Job Description

Job Description

Job Description

Description:

Who We Are:

Dynasty Financial Partners, a leading business services and technology provider in the wealth management industry for independent financial advisors, is looking for a Sr. Associate, Events & Marketing Manager, to join the Marketing & Community Events team. Headquartered in St. Petersburg, FL, our mission is to help our Network of independent financial advisors achieve their entrepreneurial dream of building a more successful business defined by their ability to deliver high-quality, customized financial advice to their clients. The Marketing & Community Events team connects advisors through exclusive high-end experiential events, education events, peer-to-peer networking opportunities, and shared relationship building experiences. Our goal is to promote collaboration, strategic alliances and help our clients grow their businesses. We are proud to run and maintain an industry-leading event calendar that includes multi-day summits, conferences, ski trips, golf outings, hospitality events, education events and more.

Responsibilities:

This position will report directly to the SVP, Head of Community and Events, and is integral to supporting the Dynasty Community team and the overall growth and success of the Dynasty Network and brand. As a Sr. Associate, the candidate will be required to work effectively with internal members of the Dynasty team, external resource providers, and Financial Advisors across the Dynasty Network. The role requires an individual with previous event or experiential marketing experience (brand or agency side) and to be familiar with general marketing concepts, processes, and management of marketing programs. The role will touch on all aspects of Marketing, including; event strategy & management, brand management, and digital marketing as well as other channels. This is a great opportunity to gain exposure to Dynasty’s leadership while gaining experience in a wide-variety of Dynasty-branded and external events while working with cross-functional teams.

The Candidate should have strong organizational, verbal, and written communication skills, a passion for technology/data, and pride of ownership for their work. Attention to detail is a must.

•Help develop creative and exciting events and experiences by providing research, budget analysis and brainstorming creative concepts

•Own and maintain conference/events calendar, and track against budget , KPIs and goals

•Possess the ability to manage and run an event from conception to reconciliation

•Attendee management for events from 25 -1000+ people

•Facilitate logistics for all conferences/events, including attendee lists, booth needs, swag, presentation materials, etc.

•Communicate with internal attendees before, during, and after each event. Ensure external attendees receive necessary information about the conference/event in advance and any prep materials, along with supporting post-event materials and needs

•Help conduct post-event surveys and debriefs with internal team

•Work closely with SVP of Community to troubleshoot and handle any issues that arise on the event/conference day(s)

•Help maintain swag inventory, brainstorm new ideas, keep track of needs, and track against budget and inventory

•Research and help select venues for smaller, intimate dinners and dinner events, and execute on-site

•Coordinate with event sponsors on contractual agreements, deliverables and event updates

•As needed, attend conferences/events in person and support team on site

Successful Candidates will have the following:

• Bachelor’s degree
• 2-5 years’ minimum of marketing experience on brand or agency side - experience in the financial services industry not required
• Detail oriented with strong organizational and time management skills.
• Client Focus - recognize and respond to needs of Dynasty clients
• Teamwork and Collaboration – A team player who interacts with people effectively
• Passion for marketing events and new technology platforms
• Strong interpersonal skills with internal team members and firm clients.
• Strong verbal & written communication skills - clients are in remote locations nationally, so excellent telephone, video & e-mail skills are essential.
• Proven problem solving skills, along with an ability to quickly comprehend and analyze data.
• Team-spirited attitude – our clients view us as a cohesive group; information sharing and a willingness to seek out and develop new skills / knowledge from within the group are key attributes.
• MS Word, PPT and Excel required, Adobe Creative Suite and/or other creative tools a plus

Visit our website for more information:

At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued.

EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

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