Event Coordinator

Wealth.com

33d • Remote

About The Position

We are seeking an Event Coordinator to support and execute Wealth.com’s growing portfolio of in-person and virtual events, including industry conferences, partner activations, educational experiences, and internal company events. This role is critical to bringing the Wealth.com brand and culture to life through polished, well-orchestrated experiences that support sales, marketing, and customer success.

Requirements

• 3+ years of experience coordinating or managing events in a startup, agency, or high-growth environment.
• Demonstrated ability to deliver polished, high-quality events with strong attention to detail.
• Strong project management skills with the ability to prioritize effectively, communicate clearly, and manage multiple workstreams simultaneously.
• Excellent verbal and written communication skills, with confidence working with executives, partners, and external vendors.
• Proven ability to remain organized, positive, and solutions-oriented in fast-paced and time-sensitive environments.
• This role requires up to 30% travel to support event execution and onsite responsibilities.

Nice To Haves

• Familiarity with event, sales, or marketing platforms such as HubSpot, Salesforce, Bizzabo, Cvent, or Wistia is a plus.
• Experience in fintech or financial services is a plus, but not required.

Responsibilities

• Plan and execute in-person events that support Wealth.com’s brand, pipeline, and partner objectives across advisor, client, and strategic audiences.
• Develop and manage detailed event timelines, budgets, and run-of-show documentation with precision and accountability.
• Coordinate end-to-end logistics, including venue research, vendor sourcing, shipping, staffing, communications, and event technology.
• Partner closely with Marketing, Sales, and Customer Success to align event execution with broader go-to-market goals.
• Support internal event representatives with preparation materials, pre-event briefings, post-event debriefs, and on-site coordination.
• Lead day-of execution, ensuring a calm, professional presence while proactively troubleshooting and resolving issues.
• Collaborate with Marketing to support promotional efforts, including landing pages, email campaigns, and social content tied to events.
• Measure event performance and deliver post-event reporting with insights and recommendations for continuous improvement.

Benefits

• Competitive salary.
• Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.
• Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
• 100% company-paid basic life insurance, short-term and long-term disability insurance.
• 100% paid parental leave upon eligibility.
• Company equity managed through Carta.
• 401k with match and 100% vesting upon hire.
• Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
• Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees