📌 Core Information
🔹 Job Title: Event Marketing Manager, APAC
🔹 Company: Ideals
🔹 Location: Shanghai, Shanghai, China
🔹 Job Type: Full-Time
🔹 Category: Marketing
🔹 Date Posted: 2025-07-09
🔹 Experience Level: 5-10 years
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Leading event strategy across APAC to elevate brand awareness and generate leads
- Collaborating with cross-functional teams and external partners for successful event execution
- Tailoring events to the financial services sector, including investment banking, private equity, and M&A
- Securing industry-relevant speakers and driving targeted attendee acquisition
- Hosting webinars, hybrid events, and leveraging the M&A Community platform to grow reach and visibility
ASSUMPTION: This role requires a high level of autonomy and strategic thinking to create and execute impactful events tailored to the financial sector.
📋 Key Responsibilities
✅ Design and lead event strategies tailored to financial audiences
✅ Plan and execute exclusive, high-impact events for C-level finance professionals and dealmakers
✅ Secure industry-relevant speakers to position our brand as a trusted authority in dealmaking
✅ Drive targeted attendee acquisition to attract potential clients and strategic partners
✅ Facilitate networking opportunities such as roundtables and 1:1 meetings that generate business leads
✅ Host webinars and hybrid events that address key topics in M&A, compliance, and dealmaking
✅ Leverage the M&A Community platform to grow our reach and visibility among finance professionals
✅ Track event success through qualified leads, engagement, and pipeline impact, using data to optimize future events
✅ Build industry relationships by attending top finance events and partnering with banks, associations, and advisors
ASSUMPTION: This role involves frequent travel and working with various stakeholders to ensure successful event execution.
🎯 Required Qualifications
Education: Bachelor's degree in Marketing, Communications, or a related field
Experience: 5+ years of experience in event management, PR, or communications, with at least 2+ years focused on financial services
Required Skills:
- Proven track record in event marketing, community engagement, or customer-facing roles within the financial sector
- Working knowledge of deal workflows, due diligence processes, and compliance standards in financial transactions
- Strong project management skills with the ability to execute high-impact events under tight deadlines and crisis-resolution skills
- Proven track record in B2B event planning, including webinars, conferences, and executive briefings
- Experience with virtual event platforms and CRM tools (Salesforce, HubSpot)
- Exceptional communication and ability to engage C-level finance professionals
- Fluent Chinese (Mandarin) and English (B2 level and above)
Preferred Skills:
- Experience with the M&A Community platform
- Knowledge of the global financial services industry
- Familiarity with the APAC market
ASSUMPTION: Candidates with experience in the financial sector and a strong understanding of deal workflows will be most successful in this role.
💰 Compensation & Benefits
Salary Range: Based on industry standards for a Marketing Manager role in Shanghai with 5-10 years of experience, the estimated salary range is CNY 350,000 - 500,000 per year.
Benefits:
- Home workplace budget (up to 1,000 USD)
- Co-working expense coverage
- Individual IT budget for extra equipment (up to 1,000 USD)
- Access to Ideals Academy with numerous courses
- Investment in external learning and development activities
- Guidance in Personal Development Plan creation
- Professional literature and subscriptions coverage
- Support of your passion as a speaker or writer
- Internal talent mobility opportunities
- Tailored Wellness Package for physical and mental health (up to 15,000 RMB per year)
- 'Five Insurances and One Fund' contributions
- Funding for sports competitions
- 20 business days of paid time off per year
- Unlimited health-related time-off
- Team-building events
- Budget for local gatherings in global locations
- Generous internal referral program
Working Hours: Full-time position with standard business hours, Monday to Friday, 9:00 AM to 6:00 PM (with flexibility for event-related tasks)
ASSUMPTION: The salary range is estimated based on market research and may vary depending on the candidate's experience and skills.
📌 Applicant Insights
🔍 Company Context
Industry: Ideals is a global B2B SaaS product company specializing in secure business collaboration and dealmaking solutions. They are recognized as the most highly rated and customer-centric brand in their market.
Company Size: Ideals has 201-500 employees globally, with a presence in multiple countries, including China, the United States, the United Kingdom, Brazil, and Germany.
Founded: Ideals was founded in 2008 and has since served over 2 million users from 175,000 companies worldwide.
Company Description:
- Ideals provides market-leading virtual data room (VDR) services to support M&A, IPOs, fundraising, private equity, and other financial transactions.
- Their platform enables secure document sharing during the due diligence phase of a transaction, accelerating critical business decisions.
- Ideals has been independently rated as the leading VDR provider on G2 for five consecutive years.
Company Specialties:
- Virtual Data Rooms
- Capital Markets (IPOs, ECM & DCM)
- Online Due Diligence
- Mergers & Acquisitions (M&A)
- Corporate Finance
- Secure online document exchanges
- Deal Document Support
- Restructuring and Bankruptcy
- Secure File Sharing
- Clinical Trial Management Tools
Company Website: Ideals
ASSUMPTION: Ideals' focus on the financial services sector and commitment to customer-centricity make it an attractive employer for candidates interested in the industry.
📊 Role Analysis
Career Level: This role is at the mid-career level, requiring significant experience in event management and a strong understanding of the financial services sector.
Reporting Structure: The Event Marketing Manager will report directly to the Head of Marketing or a similar role and collaborate with cross-functional teams, including sales, product, and content.
Work Arrangement: This is an on-site role based in Shanghai, with frequent travel required for event attendance and execution.
Growth Opportunities:
- Progression to a senior or director-level role within the marketing department
- Expansion into a regional or global event marketing leadership position
- Transition into a related role, such as demand generation or customer success, based on the candidate's interests and skills
ASSUMPTION: Success in this role may lead to increased responsibilities and career advancement opportunities within the marketing department or related functions.
🌍 Location & Work Environment
Office Type: Ideals' Shanghai office is a modern, collaborative workspace designed to foster creativity and productivity.
Office Location(s): Room 2015-16, 20/F, Mirae Asset, No. 166 Lujiazui Ring Rd, Pudong District, Shanghai, China
Geographic Context:
- Shanghai is a major financial hub and the most populous city in China, with a vibrant business ecosystem
- The city is home to numerous Fortune 500 companies and global financial institutions
- Shanghai's strategic location and time zone make it an ideal base for managing events across the APAC region
Work Schedule: Standard business hours, Monday to Friday, with flexibility for event-related tasks and travel
ASSUMPTION: The dynamic and fast-paced nature of event marketing may require working outside of standard business hours, particularly during events and critical planning stages.
💼 Interview & Application Insights
Typical Process:
- Online application submission through the provided link
- Phone or video screen with the HR department to discuss the role and qualifications
- In-depth behavioral and skills-based interview with the hiring manager and/or team members
- Final interview with the Head of Marketing or a similar role, focusing on cultural fit and long-term goals
- Background check and offer extension for the successful candidate
Key Assessment Areas:
- Event planning and execution skills
- Industry knowledge and understanding of financial transactions
- Communication and stakeholder management abilities
- Cultural fit with Ideals' values and work environment
- Problem-solving and adaptability in high-pressure situations
Application Tips:
- Tailor your resume and cover letter to highlight relevant event management experience and skills
- Demonstrate your understanding of the financial services sector and Ideals' products
- Prepare examples of successful events you've planned and executed, focusing on outcomes and impact
- Showcase your ability to work collaboratively with cross-functional teams and external partners
- Follow up with the HR department one week after your application to express your interest in the role
ATS Keywords: Event Marketing, Event Planning, Financial Services, APAC, Shanghai, Mandarin, English, B2B, CRM, Salesforce, HubSpot, Webinars, Conferences, Executive Briefings, Networking, Lead Generation, Pipeline Impact, Stakeholder Engagement, C-Level Communication
ASSUMPTION: Ideals' recruitment process is designed to assess candidates' skills, experience, and cultural fit, with a focus on finding the best fit for the role and the organization.
🛠️ Tools & Technologies
- CRM: Salesforce, HubSpot
- Virtual Event Platforms: Zoom, Hopin, or similar
- Marketing Automation: Marketo, Pardot, or similar
- Project Management: Asana, Trello, or similar
- Design: Canva, Adobe Creative Suite, or similar
ASSUMPTION: Familiarity with these tools and technologies is preferred, but Ideals will provide training and support to help the successful candidate develop the necessary skills.
👔 Cultural Fit Considerations
Company Values:
- Commitment: Dedication to customer success and continuous improvement
- Excellence: Pursuit of high-quality standards and exceptional results
- Collaboration: Working together to achieve common goals and drive success
- Trust: Building strong, reliable relationships with customers, partners, and team members
- Care: Fostering a supportive and inclusive work environment that prioritizes employee well-being
Work Style:
- Fast-paced and dynamic, with a focus on execution and results
- Collaborative and team-oriented, with a strong emphasis on cross-functional cooperation
- Adaptable and resilient, with the ability to thrive in changing circumstances
- Customer-centric, with a deep understanding of customer needs and preferences
Self-Assessment Questions:
- Do you share Ideals' commitment to customer success and continuous improvement?
- Are you comfortable working in a fast-paced, dynamic environment with frequent travel?
- Do you thrive in collaborative, cross-functional teams and enjoy working with external partners?
- Are you passionate about the financial services sector and eager to learn about deal workflows and transactions?
ASSUMPTION: Candidates who align with Ideals' values and work style will be most successful in this role and contribute to the company's continued growth and success.
⚠️ Potential Challenges
- Managing multiple events simultaneously, requiring strong organizational skills and attention to detail
- Working with diverse stakeholders, including C-level finance professionals, external partners, and internal teams, demanding exceptional communication and interpersonal skills
- Adapting to changing event formats and requirements, requiring flexibility and adaptability
- Meeting tight deadlines and managing event-related crises, demanding strong problem-solving skills and resilience
- Navigating the APAC region's diverse cultural landscape, requiring cultural sensitivity and understanding
ASSUMPTION: These challenges can be overcome with strong event management skills, strategic planning, and a commitment to continuous learning and improvement.
📈 Similar Roles Comparison
- Unlike traditional marketing roles, this position focuses heavily on event planning and execution, with a strong emphasis on lead generation and pipeline impact
- Compared to other event marketing roles, this position requires a deep understanding of the financial services sector and deal workflows
- Career progression in this role may lead to senior or director-level positions within marketing or related functions, rather than transitioning to a different industry
ASSUMPTION: This role offers a unique opportunity to leverage event marketing skills in the financial services sector, with potential for career growth and advancement within Ideals or related organizations.
📝 Sample Projects
- Planning and executing a high-impact, invitation-only event for C-level finance professionals, featuring industry-relevant speakers and targeted networking opportunities
- Hosting a webinar series focused on M&A trends, compliance standards, and best practices for dealmaking professionals
- Leveraging the M&A Community platform to grow Ideals' reach and visibility among finance professionals, including targeted content marketing and community engagement strategies
ASSUMPTION: These sample projects demonstrate the strategic and tactical aspects of event marketing in the financial services sector, with a focus on lead generation, brand awareness, and customer engagement.
❓ Key Questions to Ask During Interview
- Can you describe the most challenging event you've planned and executed, and how you overcame any obstacles?
- How do you approach securing industry-relevant speakers for events, and how do you ensure their content aligns with our brand and target audience?
- How do you balance the need for high-impact events with the constraints of budget, resources, and timeline?
- Can you provide an example of a successful event you've planned that generated significant leads or pipeline impact, and how you measured its success?
- How do you stay up-to-date with industry trends and best practices in event marketing, particularly in the financial services sector?
- How do you approach building and maintaining relationships with external partners, such as banks, associations, and advisors?
ASSUMPTION: These questions will help assess the candidate's event management skills, industry knowledge, and cultural fit with Ideals' values and work environment.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight relevant event management experience and skills, with a focus on the financial services sector
- Prepare examples of successful events you've planned and executed, focusing on outcomes and impact
- Demonstrate your understanding of Ideals' products and the role's requirements
- Follow up with the HR department one week after your application to express your interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
