The role of Managing Director, Commercial Operations responsible for managing all aspects of event strategy, underwriting, content, and membership regarding the Wealth & Asset Management Team’s advisor business. Reporting to the Global Head, Wealth & Asset Management, you will drive measurable strategies for growth, quantitative and qualitative analysis, sponsor synergy, and creative engagement across WAM’s portfolio of global live, virtual, and hybrid events. The role also entails development of the team’s international business opportunities. The ideal candidate will be passionate in pursuing revenue and membership growth opportunities across the global wealth management ecosystem, and be fully aware of key industry trends that inform our event, content, and membership offerings.
Job Requirements & Responsibilities:
Manage strategic planning informing overall event, partnership and membership offerings
Schedule the Wealth & Asset Management team calendar of global Advisor Summits, digital events, external and partnership offerings
Track and analyze revenue, expenses, and profit results to inform strategy
Proactively support business management with long-term planning initiatives.
Oversee promotional schedule, messaging, attendee experience and production for Barron’s Advisor Summits
Oversee the live journalism and related digital content development function globally.
Liaise with core Barron’s product, editorial, and leadership teams to foster alignment and integration with broader Barron’s Group initiatives and strategy
Vet production, platform, creative agency, and experiential vendors and manage their projects, production timeline, costs, and quality control
Develop best practices for content hosting, interactive event technology solutions, virtual lead generation, and broadcast and hybrid presentation.
Collaborate with the product, marketing, and sales teams to bring business initiatives to life -- on brand, on time, on budget
Provide data-led assessments of existing processes and productions, offering detailed analysis and solution ideation for improvement.
Ability to work collaboratively with others on team.
Exceptional relationship management and communication skills.
Ability to analyze revenue, profit, and membership results to inform strategy
Deep knowledge of the capital markets, wealth advisory, and financial services industry.
Ability to identify key global wealth market trends and adjust strategies accordingly.
Exemplary written and verbal communication, interpersonal, and presentation skills
Capability to move easily between generating big, creative ideas, and driving ongoing process improvement
Experience working cross-functionally across multiple teams and disciplines
Ability to implement and execute complex strategic partnerships.
Ability to Travel to events and meetings.
Bachelors Degree preferred
Minimum 10 years of professional experience.
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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status. EEO/AA/M/F/Disabled/Vets .
Dow Jones is committed to providing reasonable accommodation for qualified individuals with disabilities, in our job application and/or interview process. If you need assistance or accommodation in completing your application, due to a disability, please reach out to us at TalentResourceTeam@dowjones.com. Please put “Reasonable Accommodation" in the subject line.
Business Area: BG - OFFICE
Job Category: Sales Ops/Planning/Support Group
Since 1882, Dow Jones has been finding new ways to bring information to the world’s top business entities. Beginning as a niche news agency in an obscure Wall Street basement, Dow Jones has grown to be a worldwide news and information powerhouse, with prestigious brands including The Wall Street Journal, Dow Jones Newswires, Factiva, Barron’s, MarketWatch and Financial News.
This longevity and success is due to a relentless pursuit of accuracy, depth and innovation, enhanced by the wisdom of past experience and a solid grasp on the future ahead. More than its individual brands, Dow Jones is a modern gateway to intelligence, with innovative technology, advanced data feeds, integrated solutions, expert research, award-winning journalism and customizable apps and delivery systems to bring the information that matters most to customers, when and where they need it, every day.
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Req ID: 25284