Program Lead – Sponsored and Series Events

AssetMark

Program Lead managing sponsored events, trade shows, and sponsorship fulfillment for AssetMark, a financial technology company serving financial advisors. Driving event ROI and execution.

Posted 8/19/2026full-timeCharlotte • California, North Carolina • 🇺🇸 United StatesSenior💰 $95,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in event management, sponsorship marketing, and trade show logistics, with a strong focus on strategic planning, budget management, and stakeholder engagement. Proficient in utilizing event technology and CRM platforms to optimize event performance and drive business development.

Highest-signal resume keywords

Event ManagementSponsorship MarketingTrade Show LogisticsBudget ManagementStakeholder Engagement

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Event PlanningBudget TrackingSponsorship ManagementTrade Show ParticipationPerformance AnalysisLead GenerationVendor ManagementProject ManagementEvent Technology ProficiencyCRM Platforms

Soft Skills

Relationship BuildingCommunication SkillsDetail-OrientedProblem-Solving MindsetTime Management

Tools & Technologies

SalesforcePowerPointExcelEvent AppsSponsorship Tracking Tools

Industry Keywords

Event MarketingSponsorship ActivationAdvisor EngagementBrand VisibilityROI Metrics

About the role

Key responsibilities & impact

Manage AssetMark’s portfolio of series and key events
Develop and execute strategic plans for AssetMark’s presence at sponsored third-party events
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 venue contracts, shipping, setup, teardown, and vendor management
Partner with sales, marketing, and leadership to drive advisor engagement and business development opportunities
Analyze event performance, collect stakeholder feedback, and provide post-event reports
Lead sponsorship outreach for AssetMark-hosted events and manage sponsor relationships
Oversee sponsorship prospectuses and pitch materials
Serve as primary sponsor liaison and ensure contractual obligations are met
Manage sponsorship fulfillment, deliverables, communication, and post-event reporting
Collaborate with internal teams to integrate sponsored elements into AssetMark events
Develop event strategies, budgets, and execution plans with marketing, creative, and finance teams
Maintain vendor relationships
Integrate pre-event, during-event, and post-event marketing efforts
Track sponsorship and event ROI metrics and report insights to leadership
Identify and implement efficiencies in AssetMark’s event and sponsorship strategy

Requirements

What you’ll need

Ability to accommodate a hybrid work schedule and be close to the office in Charlotte, NC or Concord, CA
Strong understanding of trade show logistics, sponsorship management, and event marketing
Ability to manage multiple projects, meet deadlines, and navigate fast-paced environments
Proven ability to track and manage budgets effectively
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 preferred
Proficiency in event technology, including CRM platforms, event apps, and sponsorship tracking tools, preferred
Ability to travel (30%) is required
BA degree in marketing, business, or a related field, or equivalent work experience
5+ years of experience in event management, sponsorship marketing, or trade show planning
Must be legally authorized to work in the US
AssetMark is unable to provide visa sponsorship

Benefits

Comp & perks

Additional variable incentive compensation
Flex Time or Paid Time Off and 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
Competitive salaries
Full benefits
Excellent opportunities for growth