Event Operations Manager – Sponsorships

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist with sponsorship and charitable contributions requests from initial intake and evaluation through negotiation, formal approval, payment, activation, and performance measurement.

• Manage the coordination of sponsorship and charitable contributions requests while keeping stakeholders updated throughout the entire process.

• Assess opportunities based on employee/client engagement, community impact, potential ROI, data collection, market objectives, and budget considerations.

• Collect insights from market leaders and document decisions for further action.

• Serve as the main point of contact with third-party organizations, negotiating terms, benefits, and activation rights.

• Identify branding and collateral requirements, including logo placement, merchandise, and content development.

• Gather and maintain W-9 forms and invoices.

• Navigate requests through the necessary leadership, Marketing, Vendor Management, Compliance, and Finance approvals.

• Anticipate and plan for approval cycles of approximately 10-15 business days and payment timelines of three to four weeks.

• Keep a central sponsorship tracker that monitors status, market spending, contract terms, deliverables, and renewal dates.

• Supervise sponsorship and donation expenditures in relation to budgets.

• Aid in evaluation frameworks, scorecards, portfolio assessments, and provide recommendations regarding renewals or discontinuation of sponsorships.

• Develop strategies for activation that may include speaking opportunities, hosted events, advisor participation, contact collection, and follow-up actions.

• Discover and assess new sponsorship and nonprofit partnership opportunities.

• Coordinate branded items, logos, and content with partnering organizations.

• Ensure that attendee and participant information is collected and forwarded for follow-up procedures.

• Assist with logistics related to sponsorship events, including vendor management, timelines, budgets, onsite coordination, and post-event reconciliation.

• Support Event Marketing initiatives, communications, onsite roles, and follow-up materials.

• Establish success metrics for sponsorship activities.

• Facilitate the creation of Salesforce campaigns and track outcomes.

• Provide reports on contacts, leads, pipeline, new clients, and expenditures by market.

• Translate findings into recommendations for future investments.

• Maintain sponsorship guidelines, approval processes, templates, playbooks, checklists, and intake forms.

• Educate local teams on the sponsorship process and enhance cycle time while ensuring compliance.

⛳️ Requirements

• A minimum of five years of experience in event operations, sponsorship management, marketing operations, or a related field.

• Proven experience in managing sponsorship or partnership programs from start to finish, including negotiation, vendor onboarding, and payment processing.

• Strong project and process management skills, capable of handling multiple concurrent requests and meeting deadlines.

• Experience collaborating with Compliance, Finance, and vendor management teams, preferably in a highly regulated industry.

• Proficient in Salesforce or another CRM system, including campaign setup and reporting capabilities.

• Analytical skills to utilize data for evaluating return on investment and advising on potential investment opportunities.

• Excellent negotiation, communication, and relationship management abilities.

• Remarkable attention to detail and the capacity to function as both a strategic thinker and hands-on executor.

• Ability to oversee programs across multiple markets from a remote location.

• Experience in financial services, wealth management, or professional services is preferred.

• Familiarity with nonprofit, philanthropic, or institutional audiences is advantageous.

• Knowledge of ticketing and event registration tools such as Halo or Cvent is a plus.

• Must be willing to travel 25-30% of the time.

• Mercer Advisors participates in E-Verify and adheres to federal employment eligibility verification standards.

🏝️ Benefits

• Company Paid Basic Life & AD&D Insurance.

• Company Paid Short-Term and Long-Term Disability Insurance.

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance.

• Three Cigna medical plan options, including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California.

• Health Savings Account (HSA) with company contributions for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plan options.

• Vision Insurance Plan.

• Dependent Care Savings Account for child and dependent care expenses.

• 14 Company Paid Holidays, including a full week off during Thanksgiving.

• Generous paid time off program for vacation and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks).

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services.

• 401(k) Retirement Plan featuring Traditional and Roth options, per-pay-period matching, and after-tax contributions.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.

• Eligibility for incentive compensation.