Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the Best Place to Work and Best Local Bank. Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together!
Summary:
The Marketing Engagement & Events Manager is responsible for developing, executing, and continuously improving PeoplesBank's event and sponsorship strategy to drive business development, customer engagement, community impact, and measurable business results. This role oversees a portfolio of business development events, sponsorship activations, grand openings, arena events, associate-led events, and community engagement initiatives, ensuring each program aligns with business objectives, enhances customer experience, strengthens relationships, and delivers measurable outcomes.
Partnering across all lines of business, this role transforms events into strategic relationship-building and business development opportunities through effective planning, governance, venue and vendor management, CRM tracking, performance measurement, and post-event follow-up. The manager serves as both a strategic leader and hands-on event professional, ensuring events are executed seamlessly, aligned with brand standards, and deliver meaningful value to the Bank, its customers, and the communities it serves. Success in this role is measured not only by flawless event execution, but by the ability to generate meaningful customer engagement, business development opportunities, community connections, and measurable return on investment.
Essential Duties and Responsibilities:
Strategic Event Planning & Program Management
- Develop and execute PeoplesBank's enterprise event strategy, ensuring all events, sponsorships, and community engagement initiatives support business objectives and deliver measurable results.
- Own the end-to-end management of the Bank's event portfolio, including event planning, budgeting, logistics, promotion, attendee experience, onsite execution, follow-up, and performance reporting.
- Research, evaluate, and secure venues, vendors, and event partners, conduct site visits and manage logistics to ensure successful event execution.
- Partner with Corporate Responsibility, business lines, and community organizations to identify strategic engagement opportunities and coordinate PeoplesBank representation.
- Establish event objectives, success metrics, governance standards, and ROI measurement processes across all event types.
- Analyze event performance and provide recommendations that improve effectiveness, efficiency, customer experience, and business outcomes.
- Manage event budgets and resources to maximize efficiency, effectiveness, and return on investment.
Event Standards, Playbooks & Associate Enablement
- Develop and maintain event playbooks, templates, toolkits, branding standards, and best practices to ensure a consistent and scalable event experience.
- Administer event intake, approval, and governance processes for associate-led and bank-sponsored events.
- Provide guidance to associates and business leaders on event selection, planning, execution, and measurement aligned with business objectives.
CRM, Reporting & Business Impact
- Partner with business lines to identify, track, and report on opportunities, referrals, appointments, pipeline activity, and other business outcomes generated through events and sponsorships. Manage event registration, attendance tracking, and CRM integration to support reporting on engagement, referrals, lead generation, and business outcomes.
- Establish post-event follow-up and reporting processes to ensure event activity and results are documented, measured, and actionable.
- Create dashboards and executive reporting that demonstrate event performance, sponsorship value, and return on investment.
- Track and report on event-driven referrals, appointments, pipeline activity, new customer opportunities, and other indicators of business impact.
Business Development Events, Sponsorships & Market Expansion
- Maximize the business value of sponsorship assets and PeoplesBank Arena events through strategic planning, attendee targeting, relationship-building opportunities, and outcome tracking.
- Oversee sponsorship fulfillment, ticket distribution, and event activation to ensure contractual obligations and business objectives are achieved.
- Develop and administer standardized playbooks for grand openings, market expansion events, and sponsorship activations to deliver a consistent OneBank experience.
- Facilitate strategic introductions and relationship-building opportunities between customers, prospects, community partners, and PeoplesBank associates.
- Partner across Retail, Commercial, Mortgage, Wealth, Marketing, and other business lines to drive coordinated customer engagement and cross-sell opportunities.
Education and Experience:
- Bachelor's degree in Marketing, Communication, Business, Event Management, or a related field or equivalent combination of education and experience.
- Demonstrated experience developing, planning, executing, and evaluating events, sponsorships, or community engagement programs.
- Demonstrated ability to connect marketing, sponsorship, or event initiatives to business objectives and measurable outcomes.
- Proficiency with CRM platforms and event management tools to track attendance, engagement, lead generation, and follow-up activities.
- Strong project management, organizational, and stakeholder management skills, with the ability to manage multiple priorities and deadlines.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint.
- Understanding of relationship-based business development, customer engagement, and sales processes.
Work Environment and Physical Demands:
This role combines strategic event planning with hands-on event execution. Frequent travel is required for venue evaluations, partner meetings, and onsite event support. Responsibilities include coordinating event setup and breakdown, transporting and organizing event materials, and ensuring successful event execution. The role requires standing, walking, lifting and carrying materials up to 40 pounds, and occasionally bending, kneeling, reaching, or working in confined spaces. Candidates must be able to work a flexible schedule, including early mornings, evenings, weekends, and occasional holidays.