Sr. Manager, Regional Event Marketing

The Senior Manager, Regional Event Marketing is a strategic leader responsible for translating regional business priorities into integrated marketing strategies that drive growth, deepen client loyalty, and elevate brand presence across U.S. Wealth. This role leads the design and execution of thought leadership–based programs, premium hospitality, experiential activations, and sponsorships—amplified across digital, social, and CRM—to advance pipeline, revenue, and relationship goals. 

Acting as the primary marketing partner to Regional Presidents and Wealth Managing Directors, this leader activates the full marketing ecosystem to deliver measurable business impact with operational rigor, creativity, and client-centricity. 

Key Responsibilities 

Strategic Partnership & Business Alignment 

• Serve as the central marketing advisor to Regional Presidents and Wealth Managing Directors, aligning on growth objectives, client needs, and market dynamics. 

• Translate regional priorities into clear, actionable annual plans with goals, budgets, and KPIs. 

• Advise senior leaders on go-to-market strategies for priority offerings; ensure approaches are differentiated, relevant, and business-focused. 

Integrated Marketing Planning 

• Lead marketing plans that integrate brand, content, events, CRM, digital, and social into cohesive, scalable campaigns tailored to UHNW/HNW and high-complexity audiences. 

• Ensure experience and messaging consistency across all touchpoints (invitations, landing pages, on-site activations, post-event journeys, and social amplification). 

• Collaborate closely with brand, creative, and events teams to develop narratives, assets, and guidelines that reflect positioning and compliance standards. 

Campaign Development & Activation 

• Design and deliver high impact programs: thought leadership forums, strategic community partnerships, premium hospitality, and high impact sponsorships. 

• Identify and secure high-impact sponsorships and exclusive opportunities aligned to target segments; negotiate benefits and ensure ROI. 

• Partner with digital and e‑commerce teams to create targeted landing pages and personalized post‑event journeys that drive conversion and nurture leads. 

• Extend event reach via coordinated digital and social activation; collaborate with content/social teams to amplify moments, insights, and executive visibility. 

Communications & SME Visibility 

• Partner with Communications/PR to identify media moments, speaking opportunities, and executive thought leadership placements that reinforce market authority. 

• Develop post-event content strategies (recaps, CTAs, gated content, nurture streams) in partnership with direct marketing teams to maximize event impact. 

Insights, Measurement & Optimization 

• Build and manage a data-driven performance framework—tracking audience engagement, pipeline influence, sourced revenue, client sentiment, and spend efficiency. 

• Provide transparent reporting to business partners that shows marketing’s contribution to pipeline and revenue and translate insight into action. 

• Identify opportunities to streamline, scale, or replicate best practices across regions. 

Cross-Functional Leadership & Operations 

• Mentor and influence junior team members fostering a culture of curiosity, collaboration, and excellence. 

• Oversee budget planning, forecast accuracy, vendor management, and cost optimization; ensure compliance, risk, and brand standards. 

• Manage hospitality programs and premium experiences where relevant (e.g., high-visibility sponsorships), aligning with relationship-building strategies. 

• Oversee a 1.5mm budget and account for activities associated with spend.  

Qualifications 

• 8–12+ years of experience in event/experiential, integrated marketing, or field marketing—preferably within wealth management, financial services, or professional services. 

• Demonstrated success driving integrated, data-driven programs with measurable impact on pipeline, revenue, and client engagement. 

• Expertise in sponsorship strategy, premium hospitality, and high-touch client events serving UHNW/HNW audiences. 

• Strong command of CRM and martech (e.g., Salesforce, Marketo/Eloqua, Cvent), segmentation, and lifecycle journeys. 

• Exceptional stakeholder management and executive presence; proven ability to influence senior leaders and partner effectively in a matrix. 

• Strong financial acumen: budget ownership, ROI modeling, forecasting, and vendor/agency oversight. 

• Excellent storytelling, writing, and creative briefing skills; rigorous program management, attention to detail, and operational discipline. 

• Bachelor’s degree required 

Competencies 

• Strategic & Analytical: Connects market insights to growth strategies; translates data into decisions. 

• Client-Centric: Designs experiences around UHNW/HNW needs and relationship drivers. 

• Creative & Narrative-Driven: Crafts compelling thought leadership and brand moments. 

• Operationally Excellent: Plans end-to-end flawlessly; anticipates risks; scales best practices. 

• Influential Leader: Navigates matrix environments; mentors teams; drives accountability. 

• Collaborative: Integrates brand, content, digital, sales, and PR to deliver one, cohesive experience. 

Success Measures 

• Strength and depth of relationships with segment leaders. 

• Quality and impact of integrated marketing strategies developed  

• Measurable improvements in engagement, pipeline contribution, and marketing performance metrics. 

• Effectiveness of cross-functional alignment and collaboration across marketing functions. 

• Demonstrated ability to elevate BMO’s brand presence and value proposition within key Wealth audiences.