Senior Events Strategist – Contract

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

📋 Description

• Collaborate with the Events team to create comprehensive event strategies, establish objectives for each event, and ensure they align with business goals.

• Support the execution of eMoney’s Annual Summit, which includes over 1000 virtual attendees, by securing sponsorships, managing team schedules and coordination, following up with vendors, handling speaker deliverables, coordinating the virtual platform, and overseeing logistics.

• Assist with project management and communication efforts before, during, and after the Summit.

• Help with registration, addressing attendee and stakeholder inquiries, and enhancing users’ Summit experience.

• Staff virtual Summit sessions, support presenters backstage, and manage Q&A during live sessions.

• Generate and distribute post-Summit session reports.

• Create detailed proposals for eMoney-hosted and sponsored events, addressing demand generation, brand awareness, timelines, venues, suppliers, legal obligations, staffing, budgets, and content suggestions for speakers.

• Book venues and negotiate fees, while coordinating venue management, catering, contractors, and vendors.

• Develop event themes and concepts, ensuring they align with brand messaging.

• Collaborate across departments including Sales, Marketing, Product, Financial Planning Group, and Client Services on staffing, speaker deliverables, promotional items, branding/signage, and booths.

• Lead event preparation meetings, strategic planning sessions, and debriefs.

• Work with Demand Generation, Corporate Communications, Creative, Content, and Product Marketing to create event resources such as invitations, landing pages, collateral, speaker bios, press kits, talking points, loops, and presentations.

• Provide detailed pre-event and post-event briefings to stakeholders.

• Coordinate lead and meeting tracking, analysis reports, and event ROI in collaboration with Marketing Operations.

• Manage event staff and vendors, address attendee inquiries, and troubleshoot issues on the event day.

• Occasionally travel to industry events to identify opportunities, network with vendors, and support Sales in driving demand.

• Research events and new markets, preparing proposals for stakeholders.

• Maintain a thorough understanding of the financial planning industry, eMoney’s position, advisor clients, their challenges, and eMoney’s technology solutions.

• Provide assistance to less experienced team members.

⛳️ Requirements

• Associate’s or Bachelor’s degree in public relations, marketing, business management, or a related field is preferred.

• A minimum of 6 years of experience in executing high-quality corporate events, both large and small scale, in direct support of organizational goals and objectives.

• Proven experience in accurately forecasting costs, negotiating rates, and adhering to strict budgets.

• Financial Services Industry experience is preferred.

• Background in vendor management, handling sponsorships at third-party conferences, and managing inventories.

• Experience in creating and managing budgets.

• Exceptional organizational, communication, and project management skills.

• Strong time management abilities with experience in prioritizing and delegating tasks.

• Excellent negotiation skills.

• Detail-oriented and analytical, with a strong commitment to quality.

• Capability to think strategically and understand the broader context.

• An innovative thinker, adept at quickly solving problems often independently.

• Ability to multitask and adapt swiftly to changing priorities.

• Flexible and resilient, capable of working with and receiving feedback from multiple stakeholders.

• A people-oriented individual, skilled at working with diverse personalities and fostering strong internal, vendor, and client relationships.

• Proficient in writing emails and promotional content for events.

🏝️ Benefits

• Opportunity to extend the 3-month contract as needed.

• Occasional travel opportunities to attend industry events.