Event Operations Manager - Sponsorships

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.\*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

_\* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology [here](https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&)._

Job Summary:

Sponsorships and charitable donations are strategic investments in the communities Mercer Advisors serves. Done well, they build local brand awareness, create goodwill, and open doors to new client relationships through organizations deeply rooted in each market. The Event Operations Manager (Sponsorships) is a key contributor to the operational success of these investments, working alongside the Director of Event Marketing Acquisition and broader sponsorship team to ensure opportunities are thoughtfully evaluated, consistently executed, and measured against defined business objectives.

This role plays a key role in supporting the sponsorship and charitable giving process from intake and evaluation through negotiation, formal approval, payment, activation, and measurement, while also supporting the operations of key event programs and third-party partnerships.

Working closely with the Director of Event Marketing Acquisition and broader sponsorship team, this role will partner with market leaders, advisors, Marketing, Vendor Management, Compliance, Finance, and Accounts Payable to help ensure sponsorships are thoughtfully evaluated, properly approved, consistently executed, and tied to measurable business outcomes.

This is an individual contributor role that blends hands-on operational support, cross-functional collaboration, and strategic judgment. The Event Operations Manager (Sponsorships) will be responsible for:

Sponsorship & Charitable Giving Operations:

• Intake & evaluation
• Partner with the sponsorship team to support the intake and coordination of sponsorship and charitable giving requests, helping ensure requests move through the appropriate process and stakeholders remain informed along the way.
• Participate in the internal review of opportunities against the firm’s criteria, including employee or client involvement, community impact, ROI potential, attendee or participant data capture, and alignment with market goals and budgets.
• Work alongside market leaders to gather necessary information, facilitate discussions, and support documentation of move-forward decisions before the organization is engaged.
• Negotiation & documentation

• Serve as the single point of contact with third-party organizations and negotiate terms, benefits, and activation rights on behalf of Mercer Advisors.

• Identify branding and collateral needs, including logo placement, branded merchandise, and ...

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