What are the responsibilities and job description for the Event & Field Marketing Manager position at Lendz Financial?
Lendz Financial offers a full-service direct wholesale residential mortgage lending platform, focused on helping mortgage brokers grow their loan origination volume with simplified processes and intuitive, tech-based solutions. We emphasize a modern, customer-centric approach, offering competitive rates, a diverse range of products, and rapid turnaround times. Committed to delivering a world-class experience for our broker partners, we streamline the lending process to ensure a smooth journey from application to closing. Our core values—Thrive Together, Act Like an Owner, and Exceed Expectations—cultivate a collaborative, high-performance culture that drives our pursuit to become the undeniable leader in mortgage lending. Lendz is proud to be certified as a Great Place to Work!
Job Summary
Lendz Financial is seeking a creative and data-driven Event & Field Marketing Manager to lead our event strategy and broker-facing marketing initiatives. This role will own the planning and execution of trade shows, field activations, internal events, awards submissions, and partner campaigns- all with the goal of elevating our brand, deepening broker engagement, and driving measurable ROI.
As Event & Field Marketing Manager, you’ll balance big-picture strategy with hands-on execution, collaborating closely with Sales, Marketing, and external partners to deliver impactful experiences. The ideal candidate thrives in a fast-paced environment, can juggle multiple priorities, and is equally comfortable analyzing ROI as they are designing memorable experiences.
This is an on-site position with travel required for events and field marketing programs.
What You’ll Do
Trade Shows & Events
Job Summary
Lendz Financial is seeking a creative and data-driven Event & Field Marketing Manager to lead our event strategy and broker-facing marketing initiatives. This role will own the planning and execution of trade shows, field activations, internal events, awards submissions, and partner campaigns- all with the goal of elevating our brand, deepening broker engagement, and driving measurable ROI.
As Event & Field Marketing Manager, you’ll balance big-picture strategy with hands-on execution, collaborating closely with Sales, Marketing, and external partners to deliver impactful experiences. The ideal candidate thrives in a fast-paced environment, can juggle multiple priorities, and is equally comfortable analyzing ROI as they are designing memorable experiences.
This is an on-site position with travel required for events and field marketing programs.
What You’ll Do
Trade Shows & Events
- Manage the full lifecycle of trade shows, from pre-show strategy to on-site execution and post-show analysis.
- Coordinate logistics including booth design, vendor management, and giveaways.
- Travel with Sales to ensure smooth setup, teardown, and event operations.
- Deliver unique experiences that strengthen broker and partner relationships.
- Physical Handling: Lifting, carrying, and moving heavy crates, display materials, and event inventory (up to 75 lbs).
- Booth Setup/Teardown: Assembling and disassembling modular booth properties and equipment displays.
- Logistics & Inventory: Managing, tracking, packing, and shipping promotional items and booth assets.
- On-Site Management: Overseeing booth operations, troubleshooting on-site, and assisting with installations.
- Develop broker-facing programs such as workshops, roadshows, and co-branded campaigns.
- Partner with Sales to support broker acquisition and pipeline growth.
- Build partnerships with like-minded companies to expand reach and engagement.
- Plan internal events that support employee engagement, retention, and culture.
- Organize corporate hospitality and partner gatherings to enhance relationships.
- Drive pre- and post-event marketing campaigns including invitations, digital outreach, and follow-up communications.
- Manage an awards calendar and oversee submissions to secure industry recognition.
- Define success metrics and analyze ROI in partnership with Marketing Operations and Sales.
- Report on performance with actionable insights and recommendations.
- Oversee project timelines, budgets, and cross-functional collaboration.
- Manage vendor relationships to ensure quality, efficiency, and cost control.
- 3-5 years of experience in event planning, field marketing, or experiential marketing (mortgage/financial services preferred).
- Proven track record managing large-scale trade shows, field activations, and corporate events.
- Strong analytical skills with the ability to measure ROI and pipeline impact.
- Experience partnering closely with Sales to deliver results.
- Excellent communication and relationship-building skills.
- Proficiency with event/project management tools and CRM/marketing automation (Salesforce, Pardot, etc.) a plus.
- Willingness to travel frequently for events.
- A self-starter who thrives on ownership, organization, and creative problem solving.
- Competitive pay and benefits package.
- Highly subsidized medical insurance, plus low-cost dental and vision insurance.
- 401(k) program.
- Health Savings Account (HSA).
- Generous PTO and company holidays.
- Professional growth and development opportunities.
- A collaborative, friendly remote work environment.