About Wealth Enhancement Group

Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide and continues to expand into new regions each year. Wealth Enhancement Group specializes in providing retail clients with the team-based expertise and resources they need to simplify their financial life.

Our purpose and mission is to work together to improve our clients lives by seeking to provide them the best possible financial advice. We are firm believers in the meaning behind teamwork. We share perspectives and explore every point of view, because the best ideas are born from collaboration. We constantly push ourselves and each other. We strive to be much more than your typical financial services firm. We strive to be the best.

Our corporate office in Plymouth, MN office is looking for an Event Marketing Specialist. This position plays a key role in supporting our firm s growth by planning and executing more than 40 prospect-facing events per year throughout the country. The ideal candidate for this role should have superior organizational skills, strong interpersonal skills, and be a self-starting driver.

Job Functions

Event planning and execution

• Bring prospecting events to life. Typical format is dinner and educational event hosted at a country club or restaurant ranging in size from 20-150 people.
• Plan and manage our events calendar.
• Research and secure venues, approve menus, develop seating plans.
• Communication with speakers, local 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

• 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.
• Proofing, routing and version control of marketing materials.
• Maintain event budgets and process invoices.

Prepare regular reporting on event results

• Prepare regular and proactive status updates for marketing, NCAT, and management to report on overall effectiveness of events.
• Manage event details in Salesforce to ensure proper results tracking.
• Coordinate data entry with NCAT 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.

Education | Qualifications

• Bachelor's degree in marketing or related field
• 3-5 years of event marketing experience
• Project management experience
• Well-organized with excellent multi-tasking abilities
• Strong vendor management skills
• Polished, excellent communication and interpersonal skills
• Operation of registration technology and A/V set-up
• Knowledge of Microsoft Office, particularly Excel
• Strong attention to detail; ability to prioritize work flow and projects; able to work with deadlines and be flexible
• Good problem solving skills, willingness to dig into issues and present possible solutions
• Excellent oral and written communication skills
• Ability to work as a team member; positive solution-focused attitude
• Ability to be flexible and to collaborate as part of a growing, cross-functional team

OSHA Requirement

This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, ability to use the telephone and computer systems.

Wealth Enhancement Group is an equal opportunity employer.

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