What are the responsibilities and job description for the Event Coordinator position at Jump - Advisor AI?
Title: Events Coordinator
Reports to: Melissa Biele
Location - [Draper, UT / Park City, UT or Remote]
About The Role
We are looking for a highly motivated, exceptionally organized, and versatile Entry-Level Event Marketing Coordinator to join our fast-paced marketing team. This is a foundational role perfect for someone eager to launch a career in event marketing. While the initial focus will be on administrative support and coordination, this position offers significant opportunity for rapid professional growth and increased responsibility within the first year.
About You
Event Coordination & Administration
Must-Haves
Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant that helps financial advisors manage their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals.
Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more.
Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney.
Jump is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi.
Jump’s team values are High Velocity, World Class, and Direct Kind No Drama.
Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere.
Compensation Range: $80K - $91K
Reports to: Melissa Biele
Location - [Draper, UT / Park City, UT or Remote]
About The Role
We are looking for a highly motivated, exceptionally organized, and versatile Entry-Level Event Marketing Coordinator to join our fast-paced marketing team. This is a foundational role perfect for someone eager to launch a career in event marketing. While the initial focus will be on administrative support and coordination, this position offers significant opportunity for rapid professional growth and increased responsibility within the first year.
About You
Event Coordination & Administration
- Managing and maintaining event-related documentation, budgets, and timelines.
- Coordinating all necessary administrative tasks, including processing invoices, tracking expenses, and managing inventory of event materials (swag, booth displays, etc.).
- Handling vendor communication for smaller events, including obtaining quotes and confirming service delivery.
- Overseeing event registration, guest lists, and follow-up communication.
- Prioritizing and managing multiple event logistics concurrently (e.g., travel, shipping, setup, teardown) while adhering to strict deadlines.
- Acting as the on-site logistical support for local events and occasionally traveling for larger national events.
- Ensuring smooth communication flow between the marketing team, sales, and external partners.
- Demonstrating a willingness to tackle any task required for successful event execution—from stuffing envelopes and packing boxes to meticulous data entry and on-site setup.
- Maintaining a positive, proactive, and flexible attitude in a high-pressure environment.
Must-Haves
- Exceptional Organizational Skills: Proven ability to manage detailed lists, files, and multi-step processes without error.
- Strong Multi-tasking Ability: The capacity to juggle several projects and priorities simultaneously under tight deadlines.
- A Bachelor's degree in Marketing, Communications, Business, or a related field, OR equivalent relevant professional experience (e.g., internship, project management).
- High proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) or Google Workspace.
- Prior internship or experience in an administrative, coordination, or event-related role.
- Working knowledge of Notion, Asana, Trello, or other project management software.
- Familiarity with marketing automation or CRM software (e.g., HubSpot, Salesforce).
Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant that helps financial advisors manage their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals.
Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more.
Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney.
Jump is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi.
Jump’s team values are High Velocity, World Class, and Direct Kind No Drama.
Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere.
Compensation Range: $80K - $91K
Salary : $80,000 - $91,000