Senior Manager, Events Strategy
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Job Summary
Join a Challenger
At EQ were remaking banking so every Canadian gets ahead every day. Serving nearly 4 million Canadians from coast to coast we offer a wide variety of financial services from banking and lending to trust and credit union solutions.
Weve been at this since 1970 challenging the conventions of traditional banking with smarter faster and more connected financial experiences.
Whats kept us moving The people behind it all: challengers who ask better questions push back on old assumptions and look for a better way forward.
If youre driven to help reshape how banking works for Canadians and the businesses that power our economy this could be your next big opportunity.
We cant wait to get to know you!
The Senior Manager Events Strategy is responsible for leading the strategic direction planning execution measurement and optimization of EQ Banks event and sponsorship portfolio across Single Family Lending Commercial Lending Deposit Services EQ Bank and Corporate programs.
This role is accountable for establishing events as a business growth channel by developing strategies that strengthen broker relationships support customer engagement grow brand awareness deepen education and drive measurable business outcomes.
The Senior Manager Events Strategy will oversee the national events ecosystem including conferences sponsorships broker education programs customer-facing events corporate initiatives and partner engagements. The role will establish event success frameworks measure return on investment evaluate channel effectiveness and make recommendations that improve event portfolio performance over time.
This role demands strategic thinking data-driven decision making strong stakeholder management and leadership capabilities while ensuring exceptional execution and budget stewardship across all programming.
The incumbent will develop and lead a comprehensive event strategy that aligns with business objectives and supports organizational priorities across all applicable business units.
With up to 300 events delivered annually responsibilities include:
Event Strategy & Business Impact
Develop and maintain an enterprise event strategy that aligns business goals audience needs and marketing priorities.
Define the role of events within the broader marketing and sales ecosystem ensuring integration with relationship management education content and lead generation initiatives.
Create annual event and sponsorship roadmaps aligned to business objectives.
Evaluate opportunities and investments based on strategic fit expected business value and measurable outcomes.
Establish event-specific objectives and KPIs for all major programs and sponsorships.
Identify opportunities to strengthen broker relationships improve customer engagement and support business growth through event programming.
Event Portfolio Management
Develop fully integrated event programs by region business line and audience segment.
Prioritize investments across conferences sponsorships broker events educational programs and customer initiatives.
Oversee the national events calendar ensuring alignment with organizational priorities and resource availability.
Recommend adjustments to event investments based on performance changing business requirements and emerging opportunities.
Measurement Analytics & Continuous Improvement
Develop event ROI measurement frameworks and reporting methodologies.
Establish dashboards and scorecards to evaluate event performance.
Analyze attendance engagement broker sentiment lead generation sponsorship value pipeline influence and other performance indicators.
Conduct post-event reviews and analyze outcomes to identify trends opportunities and areas for optimization.
Leverage data analysis and critical thinking to inform recommendations and future investment decisions.
Translate findings into actionable insights for senior leadership.
Budget & Financial Management
Accountable for annual event budgets exceeding several million dollars across multiple business units.
Manage planning forecasting and budget allocation activities.
Evaluate investment effectiveness and optimize spending based on business impact.
Monitor budget performance and implement cost efficiencies while maintaining program quality.
Ensure vendors and partners deliver maximum value to the organization.
Vendor & Sponsorship Management
Lead negotiations with venues suppliers agencies caterers production partners and other vendors.
Develop preferred supplier relationships where appropriate.
Evaluate sponsorship opportunities and recommend investments based on strategic alignment and expected business return.
Manage sponsor and partner relationships to maximize value.
Leadership & Team Development
Lead and develop event team resources including direct reports and project-based support resources.
Foster a culture of collaboration accountability continuous improvement and innovation.
Establish clear goals and performance expectations.
Provide coaching mentorship and professional development opportunities.
Promote knowledge sharing and development of best practices across the team.
Stakeholder Management
Partner closely with Sales Broker Relations Product Marketing Communications Digital Finance and Risk teams.
Build strong relationships with internal and external stakeholders.
Influence decision-making through insights recommendations and business cases.
Present strategic recommendations performance updates and investment proposals to senior leaders.
Event Execution Oversight
Ensure all events are delivered with a consistently high standard of quality and brand experience.
Provide strategic oversight on event planning and delivery.
Support major events onsite where required.
Manage issue resolution and recovery planning for significant event challenges.
810 years of experience in event marketing event strategy sponsorship management or integrated marketing.
Demonstrated experience leading large-scale event portfolios and managing significant budgets.
Strong understanding of B2B relationship marketing and channel strategy.
Experience developing event measurement frameworks and ROI reporting methodologies.
Proven ability to analyze data identify trends and develop business recommendations.
Experience within financial services banking or mortgage industries is considered an asset.
Strong presentation and executive communication skills.
Advanced relationship management and stakeholder influence skills.
Exceptional negotiation and vendor management capabilities.
Strong financial acumen and budget management experience.
Experience leading teams and developing direct reports.
Advanced proficiency in Microsoft Office including Excel and PowerPoint.
Ability to prioritize and manage multiple initiatives in a fast-paced environment.
Demonstrated problem-solving and critical thinking capabilities.
Strong understanding of risk management and compliance considerations related to event marketing.
Equity Diversity & Inclusion
EQ is committed to building an inclusive accessible environment where every employee feels valued respected and supported. We believe our organization is stronger and our people thrive when we honour and celebrate diverse experiences identities and perspectives. Were equally committed to supporting your growth both professionally and personally.
We provide a barrierfree recruitment process and work environment. If you require accommodations at any stage we will work with you to ensure you can bring your best self to the process and beyond.
As part of our recruitment process EQ uses AI to help screen assess and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.
EQB Inc. (TSX: EQB) is the parent company of Equitable Bank the countrys seventh-largest Schedule I bank by assets which operates EQ Bank Canadas Challenger Bank. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.
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Senior Manager
About Company
At Equitable Bank, we specialize in providing branchless financial services that meet the unique needs of all Canadians. Our range of mortgages, savings accounts and investment options are designed to offer the right solutions to match any unique circumstance.
