Event Coordinator

Retire SMART Holdings, Inc. • Omaha, NE

4d • $48,000 - $55,000

About The Position

Retire SMART, an independent financial advisor firm, is seeking an outgoing, detail-oriented Event Coordinator with event and marketing coordination experience. The coordinator will plan and execute more than 100 events annually in the Omaha and Lincoln markets, including more than 70 events hosted in the early evenings. The role also creates marketing materials, coordinates event logistics, and collaborates with the team to improve event strategies. The position uses Wealthbox, Active Campaign, Box, and AI suites.

The firm describes its environment as collaborative, team-centric, and committed to ongoing learning and personal development. Retire SMART serves clients through its SMART Plan process and emphasizes exceptional client service, integrity, and community participation. It is an Equal Employment Opportunity Employer and states that employees are welcome to bring their true selves to work.

Requirements

• Exceptional verbal and written communication skills and 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.

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

• Brainstorm event ideas and plan and execute events in the Omaha and Lincoln markets.
• Coordinate more than 100 events annually, including more than 70 early-evening events.
• Design and prepare marketing collateral.
• Manage event scheduling, vendor negotiations, and speaker arrangements.
• Manage CRM-related tasks using software suites including Wealthbox, Active Campaign, Box, and AI suites.
• Collaborate with the team to refine and implement event strategies.

Benefits

• Comprehensive medical, dental, and vision plans.
• 401(k) plan with matching options.
• Generous paid time off package.
• Ongoing training and development opportunities.
• Participation in charitable giving.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed