direction of their department. Drives priorities and overall planning. Executes some large-scale projects and spends most time on strategy and team development. Meets regularly with other department leaders and ensures stakeholder satisfaction and clarity. Responsible for the professional development of each team member. Manages budget decisions and implications for department needs and may run their own cost center. Owns their department's overall direction, team assignments, and project direction. Brings and develops a culture of high accountability, innovation, strategic focus, and a high level of execution. Operates with a value system based on connection and relationship building. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Concord, CA, Chicago, IL, or Charlotte, NC. Responsibilities: Develop, socialize, and implement a comprehensive deployment and strategy for the firm's centralized event management team, aligned to company goals and objectives and maintaining agreement and consensus from key internal partners. Influence and collaborate with cross-functional leaders to ensure event management and execution are aligned to brand standards, company goals, and objectives, and meet expectations. Stay on top of event trends, innovation, and deployment across the industry to ensure we are consistently elevating the brand and connecting and engaging our clients. Deliver on and refresh the business case for event centralization, finding new ways to optimize for efficiency, scale, quality, and economics. Oversee the management of annual event spending on behalf of multiple internal clients, regularly monitoring and communicating updates on impact, survey, and return on objectives. Create, implement, and oversee a comprehensive budget tracking system in close partnership with Finance and Procurement. Regularly report negotiated savings and efficiencies captured. Foster close partnerships with cross-functional groups that provide brand messaging, content development, design, and communications, as well as internal groups that help create and provide content for events. Build strong relationships with external agency partners, other vendors, and event organizers at the executive level. Lead, mentor, motivate, and inspire a team of event and program managers, navigating organizational change and excelling in the production of events, keeping a business frame of mind while being flexible and able to move quickly with changing demands. Oversee the planning and execution of all corporate events. Creative concepting design of events, welcome receptions, and attendee experiences in conjunction with the creative team and other key stakeholders. Mentor and coach junior team members, providing guidance and support to help them grow their roles when applicable. Understanding of Content Management and its cross-functional deployment across teams. Curate event approach and strategy in conjunction with AssetMark Key stakeholders, VP, Brand, and Director Events. Understand and manage vendors, vendor timelines. Lead executive strategy presentations for cross-functional buy-in and approval. Lead cross-functional team of specialists – including event strategists, content and messaging, theme and rationale developers, writers, designers, and production teams. Manage, develop, and implement project plans and timelines, including communication schedules and post-event meeting metrics. With internal stakeholders, monitor event experiences and quality to continue improving experience, content, and results. Ensure experience at all events meets or exceeds expectations of internal clients as well as brand image. Understand event survey metrics and produce executive briefings of events results. Initiate and collaborate closely with internal stakeholders (Sales, Product, Business Partners, and Marketing) all relevant content details in a timely manner to ensure alignment across the business. In addition, seek feedback from internal partners about programs to continue to improve event outcomes over time. Ensure seamless management and execution of events. Represent the company at industry events and conferences. Knowledge, Skills, and Abilities: Extensive experience leading a centralized corporate events function at a large public company. Able to lead cross-functional, matrixed program teams with multiple key stakeholders. Executive presence to present and lead internal client meetings to identify goals and develop event experience strategies. Proven ability to build and implement enterprise-wide business cases and deliver on expectations for return on investment. Data-driven and results-oriented, focused on creating customer value and making a positive impact. Strategic problem solver with the ability to influence and drive transformation. Working knowledge of campaign functions in SalesForce.com. Working experience in timeline management, e.g.: Wrike. Education & Experience: Bachelor's degree in Event Management, Communications, Marketing, or equivalent. 8+ years of work experience building and leading strong teams. 8+ years of work experience creating high-profile, talked-about events, facing both internal and external clients on a large scale. High-level proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook. This is a travel-heavy role. Travel per year is approximately 30% for on-site management of events and related activities as the team needs. Previous experience in the Financial Services industry a plus. Experience and involvement in events or marketing trade associations. CMP Certification. Compensation: The Base Salary range for this position is between $130,000-$190,000. 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-hybrid
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