When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity:
Summary
The Financial Services Event Specialist helps bring OneDigital's events and experiences to life across Wealth, Retirement and Executive Benefits. This hands-on role combines strong event execution with a marketing mindset—supporting client and prospect events, conferences, sponsorships, speaking engagements and other experiences from planning through follow-up.
Working closely with Growth Marketers, Strategic Partnerships, the broader Marketing team and business partners across OneDigital, the Event Marketing Specialist coordinates the logistics, marketing activation and cross-functional execution required to deliver consistent, compliant and engaging experiences.
The role also helps develop and maintain repeatable, out-of-the-box event programs that advisors can activate across markets, while supporting more customized, converged, and high-profile experiences as needed. Success requires exceptional organization and follow-through, a strong understanding of compliance and sponsorship requirements, comfort managing multiple stakeholders, and the ability to set clear expectations around the timelines, inputs and approvals required to deliver events successfully.
Essential Duties and Responsibilities
Event Planning & Execution
Manage planning and execution for in-person, virtual and hybrid Financial Services events, from kickoff through closeout.
Develop and manage event timelines, budgets, deliverables, agendas, run-of-show documents and stakeholder responsibilities.
Coordinate venues, vendors, contracts, catering, AV, signage, shipping, registration, speakers and attendee experience.
Provide on-site execution support for assigned events, conferences and higher-profile experiences as needed.
Establish and communicate clear lead-time requirements, milestones and stakeholder deadlines based on event scope and complexity.
Proactively identify when timing, scope, budget, compliance requirements or available resources create execution risks and work with appropriate partners to adjust plans as needed.
Maintain organized event documentation and contribute to continuous improvement of event processes, templates and workflows.
Event Marketing & Activation
Partner with Growth Marketers to translate approved event opportunities and objectives into actionable event plans.
Coordinate invitations, registration experiences, attendee communications, promotional materials, presentations, signage, and other event collateral.
Develop or adapt event materials within established brand templates and partner with Content, Demand Gen and other Marketing resources when needed.
Help develop, package and maintain repeatable, out-of-the-box event plays that advisors and local teams can activate, including the templates, promotional materials, execution guidance and follow-up resources.
Partner with the broader Financial Services Marketing team to turn successful event concepts into scalable playbooks, capturing what worked and standardizing the experience for reuse across markets.
Support more customized and high-profile experiences in partnership with broader Marketing team.
Coordinate lead capture and post-event activities, including attendee reporting, surveys, follow-up communications and other agreed-upon activation.
Conferences, Sponsorships & Cross-Business Events
Partner with the Financial Services event center of excellence (COE) to coordinate conference participation, sponsorship activations, speaking engagements and strategic partner events.
Manage sponsorship deliverables, benefits,…