Job details
Job type full-time
Full job description
Job description: based in the corporate office, this individual manages events and meetings for assetmark, incWhich supports financial advisors across the country with investment and practice management needsPrimary responsibilities include but are not limited to logistics of assetmark industry, advisor client, internal meetings and events, and acting as a liaison to internal and external constituentsWe are seeking qualified applicants in concord, ca, chicago, il and phoenix, azWe are a hybrid model, monday and fridays working remotely and tuesday, wednesday and thursday`s in officeResponsibility highlights
Take the lead on contractual and logistic work associated with planning and executing regional meetings and events (typically day meetings or two-day events)
Handle collateral orders for various meetings
Handle cost accounting, tracking invoices and payments.
Manage event registration, survey development and reporting.
Manage group travel activity with vendor including oversight of travel arrangements, tracking, arrival and departure attendee manifests.
Act as the department liaison with percolate, our marketing asset management systemEnter all projects into system and track progress.
Create event campaigns in salesforce, update with links and relevant documents
Communicate to internal constituents (sales, business partners, marketing, executives) all relevant event property and logistic details in a timely manner to ensure alignment across the businessIn addition, seek feedback from internal partners about event logistics to continue to improve event outcomes over time.
Manage cfp continuing education process for select meetings
Serve as part of the team that delivers a superb experience for attendees of the firm’s annual gold forum meeting – a premier event for the most committed advisors working with the firmAreas of work include complete management of registration and housing for 3-day meeting of 600+ people.
Manage event calendars for multiple distribution channels.
Control on-site event management, logistical planning, specs, etcOn own at select events
Manage multiple projects with tight deadlines, as assigned, demonstrating flexibility in a fast-paced environment.
Required qualifications
3 years corporate event planning experience
High-level proficiency in microsoft office applications especially with excel and powerpoint.
Proven ability to manage several large-scale projects that may occur simultaneously.
Excellent project management and organizational skills.
High level of initiative and self-motivation.
Team player with positive, can-do attitude.
Ability to work effectively with all levels of sales organization and across functions.
Excellent interpersonal and communications skills, both written and verbal, with all levels of company.
Detail and service-oriented.
Travel per year approximately 20% for on-site management of events.
#li-dni #li-dnp as an equal opportunity employer, assetmark is committed to building a diverse and inclusive workplace where everyone feels valued.
