Job Details
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