Marketing Events Coordinator

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:

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

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