Vice President, Events - Full-time / Part-time

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

The Vice President of Events will build and execute an event marketing strategy to help grow Carson’s business in the financial advisory and FinTech space by creating live experiences that help shape the future of advice. Our event strategy must reflect our brand and showcase Carson’s extreme focus on top quality. They will plan, manage or appropriately delegate all event logistics for Carson hosted and third-party events.

They will build and execute an event marketing strategy, owning it from beginning to end. They will expand their circle of influence and executive network significantly, while learning how to network at the top level of organizations. With continued success, they will continue to build an internal and external team to support the mission of being the most trusted for financial advice. They will oversee all events, logistics and experience design for Carson Group prospects, partners, stakeholders and clients. This includes all advisor focused experiences, national conferences and retail events. This includes but is not limited to logistics, sponsorship, signage, communication, registration, and event sales.

What To Expect

• Event Experiences
  • Drive concept, vision, agenda, marketing strategy, and execution of events across Carson Group
    • Excell
    • Partner Summit
    • Partner Academy
    • eLX
    • Execution of Inside Tracks and Coaching Program
    • Foundational Partner Meeting
    • Advisory Council
    • Industry conferences
    • Speaking engagements
    • Other events to be defined
  • Works with Partner Offices to serve as the Events SME, providing coaching and direction to all partners seeking success event design
• Work closely with Sales and Marketing teams to define go-to-market strategy for each event, campaigns, key objectives, and success measures.
• Work closely with CMO, VP, Enterprise Sales and Design team to ensure sponsor offering and experience is competitive and enticing.
• Work collaboratively with the Coaching, Partner Consulting and Business Development Teams who maintain their own Event Budgets
• Provide direction to Director of Event Experiences and outsourced event management firms on event logistics and execution.
• Management of quality control, vendor selection and total experience design
• Management of event budgets and contracts across the full organization
• Sponsorships:
  • Oversee Sponsorship Relationships
  • Oversee Sponsorship Packages & Joint Marketing Engagements Content
  • Work directly with CMO, Business Development and Business Consulting to reach sales goals across all events

What You Need

• Exceptional decision making abilities.
• Clear vision. You need to understand what makes an event compelling and how it will be valuable to attendees.
• Highly responsive to business needs, sudden opportunities, and changes in plan.
• Ability to drive engagement. Must understand how to not only run and coordinate events, but also deeply grasp how to drive executives and decision makers to an event.
• Hustle. Understand how to build from the ground up and hustle to make events a huge success.
• Ownership. Take responsibility for the success of all events.
• Quality. Take pride in everything you deliver as a reflection of yourself.
• Highly detail-oriented.
• Ability to take smart risks and champion new ideas.
• Excellent written and oral communication skills.
• Ability to communicate clearly and consistently with teams via email, Slack and other collaboration tools.
• Excellent organizational skills.
• The ability to prioritize tasks and work on several projects simultaneously.
• Excellent attitude and ability to provide extraordinary service to members, sponsors, and other event partners.
• Willingness to travel or send a team member to in person events lasting one to three days or as business needs dictate.
• A thorough understanding of the event planning process from the early stages through completion.
• Strong negotiation skills and the ability to manage complex and ever changing budgets.
• A strong sense of event trends and a desire to consistently refine the event experience across all channels.

Preferred Education and Experience

• Minimum of 10+ years leading a team, preferably in corporate business.
• Strong understanding of the ever-evolving Event space, trends, behaviors and best practices
• Bachelor’s degree in Business Administration or related field preferred
• A portfolio of designing and creating successful experiences

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on healthy living. Smokers need not apply.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.