Our client, a registered investment advisory firm, is seeking a dynamic, and talented Marketing Events Coordinator to to join their marketing team.

This role is hybrid (4 days in office for the first 90 days, then hybrid 3 days in the office). Candidates must be open to attending events held after standard working hours (4-6 events a month).

Events are held at various locations across the DMV area.

A typical week will include :

• 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
• Maintain and update vendor 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

Minimum education and experience :

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

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

What’s in it for you beyond the salary :

• 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
• Free Financial planning
• Educational Reimbursement plan to include Tuition Reimbursement and Continuing
• Education / Designation Renewals

Last updated : 2024-05-09