Senior Director, Meetings & Events

Design and execute a comprehensive meetings and events strategy aligned with WFG and TFA business objectivesLead planning and execution of large-scale national and international meetings, conferences, leadership forums, incentive trips, and recognition eventsCreate innovative event experiences that strengthen field engagement, reinforce organizational culture, and drive business performanceManage event budgets, expenses, vendor selection, contract negotiations, partner relationships, KPIs, and success metricsDevelop and execute integrated communications strategies for field engagement initiativesOversee event marketing materials, presentations, gamification strategies, entertainment programming, and participant communicationsLead, coach, and develop a high-performing meetings and events teamManage agent recognition, rewards, and promotion programs, including vendor relationships, operational budget, and end-to-end management of the US WFG StoreProvide strategic insights on field sentiment, business challenges, and engagement opportunities to executive leadershipCollaborate with Field Relations, CX & Marketing, Distribution, Training, and Product teamsRequirements12+ years of progressive leadership experience within financial services, insurance, wealth management, sales, marketing, field engagement or relations functions8+ years of people management experience building engaging and productive work environmentsKnowledge of insurance, brokerage, wholesale/marketing organizationsDemonstrated success leading complex, large-scale events, conferences, recognition programs, and engagement initiativesHighly organized, flexible and detail oriented; able to execute multiple priorities simultaneouslyExpertise in budget planning and management, contract administration, and vendor partnership management for maximum ROI and expense managementAbility to develop and leverage KPIs, metrics, and analytics to drive business decisions and program effectivenessExceptional communication, presentation, relationship-building, and stakeholder management skillsAbility to influence outcomes with executive leaders, field leadership, and internal and external stakeholdersStrong strategic thinking, project management, and problem-solving capabilitiesCore CompetenciesDemonstrates extensive experience in leading large-scale events and meetings within the financial services sector, with a strong focus on budget management, stakeholder engagement, and strategic communication. Proven ability to develop high-performing teams and execute integrated strategies that drive business performance and field engagement.Highest-signal resume keywordsEvent Strategy DevelopmentBudget Planning and ManagementPeople ManagementStakeholder ManagementProject ManagementATS Optimization Keywords Hard SkillsEvent PlanningContract NegotiationKPI DevelopmentVendor ManagementAnalyticsSoft SkillsCommunicationRelationship BuildingStrategic ThinkingProblem SolvingFlexibilityIndustry KeywordsFinancial ServicesInsuranceWealth ManagementField EngagementMarketing