Marketing and Events Planning Manager

Scheeler Financial Group is building its wealth advisory and RIA practice with a dedicated Marketing and Events Planning Manager based in West Chester, OH (onsite). This full-time role leads the firm’s marketing plan, strengthens the brand across channels, and drives client and prospect events from planning through follow-up. You will support the Director of Operations and CEO, helping translate the advisors’ expertise into clear, compliant content and experiences.

Responsibilities

• Develop the annual marketing plan and budget aligned to growth goals, including new clients, assets brought in, and referrals.
• Define target client segments (for example, pre-retirees, business owners, or a specialized niche) and establish messaging for each.
• Own the firm’s brand, including logo use, tone of voice, website, and overall look and feel.
• Create and design content for LinkedIn, X, Facebook, and Instagram, including market commentary in plain language, team spotlights, event recaps, educational tips, and short posts or videos based on advisor expertise.
• Plan a content calendar about a month ahead around market events, tax season, year-end planning, and firm events, typically maintaining a 2 to 4 times per week posting rhythm.
• Support each advisor by keeping their personal LinkedIn profiles polished and active, and drafting shareable posts.
• Manage community engagement by responding to comments and messages within compliance guidelines, and routing client or prospect questions to the appropriate advisor.
• Promote events such as client events, webinars, and book launches, then publish photos and recaps after each event.
• Apply brand standards consistently across the website, social channels, print materials, and events.
• Design and update marketing collateral, including client brochures, presentations, stationery, and business cards.
• Assemble and send new client welcome packages.
• Work with printers and promotional product vendors to meet ordering and deadline requirements.
• Keep website content current, including event pages and educational resources.
• Plan and run client appreciation events, prospect dinners, educational seminars, and webinars from start to finish, including building event plans, timelines, and budgets and tracking spend.
• Source and book venues, caterers, AV, photographers, and other vendors; negotiate rates and manage contracts.
• Build guest lists from the CRM with the CEO, focusing on top clients and target prospects.
• Design and send invitations, manage RSVPs, and send reminders through Constant Contact or Mailchimp.
• Coordinate on-site logistics including setup, check-in, name badges, signage, branded materials, and promotional items.
• Follow up after events with thank-you notes and surveys, and log attendee activity and referrals in the CRM.
• Support sponsorships and community events, including booth materials and staffing.
• Maintain a yearly event calendar aligned to the marketing plan.
• Track performance across website traffic, social engagement, email performance, event attendance, and referrals.
• Deploy client satisfaction surveys and summarize findings.
• Keep CRM data clean, segmented, and up to date.
• Submit marketing materials, social posts, invitations, and event content for compliance review before use, following SEC and FINRA advertising rules and firm policy; maintain records of approved materials and event attendance as required.

Requirements

• Bachelor’s degree in marketing, communications, hospitality, event management, or a related field, or equivalent experience.
• 5+ years of experience in marketing, event planning, or a similar role.
• Experience planning events from concept through follow-up, including vendor and budget management.
• Hands-on social media experience, especially LinkedIn, plus email marketing experience with Constant Contact or Mailchimp.
• Comfort with technology, including CRM systems, website content management, and Microsoft 365.
• Basic graphic design skills (for example, Canva or Adobe Creative Suite).
• Strong writing skills to turn ideas into clear, compelling content.
• Excellent organization and attention to detail, with the ability to manage multiple projects and deadlines.

Schedule, travel, and work setup

• Schedule: standard business hours, with some evening and occasional weekend work for client events.
• Travel: local travel to venues, vendors, and community events; occasional overnight travel.
• Work location: in person (onsite).

Technology

• LinkedIn, X, Facebook, Instagram, Constant Contact, Mailchimp
• CRM systems, Microsoft 365, Canva, Adobe Creative Suite
• Salesforce, Redtail, Wealthbox, Google Analytics

Benefits

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Compensation

$65,000 - $75,000 per year (employment type: full-time).