Director Marketing

What You'll Do

• Ensure all deadlines for events are being met, including invitations, social media posting, email blasts, booking and securing venues.
• Build HubSpot forms, design, and execute e-blast invitations for client events.
• Serve as lead contact on site, including problem solving, communicating with staff, vendors and customers, and anticipating and planning for different scenarios that could arise.
• Ensure all necessary equipment, technology, supplies, decor and promotional materials are transported to the facility and set up on time.
• Welcome and register all guests.
• Liaise with event sponsors and clients to accurately identify their needs and ensure customer satisfaction during the event.
• Book appointments at public seminars, possessing a strong working knowledge of the company to further these sales opportunities.
• Provide presentation feedback to Advisors.
• Break down and clean event space at event conclusion and ensure all supplies, technology, decor and equipment are transported back to company headquarters and neatly stored for future events.
• Manage all aspects of the guest rsvp process, including responding to and tracking all event RSVPs.
• Commitment to innovation; eagerness to share ideas on how to improve services provided and event quality.
• Commitment to compliance with insurance, legal, health and safety obligations at all times as it pertains to both events and marketing.
• Desire for continued improvement, exemplified by conducting pre- and post-event evaluations and reporting on outcomes.
• Keep an inventory of all supplies, technology and equipment for each event.
• Obtain/create content for event presentations.
• Adhere to event budget and track after event completion.
• Update event guest monthly to assist with ROI reporting.
• Monitor event opportunities in CRM to make sure there is follow-up.
• Manage and plan event calendar year to year.
• Research new venues and provide new ideas for events.
• Communicate all event needs with SHP staff.

What You Bring

• Bachelor’s degree in Finance, Business, or related field preferred.
• 2+ years of experience in financial services or wealth management.
• Experience with financial planning tools such as eMoney strongly preferred.
• Familiarity with retirement account types (Traditional, Roth, SEP, SIMPLE IRAs) required.
• Experience reviewing tax returns and applying insights to financial planning is a plus.
• Strong client service and communication skills.
• High attention to detail and accuracy in both operational and analytical work.
• Strong problem-solving and critical thinking abilities.
• Proficiency with Salesforce CRM system, Black diamond portfolio management, and Microsoft Office.
• Ability to manage competing priorities in a fast-paced, deadline-driven environment.
• Active Series 65 required.
• CFP® certification or actively pursuing CFP® designation preferred.
• CPA designation a plus.