Director, Experience Events

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.

This is a full-time position in our Concord, CA office with a hybrid work schedule.

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, eg: 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.

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Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

Flex Time Off or Paid Time/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.

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