Job Description
Job DescriptionDescription:
POSITION: Event Manager
Location: Fort Lauderdale – HQ
Department: Marketing
FLSA Classification: Exempt
Who We Are
At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success.
We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.
Position Summary
The Event Manager at Sound Income Group plays a critical role in delivering high-quality, strategically driven events that support advisor engagement, brand visibility, and business growth. This position owns the end-to-end planning and execution of events, managing logistics, vendors, budgets, and timelines to ensure flawless delivery from concept through completion. Working cross-functionally with marketing, recruiting, and coaching teams, the Event Manager ensures each event aligns with organizational objectives and delivers consistent, elevated experience. The role is responsible for maintaining strong vendor partnerships, enforcing operational standards, and ensuring compliance across all events. Continuous evaluation and process improvement are key components of this position to enhance efficiency, attendee experience, and overall return on investment.
Key Responsibilities
- Manage all aspects of event planning, ensuring events are executed within budget and on time.
- Develop and maintain strong relationships with vendors, venues, and other key industry contacts.
- Stay up-to-date with event design, trends, and production best practices to anticipate and solve operational challenges.
- Establish and enforce standard operating procedures for events, training staff to execute with excellence.
- Ensure full compliance with legal, insurance, health, and safety regulations at all events.
- Coordinate with internal teams, clients, and vendors to determine event needs and requirements, ensuring clear communication throughout the process.
- Research venues and resources, conduct site visits, and lead pre-event meetings to ensure all event needs are met.
- Plan and facilitate logistics for all events, including contract negotiations, guest lists, venue preparation, security, catering, entertainment, transportation, and marketing materials.
- Manage the complete event experience, ensuring client satisfaction from initial planning through post-event follow-up.
- Maintain and grow a comprehensive database of vendors, venues, and industry contacts for future events.
- Troubleshoot and resolve any issues or challenges that arise during the event.
- Provide on-site management and oversee the breakdown of the event, ensuring all aspects are handled smoothly
- Identify and implement enhancements to event processes, attendee experiences, and vendor partnerships by analyzing feedback and post-event data to elevate quality, efficiency, and ROI.
- Work closely with marketing, recruiting, and coaching teams to ensure events support advisor engagement, brand storytelling, and measurable business outcomes.
Requirements:Must-Have Qualifications
Industry Experience
- Minimum of two years of experience in large-scale event planning or coordination.
Background and Education:
- Bachelor’s degree in Communications, Event Management, or a related field.
- Minimum of two years of experience in event planning or coordination.
- Experience in marketing, public relations, or related fields is a plus.
- Flexibility to travel domestically and internationally as required.
Physical & Work Environment Requirements
- Ability to work for extended periods at a desk using a computer.
- Ability to lift up to 10 pounds if/when necessary.
- Routine use of telephone and email.
- Office-based role with potential travel to conferences, events, and satellite offices as needed.
Benefits
We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
- 100% employer-covered medical benefits and HRA account
- Dental & vision plans
- Generous PTO + 10 NYSE company holidays per year
- 401K with company match program
- Free onsite parking
- Company-provided laptop and required technology
- Access to an on-site gym (free of charge)
- Weekly vehicle detailing (at additional cost)
The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.
Sound Income Group is an E-Verify employer.
Sound Income Group is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.