Event Specialist - Remote; CST or EST

Position: Event Specialist - Remote (CST or EST)
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Our Newest Opportunity:

Summary:

The Financial Services Event Specialist owns the end-to-end planning, coordination, and execution of events that support One Digital’s Financial Services business. Reporting to the Event Strategy Manager, this role is the primary driver of tactical execution across client-facing, prospect-facing, and internal programs spanning institutional retirement plans, individual wealth management, institutional executive benefits, and cross-vertical convergence opportunities. The Event Specialist manages the full lifecycle of each event—from initial scoping and vendor selection through on-site execution and post-event reporting—ensuring every event reflects One Digital’s standards for professionalism, brand consistency, compliance, and attendee experience.

This role requires deep event industry knowledge, strong relationships across marketing, compliance, sales leadership, and regional stakeholders, and the judgment to keep events on strategy, on budget, and running smoothly.

Essential Duties and Responsibilities:

Event Planning & Project Management
• Manage the full planning and execution lifecycle for assigned Financial Services events across local markets and national initiatives .
• Own event timelines, task lists, deliverable trackers, planning documents, agendas, budgets, and stakeholder follow-up from kickoff through closeout.
• Manage in-person, virtual, and hybrid events ranging from approximately 50 to 500 attendees.
• Partner with FS Marketing, sales leadership and regional leadership during event vetting to evaluate proposed events for audience fit and execution feasibility.
• Coordinate with Director of Strategic Partnerships to confirm event spend aligns with partnership agreements and applicable spending rules.
• Drive continuous improvement of event planning processes, templates, timelines, vendor workflows, and communication standards.

Logistics & Vendor Management
• Manage venue selection, contract negotiation, facility logistics, catering, room setup, AV requirements, signage, shipping, registration, attendee flow, speaker needs, and vendor relationships.
• Serve as the on-site lead for assigned events, overseeing vendor coordination, room readiness, registration, AV, speaker support, attendee experience, troubleshooting, and event closeout.
• Manage virtual and hybrid event logistics, including platform setup, speaker preparation, run-of-show documentation, attendee communications, and live-event troubleshooting.
• Build and maintain event registration sites and event web pages using Canva, event platforms, or other available tools.

Stakeholder & Cross-Functional Coordination
• Work directly with local offices, regional leadership, advisors, presenters, sales leadership, marketing, compliance, and director of strategic partnerships to plan and execute events effectively.
• Manage event invitation workflows, registration pages, event websites, attendee lists, calendar holds, reminders, and RSVP tracking, in partnership with marketing.
• Partner with marketing to ensure event collateral, communications, and materials are requested, reviewed, approved, and delivered on schedule, with content owned by the appropriate subject matter experts.
• Maintain productive working relationships with stakeholders at all levels, keeping events on…