This is a hybrid work opportunity which requires commuting to our Chicago (preferred) or Boston office two times per week. Please ensure you can meet this requirement prior to applying.
Summary
Events are a strategic pillar of Harbor’s Customer Growth Marketing programs to drive prospect, client, and firm brand awareness and lead generation. The Customer Growth Marketing (CGM) Specialist will work collaboratively across the Harbor Capital organization to organize and execute in-person and digital events, as well as event sponsorships. The candidate must have strong interpersonal, organizational, and collaborative skills with a focus on driving for results through robust execution of events.
The CGM Specialist will be responsible for building cutting-edge experiences as a preferred asset management partner to advisors across independent broker dealers, RIAs, and the Defined Contribution landscape as an essential element to Harbor’s success. This role will be responsible for engaging with senior executives, investment management partners, vendors, and the Distribution Salesforce to coordinate respective event planning, manage OneNote events hub, complete email campaigns, track and measure against KPIs, manage content reviews and Compliance processes, and execute on post-event deliverables.
Key Responsibilities
Facilitate project management needs across Customer Growth Marketing Team to help manage prioritization of events across marketing programs based on business goals
Maintain composure in a high-pressured environment with changing details to make informed decision in the best interest of the organization and business goals
Coordinate with event venues on all logistics, contract reviews, and continued relationship management
Develop and distribute invites, manage and track all confirmations and declines, and clearly communicate conference details to attendees
Manage development of registration page, pre- and post-event emails, social media posts with Customer Growth Marketing Team, Salesforce updates with Insights Team
Coordinate with other teams within Marketing to build program agendas, invites, event details and confirm speakers
Work closely with Sales to deliver regional events/sponsorships within territories
Work with internal conference attendees to manage all materials that need to be delivered to and from conferences (including booth, brochures, swag)
Event types include: single and multi-day conferences, roadshows, regional events, webinars, and sponsorships
Organize virtual events using On24 and Zoom, as well as third-party vendors
Work closely with Compliance for submission of content in partnership with Brand & Content Marketing
Manage conference follow-up activities including: feedback from attendees, thank you emails and importing data into Salesforce
Key Behavioral Expectations
Drives for Results (Impact)
Creates Culture of Collaboration (Impact)
Communication & Engagement (People)
Agility & Adaptability (People)
Minimum Qualifications
BA/BS or equivalent
1-3 years industry experience, event marketing experience preferred
Job requires some travel, approximately 10-15%
Knowledge, Skills & Abilities Required
Ability and desire to lead and support various initiatives with a collaborative, roll-up-your-sleeves mindset
Demonstrates a strong work ethic and commitment to team and organization
Ability to think creatively and has the initiative to present new ideas
Must thrive working in a fast-paced, innovative environment while remaining flexible, proactive, resourceful and efficient
Possess an effective and collaborative approach to working across Harbor
Excellent written and verbal communication and interpersonal skills
Highly organized, project management skills, and proficient at working independently to manage tight deadlines, facilitate alignment across data, measurement and event execution
Salary Range: $65,000 - $75,000 (bonus eligible)