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Senior Manager, Regional Event Marketing
BMO U.S.. Translate regional business priorities into integrated marketing strategies that drive growth, deepen client loyalty, and elevate brand presence across U.S.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in integrated marketing strategies, event management, and sponsorship development, with a strong focus on driving measurable impact on revenue and client engagement. Proven ability to collaborate with senior leaders and manage complex marketing initiatives across multiple channels.
Highest-signal resume keywords
Integrated Marketing StrategyEvent ManagementSponsorship StrategyCRM ProficiencyBudget Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Integrated MarketingEvent/Experiential MarketingData-Driven ProgramsSponsorship DevelopmentClient Engagement StrategiesSegmentationLifecycle JourneysROI ModelingForecastingProgram Management
Soft Skills
Stakeholder ManagementExecutive PresenceInfluencing SkillsStorytellingAttention to Detail
Tools & Technologies
SalesforceMarketoEloquaCvent
Industry Keywords
Wealth ManagementFinancial ServicesProfessional ServicesHigh-Net-Worth ClientsPremium Hospitality
About the role
Key responsibilities & impact- Translate regional business priorities into integrated marketing strategies that drive growth, deepen client loyalty, and elevate brand presence across U.S. Wealth
- Serve as the central marketing advisor to Regional Presidents and Wealth Managing Directors
- Translate regional priorities into annual plans with goals, budgets, and KPIs
- Advise senior leaders on go-to-market strategies for priority offerings
- Lead integrated marketing plans spanning brand, content, events, CRM, digital, and social
- Ensure consistent experiences and messaging across invitations, landing pages, on-site activations, post-event journeys, and social amplification
- Collaborate with brand, creative, and events teams on narratives, assets, and guidelines
- Design and deliver thought leadership forums, strategic community partnerships, premium hospitality, and high-impact sponsorships
- Identify and secure sponsorships, negotiate benefits, and ensure ROI
- Partner with digital and e-commerce teams on targeted landing pages and personalized post-event journeys
- Extend event reach through coordinated digital and social activation
- Partner with Communications/PR on media moments, speaking opportunities, and executive thought leadership placements
- Develop post-event content strategies, including recaps, CTAs, gated content, and nurture streams
- Build and manage a data-driven performance framework tracking engagement, pipeline influence, sourced revenue, client sentiment, and spend efficiency
- Report marketing contributions to pipeline and revenue and translate insights into action
- Identify opportunities to streamline, scale, or replicate best practices across regions
- Mentor and influence junior team members
- Oversee budget planning, forecast accuracy, vendor management, cost optimization, compliance, risk, and brand standards
- Manage hospitality programs and premium experiences
- Oversee a 1.5mm budget and account for associated activities
Requirements
What you’ll need- 8–12+ years of experience in event/experiential, integrated marketing, or field marketing
- Preferably experience 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, including Salesforce, Marketo/Eloqua, and Cvent
- Experience with segmentation and lifecycle journeys
- Exceptional stakeholder management and executive presence
- Ability to influence senior leaders and partner effectively in a matrix
- Strong financial acumen, including 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
Benefits
Comp & perks- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones