Job Description

Job Title: Marketing Events Coordinator

Status: Full Time / Exempt

Dept: Marketing

Working Environment: This position is hybrid after demonstrated mastery of core competencies.

JOB POSITION SUMMARY:

This is an exciting opportunity to be responsible for developing and coordinating all client and prospect events, from educational webinars and in-person seminars to client appreciation events. Creativity and attention to detail are important aspects of what you must bring to this role to ensure the flawless delivery of top-quality educational, fun, and engaging events. You get to recommend and select event locations, seminar/event themes, and manage the logistics, including event communication, invitations and follow-up, content inventory, and materials. An important part of your role is helping track the events’ success, manage the leads, and ensure that reporting helps us learn and always improve. This position reports to the Marketing Manager.

ESSENTIAL JOB FUNCTIONS AND DUTIES:

To perform this job successfully, you must -

• Fully manage all prospecting and client events – from planning to holding the event and post-event follow-up and tracking
• Budget, monitor, and handle expenses for all events
• Provide a welcoming and superior experience for event attendees
• Ensure each event has appropriate Marketing/CWM coverage
• Track success of all event campaigns, research event best practices, and recommend innovative options to test
• Work with the Marketing team to monitor and track lead generation, and assess event and event marketing effectiveness
• Track and manage inventory of promotional items, including identifying new items
• Maintain strong relationships with vendors, updating contracts and files as appropriate
• Attend prospect and client functions, including evening events as required
• Develop, schedule, plan, and execute monthly client webinars and a quarterly client appreciation event
• Ensure regulatory compliance is followed
• Communicate across functional teams to effectively support client relationships and projects

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

The requirements listed below are representative of the knowledge, skill, and/or ability required in this job position.

• Willingness and desire to learn
• Strong problem-solving skills
• Proactive, self-motivated professional
• Exceptional communication and people skills
• Dedication to accuracy, detail, and deadlines
• Comfortable with change and strong focus on identifying and offering solutions
• Organized and able to manage multiple tasks/projects
• “Team player" mindset, willingness to jump in and help where needed
• Uphold a professional image with external and internal business contacts
• Work ethically and with integrity, including maintaining prospect, client, and firm confidentiality.
• Ability to adapt and integrate new technology quickly

MINIMUM EDUCATION AND EXPERIENCE

Required:

• 2 or more years of marketing experience, and/or
• 2 or more years managing logistics for events, including multiple events simultaneously

Preferred:

• Bachelor of Science in Marketing (or related field degree)
• Experience with Salesforce CRM and/or Pardot
• 2 or more years of customer service experience

Benefits:

• 5 weeks of PTO annually
• Medical, Dental, and Vision Insurance
• Long Term and Short Term Disability
• Employer paid Life and AD&D insurance with the option to purchase additional coverage
• 401(k) with company match
• Bonus Plan
• Educational Reimbursement plan to include Tuition Reimbursement and Continuing Education/Designation Renewals

About Us:

We specialize in helping our clients navigate difficult life transitions by providing comprehensive financial planning services. Our ultimate objective, in every interaction, is to make our clients say, “Wow!” At our company, we pride ourselves on hiring teammates who will embody this goal.

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