Marketing & Events Manager

Job Title: Marketing & Events Manager
Department: Marketing
Full or Part Time: Full Time
FLSA Status: Exempt
Position Summary:
The Marketing & Events Manager at HORAN Wealth is responsible for the strategic planning, coordination, execution, and evaluation of all firm-sponsored events and marketing initiatives. This position serves as a client/community facing ambassador of the HORAN Wealth brand, ensuring every event experience is cohesive, impactful, and reflective of the firm’s values and commitment to excellence. It plays a critical part in enhancing the HORAN Wealth brand, strengthening client relationships, supporting business development efforts, and advancing the firm’s presence in the communities it serves.
This position is responsible for developing and executing fully integrated event programs across marketing channels. Key responsibilities include defining program objectives, crafting messaging, identifying and engaging target audiences, executing email and audience-generation campaigns, coordinating speaker plans, managing event websites and registration platforms, and overseeing all event logistics. Post-event analysis and measurement of outcomes are essential components of the role to ensure continuous improvement and return on investment.
The Marketing & Events Manager oversees the full lifecycle of events—from concept through post-event evaluation—including large-scale corporate events, smaller client or prospect events, sponsorship activations, and special initiatives. The role also manages external relationships with printing and mail house vendors, chambers of commerce, industry associations, nonprofit organizations, and other organizations in which HORAN Wealth has membership or clients.
The ideal candidate is creative, personable, highly organized, and professional, with the ability to manage multiple initiatives simultaneously while maintaining exceptional attention to detail. This position works cross-functionally with firm leadership, public relations, sales, and service teams to ensure all events and marketing programs align with HORAN Wealth’s strategic goals and brand standards.
Core Responsibilities:
  • Master Events, Sponsorships and Seminars Plan and Corporate Calendar
  • Establishes 12 month rolling marketing plan and calendar for events, seminars and sponsorships in all regional markets
  • Manages and updates corporate calendar and create updates and posting on SharePoint and communicates with Leadership and Sales
  • Create schedule for each seminar to reflect the timeline for securing location, caterer, invitations, mailing lists, presentations and presentation practice
  • Adherence to Brand Guidelines on All Communications Materials and Advertising
  • Ensure all advertising opportunities marketing materials adhere to brand guidelines and are delivered on time
  • Coordinates the appearance of all HORAN Wealth print and electronic materials such as letterhead, use of logo, brochures, etc.
  • Develops customized Marketing materials and messaging for proposals and presentation to articulate why HORAN Wealth is unique and exceptional in the marketplace
  • This position allows for in-house design creating cost savings vs. using an outside resource
  • Vendor and Partner Negotiations and Coordination
  • Secures the appropriate venues for regional programs and events, including site inspections and negotiations of contracts
  • Contracting with caterers, A/V specialists and other vendors in a timely manner
  • Identity, negotiate and manage significant strategic partnerships, alliances, and relationships that support the organization’s current and emerging directions
  • Contract with keynote speakers
  • Liaise and manage relationship with vendors, including printing companies
  • Integration of Events and Seminars into Marketing Business Plan
  • Supports special marketing projects as required
  • Manage through service level agreements, completion of all marketing projects, on time, on budget
  • Marketing/Finance
  • Work with Finance department to ensure that accurate and up to date financial information is correct for each event
  • On Site Events Support
  • Secure CLE/SHRM credits for Seminars
  • Secure continuing education provider status in a timely manner
  • Create Registration Link on website and Monitor, Track, and Report Registration Status
  • Post Seminar information on website
  • Provide updates to department offering seminar on seminar registration status
  • List Management
  • Coordinate with advisors, support staff and key decision makers to secure lists and create invitation list in proper format
  • Coordinate Internal Communication with Leadership and Sales
  • Ensure HORAN Wealth represented at events and coordinate staffing events for special events
  • Responsible for communicating effectively with colleagues about all events, ensuring that the program relates to other activity wherever possible
  • Accountable to develop the internal communication strategy plan for events
  • Identifies regional business opportunities for members of the Sales team through vendor and partner relationships
Desired Skills:
  • Demonstrates experience in professional writing, press releases and social media
  • Experience in print production and graphic and design
  • Demonstrates skills, knowledge and experience in the design and execution of marketing, communications and public relations activities
  • Strong creative, analytical and organizational skills
  • Excellent presentation, oral and written communication skills
  • Detail-oriented with the ability to manage multiple projects at a time from inception through execution
  • Commitment to working with leadership and in cross-functional teams
  • Competent in utilizing Adobe Creative Suite, Photoshop, InDesign, Illustrator, Canva, Visme, Constant Contact
  • Demonstrates proficiency in Microsoft Office products, Word, Excel and Power Point
Qualifications Required:
  • 4-year degree from an accredited University focusing on journalism, marketing, or public relations, with demonstrated success, preferably in B2B, in the for-profit or professional sector
  • Minimum of 5 years’ experience (preferably more) in marketing, communications, or public relations
Securities offered through M Holdings Securities, Inc., an unaffiliated registered broker-dealer, member FINRA / SIPC. Investment advisory services offered by HORAN Wealth, LLC, registered with the U.S. Securities and Exchange Commission. Not FDIC Insured / No Bank Guarantee / May Lose Value
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