Responsibilities:
Build and maintain an annual event calendar aligned to business goals, sales cycles and key market moments – including industry conferences, advisor forums, consultant roundtables and internal sales enablement gatherings.
Lead the prioritization process across competing event opportunities, applying a clear framework for evaluating ROI, audience quality competitive presence and strategic fit.
Serve as the primary liaison between sales and marketing partners to ensure the event strategy reflects business priorities.
Facilitate planning conversations with senior stakeholders to align on event objectives, target audiences, messaging themes, and success metrics before any activation begins.
Partner with brand and creative teams to ensure Transamerica’s presence and narrative at events is consistent, differentiated and market relevant.
Define activation strategies for each event, including pre-event engagement plans, at-event experiences and post-event follow-ups.
Define KPIs for event investments and establish consistent measurement practices across events. Analyze and present performance to senior leadership on a regular cadence, with clear recommendations for reallocation or investment.
Maintain a strong understanding of the Retirement and Financial industry landscape – including key trade associations and advisor networks.
Qualifications:
Bachelor’s degree or equivalent work experience
Seven years of experience in B2B marketing, sales enablement or strategy roles, with demonstrated experience developing event or field marketing strategies (not event operations)
Deep familiarity with the retirement, life insurance and/or financial services industries
Proven ability to build cross-functional alignment and senior level stakeholders
Ability to manage multiple priorities and a complex calendar in a fast-moving environment
Solid knowledge of marketing methods and principles
Project management skills
Excellent organizational, presentation and communication skills. Comfortable facilitating conversations with sales leadership, executives and external partners
Analytical ability with working knowledge of marketing financials
Proficient computer skills with Microsoft Office Suite
Staff management skills
Preferred Qualifications:
Familiarity with Salesforce and WorkFront
Existing relationships within the retirement industry, advisor or life insurance ecosystem
Working Conditions:
Hybrid office environment: 3 days in office (Cedar Rapids, IA/Denver, CO/Philadelphia, PA)
Travel expectation: ~25% to attend events
Compensation:
The Salary for this position generally ranges between $100,000 - $120,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
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This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
Disclaimer:
Beware of fake job offers!
We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:
We will never request personal information such as ID or payment for equipment upfront.
Official offers are sent via DocuSign following a verbal offer—not through text or email.