Corporate Events Planning Lead

We are seeking an Events Planning Lead to join our growing team. The ideal candidate is highly personable, engaging, and exceptionally organized, with the ability to manage multiple moving parts while maintaining a polished and professional presence. This individual must demonstrate the highest level of integrity and have a proven reputation for putting clients first in every interaction. If you thrive in a fast paced environment, enjoy building relationships, and take ownership of results, we would love for you to apply.

Why Strittmatter? Strittmatter Wealth Management Group, LLC is a boutique financial planning and investment firm located in Fort Worth, Texas. Since 2007, we have specialized in retirement planning, investment management, and business planning. As an independent investment firm, we offer unique investment opportunities not commonly available at traditional firms, including Alternative Investments, Private Real Estate portfolios, and access to world class Institutional Managers. Our firm is committed to delivering a best-in-class client experience while maintaining a professional, collaborative, and growth-oriented culture.

Job Duties and Responsibilities

Plan, coordinate, and attend seminars, webinars, educational classes, and client appreciation events throughout the Fort Worth area

Lead and manage the events team to ensure seamless execution and consistent brand standards

Confirm and schedule event attendees using approved call scripts and follow up processes

Troubleshoot and resolve issues that arise before, during, and after events

Drive conversion of event attendees into scheduled prospective client appointments

Engage attendees in meaningful conversations and build rapport quickly and professionally

Process post event evaluation forms and accurately input data into the CRM system

Schedule qualified attendees for complimentary consultations with advisors

Track and report weekly KPIs using spreadsheets and internal reporting tools

Manage a high-volume calendar of more than 150 events annually

Maintain availability for Tuesday and Thursday evening events, Friday afternoon events, and two to three weekends per year

Photograph events using an iPhone and maintain organized photo records

Create and post event promotions on social media platforms and track performance metrics

Publish event photos and engagement highlights across social media channels

Job Requirements

Minimum of three years of experience in event planning or event management

Formal or practical training or experience in marketing and sales strategies

Availability to work Tuesday and Thursday evenings for scheduled events

Required Skills

Highly motivated, detail oriented, and results driven

Prior experience in event management, hospitality, marketing, or a related field

Demonstrated success as an event specialist or similar leadership role

Excellent verbal and written communication skills

Creative thinker with strong attention to detail

Ability to remain calm under pressure while meeting tight deadlines

Strong problem-solving skills in fast paced environments

Professional, personable, and courteous in all interactions

Confident public speaking and presentation abilities

Exceptional organizational and time management skills

Commitment to delivering a high level of client service in a composed and professional manner

Ability to work independently while collaborating effectively within a team environment

Compensation: $65,000-$75,000 annually

Job Type: Full-time

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance