Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $43,900.00 - $73,200.00
Work Schedule
Flexible
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Professional development opportunities
Retirement Plan
Flexible Schedule
Travel opportunities
Job Description
Blue Trust has been a trusted advisory firm for over 45 years, dedicated to helping clients make wise financial decisions rooted in biblical wisdom and technical expertise. With nearly $60 billion in assets under advisement, over 460 team members, and a nationwide network of 19 offices, Blue Trust provides comprehensive wealth management and trust services to more than 11,000 clients across all 50 states. The company’s mission is to offer clarity, confidence, and a lasting legacy to every client through holistic financial planning and stewardship. Blue Trust is widely recognized not only for its financial expertise but also for its... Show More
Job Requirements
- Bachelor's degree in Marketing Communications Event Management or related field or equivalent experience
- Minimum 8 years of experience in event strategy planning and execution
- Strong collaboration skills across marketing operations executive leadership and advisory teams
- High attention to detail and ability to deliver polished on-brand experiences
- Ability to manage multiple large-scale projects simultaneously maintaining quality and composure under pressure
- Excellent communication negotiation and vendor management skills
- Proficiency with project management and event planning tools
- Experience with Salesforce or similar CRM systems is a plus
- Demonstrated excellence in strategic event planning project management and experiential design
- Ability to balance creative vision with operational execution
- Desire to serve others with excellence
- Personal integrity and ability to discreetly handle confidential data
- Flexible and able to identify and resolve problems quickly
Job Qualifications
- Bachelor's degree in Marketing Communications Event Management or related field or equivalent experience required
- At least 8 years of experience in event strategy planning and execution preferably in financial services or mission-driven organizations
- Proven ability to manage large-scale conferences and client advisor experiences
- Experience developing and managing event budgets contracts and vendors
- Demonstrated success coordinating omni-channel campaigns including email social and digital channels
- Strong collaboration skills across marketing operations executive leadership and advisory teams
- Excellent communication negotiation and vendor management skills
- Proficiency with project management and event planning tools experience with Salesforce or similar CRM systems is a plus
- Certified Event Designer (CED) or Certified Meeting Professional (CMP) designation is a plus
Job Duties
- Lead planning and execution for enterprise events including annual client gatherings and high-profile partnership activations
- Partner with executive leadership to define event objectives content strategy and audience engagement goals
- Manage event budgets contracts vendors and logistics to ensure excellence and fiscal responsibility
- Develop event evaluation processes to measure ROI lead generation and client advisor satisfaction
- Design and deliver internal firm-wide experiences such as all-hands meetings to strengthen engagement alignment and brand storytelling
- Create scalable event frameworks toolkits and templates to support advisors in hosting local experiences and build advisor capability
- Train and equip advisors and branch staff on best practices for event planning and execution
- Provide on-demand consultation for high-impact local events aligning with national campaigns
- Design experiences that integrate storytelling hospitality and faith-forward values
- Collaborate with Content and Digital teams to integrate events into omni-channel campaigns
- Oversee relationships with event vendors production companies venues and sponsorship partners
- Negotiate contracts and ensure service delivery aligns with Blue Trust standards
- Coordinate with Marketing team on co-branded events and partnership activations
- Adhere to company core values and maintain highest compliance standards per HR guidelines and industry regulations
Job Qualifications
Experience
Expert Level (7+ years)
Job Location
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