About Wealth Enhancement Group

Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 75 offices nationwide and are rapidly expanding through organic growth and acquisition.

Our mission is to work together to improve our clients’ lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team.

Due to growth, we have an exciting opportunity for an Event Marketing Specialist. This is a key role in our firm’s growth by planning and executing events across the country. Supporting our Marketing and Strategic Partnerships teams, they will be responsible for the ideation, plan development and execution of educational seminars, tradeshows, conferences, as well as networking and hospitality events.

The ideal candidate for this role should have superior organizational skills, strong interpersonal skills, and be a self-starting driver. They should be comfortable working independently, but with a highly collaborative approach and ability work well in matrixed teams. (This is a remote opportunity)

The salary target for this role is 65,000.00- 75,000.00 this position is eligible for an annual bonus .

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Event planning and execution

• Manage all aspects of event planning for educational seminars, tradeshows, 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

• Four-year degree in marketing or related field
• 3-5 years of event marketing experience
• Project management experience
• Ability to prioritize work flow 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 registration technology and A/V set-up
• Knowledge of Microsoft Office, particularly Excel

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development
• Medical and dental coverage
• 401k – with match and profit sharing
• Health care spending and savings accounts
• Dependent care spending account
• Vision coverage
• Wellness programs and resources
• Life insurance – employer paid
• Short-term and long-term disability – employer paid
• Paid Time Off
• 10 paid holidays each year
• Paid parental leave
• Tuition reimbursement

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans.