Program Lead, Sponsored Events

Job Description:

The Job/What You'll Do:

The Program Lead, Sponsored Events, is responsible for managing AssetMark’s portfolio of third-party sponsored events, including trade show participation, exhibit management, and sponsorship activations. This role ensures seamless execution of sponsored event participation while maximizing brand exposure and engagement. Additionally, this position will oversee the sponsorship outreach and fulfillment for AssetMark-hosted events, including Gold Forum, Platinum Summit, and Women’s Advisor Forum.

The ideal candidate is an experienced event professional with expertise in trade show logistics, sponsorship management, and vendor coordination. This person will act as a strategic partner across internal teams, aligning event execution with business objectives while ensuring a high return on investment for all sponsorship engagements.

This is a full-time position in our Concord, CA office with a hybrid work schedule.

Responsibilities:

Third-Party Sponsored Events & Trade Show Management:

• Develop and execute strategic plans for AssetMark’s presence at sponsored third-party events, ensuring alignment with brand and business goals
• Manage end-to-end trade show participation, including booth design, exhibitor logistics, sponsorship activations, and attendee engagement
• Optimize exhibit spaces for maximum brand visibility and lead generation
• Coordinate all logistics, including venue contracts, shipping, setup, teardown, and vendor management
• Partner with sales, marketing, and leadership to develop strategies that drive advisor engagement and business development opportunities at these events
• Analyze event performance, collect stakeholder feedback, and provide post-event reports to measure success and optimize future participation

Sponsorship Outreach & Fulfillment for AssetMark Events:

• Lead sponsorship outreach efforts for AssetMark-hosted events, managing relationships with sponsors to secure participation and maximize engagement.
• Oversee the creation of sponsorship prospectuses and pitch materials in collaboration with marketing and sales teams
• Act as the primary liaison for sponsors, ensuring contractual obligations are met, including branding, on-site activations, and speaking opportunities
• Manage the sponsorship fulfillment process, ensuring seamless communication, deliverable execution, and post-event reporting
• Collaborate with internal teams to ensure sponsored elements within AssetMark events are well-integrated and deliver value to both sponsors and attendees

General Event Operations & Strategic Collaboration:

• Partner with marketing, creative, and finance teams to develop event strategies, budgets, and execution plans
• Maintain vendor relationships, including exhibit design firms, event technology providers, and logistics partners
• Ensure seamless integration of pre-event, during-event, and post-event marketing efforts to maximize impact
• Track sponsorship and event ROI metrics, reporting key insights to leadership
• Identify and implement efficiencies to enhance AssetMark’s event and sponsorship strategy

Knowledge, Skills, and Abilities:

• Strong understanding of trade show logistics, sponsorship management, and event marketing
• Ability to manage multiple projects, meet deadlines, and navigate fast-paced environments
• Exceptional relationship-building skills with internal stakeholders, sponsors, and vendors
• Strong written and verbal communication skills; experience in PowerPoint and Excel preferred
• Highly detail-oriented with a problem-solving mindset
• Working knowledge of campaign functions in SalesForce.com is preferred
• Proficiency in event technology, including CRM platforms, event apps, and sponsorship tracking tools, is preferred

Education & Experience:

• 5+ years of experience in event management, sponsorship marketing, or trade show planning
• BA degree in marketing, business, or a related field, or equivalent work experience

Compensation: The Base Salary range for this position is between $100,000-$130,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do  and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.