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HORAN Wealth logo

Marketing & Events Manager

Job Overview

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Employment Type

Full-time
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Work Schedule

Standard Hours
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Benefits

Health Insurance
Dental Insurance
Vision Insurance
Paid Time Off
Retirement Plan
Professional Development
Employee wellness

Job Description

HORAN Wealth is a respected financial services firm dedicated to delivering comprehensive wealth management and investment advisory solutions. As an established entity in the financial sector, HORAN Wealth focuses on creating long-term value for its clients through personalized strategies and a strong commitment to service excellence. The firm operates with integrity, professionalism, and innovation, helping individuals, families, and businesses to achieve their financial goals while navigating complex market environments. Recognized for its client-centered approach and community involvement, HORAN Wealth consistently aims to strengthen its brand presence and foster meaningful relationships within the communities it serves.

The Marketing & Even... Show More

Job Requirements

  • 4-year degree from an accredited university focusing on journalism, marketing, or public relations
  • Minimum of 5 years experience in marketing, communications, or public relations
  • Proficiency in Adobe Creative Suite, Photoshop, InDesign, Illustrator
  • Skilled in professional writing, press releases and social media
  • Competent in Microsoft Office products including Word, Excel, and PowerPoint
  • Ability to manage multiple projects simultaneously with detail orientation
  • Experience working with leadership and cross-functional teams

Job Qualifications

  • 4-year degree from an accredited university focusing on journalism, marketing, or public relations
  • Minimum of 5 years experience in marketing, communications, or public relations
  • Demonstrated success preferably in B2B, in the for-profit or professional sector
  • Proficiency in Adobe Creative Suite including Photoshop, InDesign, Illustrator
  • Skilled in design and execution of marketing, communications and public relations activities
  • Experience in professional writing, press releases, and social media
  • Competent in Microsoft Office products: Word, Excel, PowerPoint
  • Strong presentation, oral and written communication skills
  • Detail-oriented with the ability to manage multiple projects
  • Experience collaborating with leadership and cross-functional teams
  • Knowledge of Constant Contact, Canva, Visme

Job Duties

  • Establishes 12 month rolling marketing plan and calendar for events, seminars and sponsorships in all regional markets
  • Manages and updates corporate calendar and communicates with leadership and sales
  • Creates schedules for seminars covering logistics such as location, caterer, invitations, mailing lists, and presentations
  • Ensures all marketing materials adhere to brand guidelines
  • Coordinates the appearance of print and electronic materials
  • Develops customized marketing materials and messaging
  • Secures venues and negotiates contracts for events
  • Contracts with caterers, A/V specialists, and keynote speakers
  • Manages relationships with printing vendors and external partners
  • Supports special marketing projects ensuring completion on time and budget
  • Collaborates with finance to verify event financial information
  • Secures CLE/SHRM credits and continuing education provider status
  • Creates and manages registration platforms and monitors status
  • Coordinates invitation lists with advisors and key decision makers
  • Develops internal communication strategy for events and coordinates staffing
  • Identifies regional business opportunities for sales team through vendor and partner relationships

Job Criteria

Experience

Mid Level (3-7 years)


Job Location

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