The Events Manager owns the strategy, execution, measurement, and scalability of Big Money Retirement’s seminar and event platform across all existing and future markets. This role is accountable for building an event operating system capable of growing with the Firm — ensuring venues are strategically selected, events are properly staffed and equipped, data is accurately captured and analyzed, follow-up occurs on every prospect, and leadership maintains clear visibility into performance across every market. Every event must produce measurable intelligence that helps Big Money Retirement make the next event, and the next market, better.

As the Firm expands into new markets, the Events Manager serves as the central point of accountability for seminar operations across the organization. This includes leading Client Engagement Specialists and Event Coordinators from an event-execution perspective, evaluating venue and market performance, identifying trends within the prospect journey, and continuously improving the Firm’s ability to convert marketing activity into meaningful client opportunities. The Events Manager works within a structured and aligned leadership ecosystem, carrying full accountability for individual execution, team performance, data quality, and the protection of the Firm’s event infrastructure and proprietary processes.

Event Operations & Execution

• Oversee all pre-event, event-day, and post-event procedures across every Big Money Retirement market, ensuring consistent execution by all CESs and Event Coordinators.

• Ensure complete and accurate data capture in Salesforce for every event — including registrations, RSVPs, actual attendance, household attendance, no-shows, appointments booked, appointment source, advisor/presenter, event costs, and follow-up status.

• Maintain and deliver a recurring Event Performance Report to the Director of Marketing covering RSVP rates, show rates, booking rates, appointment show rates, venue and market trends, team performance, no-show pipelines, and recommended actions.

Market Scalability & Venue Management

• Research, evaluate, negotiate, and secure dinner seminar venues in existing and new markets, assessing demographic fit, accessibility, AV capability, food quality, room effectiveness, and overall guest experience.

• Establish and maintain a Venue Performance Scorecard and Market Heat Analysis for every recurring venue — identifying whether venues are growing, stable, or declining and recommending corrective action accordingly.

• Ensure every new market is operationally prepared before its first seminar, including equipment readiness, staffing coordination, billing arrangements, and backup venue options.

Team Leadership & Standards

• Establish clear event responsibilities, execution standards, and performance expectations for all CESs and Event Coordinators across markets.

• Review individual team member KPI performance, identify coaching opportunities and process gaps, and provide findings and recommendations to the Director of Marketing.

• Create consistency across all markets so that the prospect and client experience does not depend upon which team member or location is executing the event.

Prospect Re-Engagement & Referral Strategy

• Maintain active visibility into all prospects who registered but did not attend, attended but did not book, no- showed an appointment, cancelled without rescheduling, or have stalled in the pipeline — and develop a disciplined re-engagement cadence for each category.

• Prepare concise Advisor Re-Engagement Packages for elevated opportunities, including prospect history, attendance data, CES outreach activity, known interests, and a recommended next action — making Advisor involvement easy, informed, and timely.

• Design, launch, and continuously refine a scalable Referral Event Program that leverages existing client relationships to generate qualified introductions, targeting approximately 20–25 attendees per event where a referral is the entry point.

What Makes You Successful

• Confident in overcoming objections and building trust.

• Organized with exceptional attention to detail.

• Personable, energetic, and professional.

• Able to multitask in a fast-paced environment.

• A strong communicator both in person and over the phone.

• Accountable and dependable—you own your results.

Qualifications

• 5+ years of experience in business development, events coordination, marketing coordination, inside sales, appointment setting, customer service, or a similar client-facing role preferred.

• Strong verbal communication skills.

• Experience with Salesforce or another CRM preferred.

• Excellent organizational and time management skills.

• Ability to work occasional evening events (typically two per week).

• Valid driver's license and reliable transportation.

At Big Money Retirement, we don’t just help people retire— we lead them through one of the most pivotal transitions of their lives. Retirement isn’t just about finances; it’s about stepping confidently into a future filled with possibility. That’s why we see ourselves as more than financial advisors—we are trusted guides, strategic partners, and bold leaders who help clients navigate retirement with clarity and assurance.

Our vision is to become one of the premier retirement planning firms in the country, expanding to 100 locations by 2031 while maintaining an unwavering commitment to exceptional client service and a people-first culture.

When you join Big Money Retirement, you'll enjoy:

• Competitive salary plus quarterly performance-based bonus

• Career advancement opportunities within a rapidly growing firm

• Comprehensive training and ongoing professional development

• A collaborative, high-performing team culture

• The opportunity to make a meaningful impact in people's lives every day