Events Marketing Specialist; Remote

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit

We have an exciting opportunity for an Event Marketing Specialist! The Event Marketing Specialist plays a key role in our firm’s growth by planning and executing events across the country. Supporting our Marketing and Partner Programs teams, they will be responsible for the ideation, plan development and execution of educational seminars, trade shows, conferences, as well as networking and hospitality events. This is a Remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000 to $80,000, exclusive of bonuses and benefits.

Event planning and execution Manage all aspects of event planning for educational seminars, trade shows, conferences, networking and hospitality events. Plan and manage our events’ calendar. Research and secure venues, approve menus, develop seating plans. Communication with speakers, advisor teams, and event staff. Prepare and ship event materials such as nametags, collateral, and technology. Point person at events, ensure smooth operation with the venue, in addition to onsite event staffing, greet attendees, managing speakers and wrap up.

Coordinate promotional schedule to drive event attendance on time and on budget Collaborate and drive strong relationships with key contributors. Coordinate various marketing tactics including direct mail, email, radio, and social media to drive event attendance. Comprehensive project management including the use of Wrike, our project management and collaboration software. Create new, or update existing, processes, documentation, timelines and to-do lists related to event responsibilities.

Proofing, routing and version control of marketing materials. Maintain event budgets and process invoices. Prepare regular reporting on event results Analyze and evaluate the effectiveness of specific events and programs. Prepare regular and proactive status updates. Manage event details in Salesforce to ensure proper results tracking. Coordinate data entry with Operations team post-event. Keep open lines of communication with internal sales team to capture feedback.

Research, recommend and implement event activities as needed to deliver on “best in class” standards and to further improve efficiencies.

Travel Requirement of 25% Education/Qualifications Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education. Minimum of 2 years of event marketing experience Some Project management experience Proven ability to prioritize workflow and projects Well-organized with excellent multi-tasking abilities Polished, excellent communication and interpersonal skills Readiness to adapt to new processes and technologies Good problem solving skills, willingness to dig into issues and present possible solutions Innovative thinking and resourceful Ability to be flexible and to collaborate as part of a growing, cross-functional team Operation of…