Senior Specialist, Wealth Management Marketing
Core
Lead owner for select regional flagship events, overseeing strategy, planning, execution, measurement, and stakeholder management from concept through post-event evaluation.
Role type
Senior Specialist, Wealth Management Marketing (Event Strategy & Execution)
Builds
High-profile client experiences, sponsorships, and strategic philanthropy programs
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Event strategy and execution, Project management, Budget management, Salesforce proficiency, Digital marketing, Lead generation, Stakeholder management, Vendor management, Data analytics for ROI
Preferred skills
Financial services industry experience, Adobe Creative Suite, Marketo, Event management platforms
Responsibilities
Lead strategy, planning, and execution of high-profile client experiences and sponsorships; Manage marketing budgets including forecasting and reconciliation; Partner with sales and relationship managers to develop growth programs; Execute digital marketing and lead generation initiatives; Create market-facing communications and promotional content; Build and manage relationships with vendors and community organizations.
Seniority
Senior, hands-on IC
