Events Director (Kansas City, MO; Boston, MA; Phoenix, AZ; Remote)

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

As an Events Director on the Performance Marketing team, you’ll play a pivotal role by helping to develop and lead an outstanding Events team charged with enabling our planning team to deliver high-quality, independent financial education, advice and planning to everyone.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Events Director role, we are seeking a candidate with a proven track record of building a sound strategy for your program and roll up your sleeves to help with the day-to-day workings of that strategy, helping to continue to scale one of our largest drivers of potential clients. If you are a creative and data-guided professional with a player-coach management style, this may be an opportunity for you!

Responsibilities:

• Supervise all aspects of our events strategy, including logistics, budgeting, vendor management, content and creative development, promotion and lead across departments and teams to implement the events strategy. Our strategy is primarily webinar focused today, this role would lead our return-to-live-events strategy and execution plan as well.
• Play an active role in the annual planning process by researching relevant industry events, trends, demonstrating return on investment from previously run events and providing recommendations; translating business needs from multiple internal teams into a cohesive strategy
• Provide consistent and clear communication of events programs to all collaborators in a timely manner, including briefing documents and goal setting; coordinate planning sessions with essential team members to gain input on goals and executional ideas
• Help develop processes for lead tracking and return on investment measurement within Salesforce
• Work with content strategy director and other marketing channel/program teams to ensure consistent strategy/messaging across all campaign efforts
• Evaluate, and potentially reset, our current quantitative and qualitative inputs contributing to the measurement of event efficiency that allows all teams to understand the impact of the channel.
• Develop and implement overall project management plan and timeline for all events, including roles and responsibilities; ensure alignment with corporate and marketing-team initiatives/goals
• Act as a bridge across departments providing clarity and communication to maintain program alignment with organizational goals
• Perform quarterly reviews of the digital events program, including delivering analytical insights to optimize campaign engagement and performance
• Research and identify trends, speakers, relevant topics, and opportunities with targeted audiences in mind
• Improve channel findings by staying in close contact with industry forums, attending industry events, etc. to better equip internal teams for execution and identify potential partners for extended marketing initiatives

Requirements:

• Bachelor’s degree in Business, Marketing or related field
• 10+ years’ experience in webinar and live events strategy planning and execution
• Approximately 10% travel annually
• Strategic/creative problem-solving mentality
• Technical know-how to ensure a seamless live, hybrid and virtual event experience is mandatory.
• Expert communicator and collaborator who works across teams and departments (Creative, Communications, Field Marketing, Product Marketing, C-suite, among many others) to break down silos and calibrate expectations with executive leadership.
• Proven ability to lead and develop a team of event managers and presenters, including career planning and coaching.
• Financial services experience a plus, but not required.
• Familiarity with video and audio editing platforms and equipment a plus
• Data-driven decision making and results orientation
• Excellent interpersonal skills and the ability to effectively connect with internal and external collaborators

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron’s,1 with 145+ offices2 across the country and entrusted by more than 1.3 million clients to manage more than $242 billion in assets.3 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.

1 The Barron’s 2022 Top 100 RIA Firms list, a seven-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

2 Edelman Financial Engines data, as of Dec. 31, 2022.