Event Coordinator

Retire SMART Holdings, Inc.•Omaha, NE

About The Position

Retire SMART, an independent financial advisor firm, is seeking an Event Coordinator to plan and execute events in the Omaha and Lincoln markets. The role handles more than 100 events annually, including more than 70 hosted in the early evenings, and supports the firm’s marketing and client-service efforts. The coordinator creates marketing collateral, manages event logistics, and works with the team to improve event strategies. The role uses Wealthbox, Active Campaign, Box, and AI suites.

Requirements

Exceptional verbal and written communication skills, including the ability to build relationships and convey ideas clearly.
Proactive, detail-oriented approach and ability to manage multiple tasks.
Background in marketing coordination and ability to create campaigns and engage audiences.
Ability to handle sensitive information with discretion and professionalism.
Ability to sit for extended periods, walk short distances within the office, lift and carry up to 50 pounds, and reach above and below shoulder level to access items or equipment.

Nice To Haves

Three or more years of event management experience.
Experience with digital marketing and mail houses.
Proficiency in Adobe, Photoshop, and Microsoft Office.
Solid understanding of marketing techniques.

Responsibilities

Lead event planning, from developing event ideas through execution in the Omaha and Lincoln markets.
Create and prepare marketing collateral.
Manage event scheduling, vendor negotiations, speaker arrangements, and CRM management.
Use Wealthbox, Active Campaign, Box, and AI suites.
Collaborate with the team to refine and implement event strategies.