What are the responsibilities and job description for the Corporate Events Planning Lead position at SWMG?
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
Salary : $65,000 - $75,000