Events Manager, Strategic Account Marketing

About This Team
This function sits within the business unit marketing team tied to Morningstar data, software, and research used by Canadian Advisors and Asset Managers.
The strategic account marketing team is newly established function that builds marketing strategies to positively impact wallet share growth at top clients (in both targeted and more scaled ways).
We think about each client in terms of the executives, buyers, and users that need to be influenced to achieve account growth, formulating a thoughtful plan to reach these individuals at the right moment in time to drive impact. In-person events are a crucial channel in this equation, and we're excited to offer this high impact role to sit in our close-knit Toronto office to maximize earning potential with the local team.
More specifically, here are a few defining characteristics of this team:

• We are agile: We are tied directly to the fast pace of the business and need to be comfortable moving quickly.

• We are client obsessed: We get to know each book of business that we cover deeply. We study account plans, earnings reports and anything else that we can get our hands on, sharing relevant information proactively with the account teams that we work with, and develop centralized strategies on these learnings.

• We take ownership: We bring rigor, order, and professionalism to complete our strategy from start to finish, being straightforward in the way we share marketing ideas (no marketing fluff, but instead tying it to the business goal at hand in terms that a coverage team can easily digest), and doing less asking and more telling, since we're the only marketers in the room.

• We are empathetic: This is a unique role that requires additional care and understanding, as we're constantly describing marketing efforts to sellers, so we communicate thoughtfully and patiently. Inversely, we demonstrate care and thoughtfulness in the way we communicate about our clients to our marketing colleagues and partners.

Key Responsibilities
To find success in this role, we need an energetic leader who will:

• Craft the Direct Platform event strategy for Canada, gathering inputs from product, and regional product marketing, strategic account marketing, customer marketing, experiential marketing (a "central" function), as well as sales and solution focused counterparts in region, bringing everyone together proactively and anchoring around the clients and product opportunities that matter to us most.

• Ensure adequate event representation of each of the product lines in the Direct Platform business unit aligned with regional goals and focus areas.

• Execute and manage each event seamlessly, ensuring logistics and "day-of" event management tasks are executed with precision.

• Conduct ongoing analysis of relevant industry events that could be opportunities for consideration as we grow our presence in region

• Develop a method to translate regional revenue sources into events, ensuring that all efforts maximize return on investment from both a monetary standpoint, and an efficiency standpoint (as each event requires thorough cross collaboration and time from a seller and success standpoint).

• Capture event related trends demonstrated by top books of business in region and proactively offer ways to replicate / learn from / or integrate into, depending on regional priorities and needs.

• Conduct post event analysis together with key marketing stakeholders to review if goals were met, and if not, why, and how we can evolve, or pivot to maximize our spending. This person will also be tasked with bringing key partners in region along on the measurement journey, educating everyone about what "good" looks like, and why.

• Become a member of a centralized marketing task force that connects central brand-oriented event leaders with those within the Direct Platform business unit, acting as an ambassador of best practices across all things in-person gatherings.

• Experience in the Canadian Financial Services sector is highly preferrable. And English / French fluency would be an added asset.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
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