Onsite Event Coordinator jobs in United States
cer-icon
Apply on Employer Site
company-logo

Strategic Wealth Designers · 10 hours ago

Onsite Event Coordinator

positionMiami, FL
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$32.69/hr - $34.62/hr
date1+ years exp

Strategic Wealth Designers (SWD) is a full-service financial firm specializing in assisting individuals who are near or in retirement. They are seeking a Client Engagement Program Coordinator to execute client-facing events and implement client engagement initiatives that drive business success and revenue growth.

Financial Services
check
Growth Opportunities
Hiring Manager
Hannah Gowen
linkedin

Responsibilities

Execute all logistical components of SWD’s client-facing programs (retirement workshops, & educational dinners, client appreciation events)
Partner with sales and marketing teams to drive qualified appointment bookings through strong communication, follow-up workflows and timely outreach
Make reminder calls for events in a welcoming, friendly manner
Provide phone coverage for our phone lines
Screen registrants for events
Handle confirmation calls and emails for events
Oversee setup and execution of events each month
Coordinate and follow up on each event with the rest of the marketing team
Handle pre-work, set-up and post-event work for company events
Input all prospective appointments into CRM calendars and websites and email appointment information to prospective clients
Input, update and track client journey stages; maintain detailed prospect interaction records; support marketing with data accuracy and reporting
Complete monthly marketing inventory tracking
Handle preparation/coordination for educational events that will take place across the country
Work cross-functionally with advisors, operations and marketing to ensure program alignment with firm-wide objectives
Be willing to help in another department as needed
Assist other marketing efforts in other cities as needed
Support with handling various “shared” email inboxes
Support with Wine and Wisdom event research and coordinating
Travel to and manage 3-4 client-facing events monthly (up to 8 evenings/month), acting as a key SWD ambassador on-site
Deliver consistent, premium experiences aligned with SWD’s brand values across all touchpoints

Qualification

Program managementSales operationsEvent coordinationCRM systemsMicrosoft OfficeClient successCommunication skillsOrganizational skillsTeam collaboration

Required

Bachelor's degree or equivalent work experience in program management, sales operations, events or marketing
Experience in financial services or professional services is strongly preferred
1-2 years in a sales, program coordination or client success environment
Strong proficiency in Microsoft office and CRM systems (Salesforce and HubSpot strongly preferred)
Willingness to work evenings, travel for national events and maintain a flexible schedule

Benefits

Generous benefits package

Company

Strategic Wealth Designers

twittertwitter
company-logo
Strategic Wealth Designers is an independent retirement planning firm focused on safer money strategies & providing an unmatched experience
dateFounded in 2002
location
Indianapolis, Indiana, USA
people-size51-200 employees
web-link
https://www.swdgroup.com

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Dustin Stanley
Executive Vice President and Partner
linkedin
leader-logo
Jordan Schwartz
Partner
linkedin
Company data provided by crunchbase