Director, Sales Events & Experience
Core
Strategic design, development, and execution of high-impact sales events and experiences to support business development and advisor recruiting objectives.
Role type
Director, Sales Events & Experience
Builds
Home Office Visits, regional recruiting events, prospect engagements, third-party recruiter events, and enterprise conference programming
Domain
Financial Services / Business Development / Recruiting
Deliverable
product features
Required skills
Strategic thinking, project management, creative experience design, executive presence, stakeholder management, program leadership, cross-functional collaboration, event strategy, relationship building
Preferred skills
Understanding of financial services recruiting, experience design, executive engagement
Technologies
None stated
Responsibilities
Develop and own a comprehensive sales events and experiences strategy aligned with business development priorities; Establish a cohesive portfolio of recruiting experiences including Home Office Visits and regional events; Lead the strategy and execution of recruiting-focused events designed to attract and convert prospective financial professionals; Partner with Business Development leadership to identify opportunities where targeted events can strengthen advisor relationships; Serve as the central point of coordination across Business Development, Sales Enablement, Marketing, and other internal partners involved in recruiting experiences
