Event Operations Manager - Sponsorships

Why Work at [Employer]?

For more than 40 years, [Employer] has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, [Employer] is an independent fiduciary legally bound to act in our clients’ best interests — always.*

[Employer] offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* [Employer] was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, [Employer] has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

Sponsorships and charitable donations are strategic investments in the communities [Employer] serves. Done well, they build local brand awareness, create goodwill, and open doors to new client relationships through organizations deeply rooted in each market. The Event Operations Manager (Sponsorships) is a key contributor to the operational success of these investments, working alongside the Director of Event Marketing Acquisition and broader sponsorship team to ensure opportunities are thoughtfully evaluated, consistently executed, and measured against defined business objectives.

This role plays a key role in supporting the sponsorship and charitable giving process from intake and evaluation through negotiation, formal approval, payment, activation, and measurement, while also supporting the operations of key event programs and third-party partnerships.

Working closely with the Director of Event Marketing Acquisition and broader sponsorship team, this role will partner with market leaders, [Employer], Marketing, Vendor Management, Compliance, Finance, and Accounts Payable to help ensure sponsorships are thoughtfully evaluated, properly approved, consistently executed, and tied to measurable business outcomes.

This is an individual contributor role that blends hands-on operational support, cross-functional collaboration, and strategic judgment. The Event Operations Manager (Sponsorships) will be responsible for:

Sponsorship & Charitable Giving Operations:

• Intake & evaluation
• Partner with the sponsorship team to support the intake and coordination of sponsorship and charitable giving requests, helping ensure requests move through the appropriate process and stakeholders remain informed along the way.
• Participate in the internal review of opportunities against the firm’s criteria, including employee or client involvement, community impact, ROI potential, attendee or participant data capture, and alignment with market goals and budgets.
• Work alongside market leaders to gather necessary information, facilitate discussions, and support documentation of move-forward decisions before the organization is engaged.
• Negotiation & documentation Serve as the single point of contact with third-party organizations and negotiate terms, benefits, and activation rights on behalf of [Employer].
• Identify branding and collateral needs, including logo placement, branded merchandise, and content.
• Collect and maintain required documentation, including W-9s and invoices, for every sponsorship and donation.

• Assist in guiding each request through formal review and sign-off by the local leadership, Marketing, Vendor Management, Compliance, and Finance.
• Build the 10- to 15-business-day approval cycle and three- to four-week payment window into planning so commitments to organizations are met on time.

• Assist the Sponsorship team in maintaining a central sponsorship tracker covering status, spend by market, contract terms, deliverables, and renewal dates.
• Monitor sponsorship and donation spend against market and national budgets.

Sponsorship Strategy & Portfolio Management:

• Support the development and maintenance of a consistent evaluation framework and scorecard to help the sponsorship team compare opportunities based on audience alignment, relationship value, activation potential, and expected return.
• Participate in regular sponsorship portfolio reviews, providing data, insights, and recommendations to help the broader sponsorship team determine whether investments should be renewed, optimized, or discontinued.
• Partner with the Director of Event Marketing Acquisition and sponsorship team to develop activation strategies that extend beyond logo placement, including speaking opportunities, hosted events, advisor participation, contact capture, and structured follow-up.
• Help identify and evaluate new sponsorship and nonprofit partnership opportunities within priority markets and audiences, including opportunities that support business development and community marketing objectives.
• Support the sponsorship team in providing guidance to market leaders and [Employer] on opportunities where sponsorship investments may have the greatest potential impact.

Activation & Event Operations:

• Collateral & activation Coordinate the creation and delivery of branded items, logos, and content to partner organizations on schedule.
• Make sure attendee and participant information is captured where possible and handed off to local teams for follow-up.

• Assist Event Manager in managing logistics for sponsorship-related events, including vendors, timelines, budgets, onsite coordination, and post-event reconciliation.
• Support the Event Marketing programs, including timelines, communications, onsite roles, and follow-up materials.

Measurement & Reporting:

• Define success metrics for each sponsorship before commitment.
• Support the Sponsorship Project Manager in creating Salesforce campaigns for approved sponsorships and charitable donations, and partner with local teams to help ensure outcomes are accurately tracked and recorded.
• Report on sponsorship-sourced activity, including contacts, leads, pipeline, new clients, and spend by market.
• Translate results into clear recommendations that inform future sponsorship investments.

Process, Tools & Enablement:

• Work alongside the Director of Event Marketing Acquisition to maintain and update Sponsorship and Charitable Donations Guidelines, approval workflows, and supporting templates as needed.
• Partner with the broader sponsorship team to develop playbooks, checklists, intake forms, and supporting tools that create consistency and clarity across markets.
• Collaborate with the Director and Sponsorship Manager to educate local teams on the sponsorship process, providing ongoing guidance and support as questions arise.
• Identify bottlenecks and improve cycle time while keeping the process compliant with firm policies.

Qualifications:

• Five or more years of experience in event operations, sponsorship management, marketing operations, or a related discipline.
• Demonstrated experience managing sponsorship or partnership programs end to end, including negotiation, vendor onboarding, and payment.
• Strong project and process management skills, with the ability to manage many concurrent requests and deadlines.
• Experience working with Compliance, Finance, and vendor management teams, ideally in a highly regulated industry.
• Proficiency with Salesforce or another CRM system, including campaign setup and reporting.
• Analytical mindset, with experience using data to evaluate return on investment and recommend where to invest.
• Strong negotiation, communication, and relationship-management skills with internal and external stakeholders.
• Exceptional attention to detail and comfort operating as both a strategic thinker and hands-on executor.
• Ability to manage programs across multiple markets from a remote position.
• Experience in financial services, wealth management, or professional services preferred.
• Experience with nonprofit, philanthropic, or institutional audiences is a plus.
• Familiarity with ticketing and event registration tools (Halo, Cvent, or similar) is a plus.
• Must be able to travel 25-30%

What Success Looks Like:

Success in this role means every sponsorship and charitable giving request moves through a clear, consistent, and predictable process, with stakeholders having visibility into status, decisions, and next steps.

It means working closely with the broader sponsorship team to help ensure decisions are thoughtful, data-informed, and aligned with business goals, with defined success metrics, Salesforce campaigns, and follow-up plans established for each investment.

Over time, the Event Operations Manager (Sponsorships) becomes a trusted and valued contributor to the sponsorship team, helping keep the program organized, compliant, and efficient while partnering with others to continuously improve the business value and overall effectiveness of [Employer]’ sponsorship investments.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of [Employer]’ incentive compensation programs.

Benefits:

[Employer] offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in [Employer]
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from [Employer] professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

[Employer] is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. [Employer] participates in E-Verify and complies with federal employment eligibility verification requirements.

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Originally posted on [Employer]