Event Marketing Coordinator

Wealth Enhancement Group AcquisitionDenver, CO
38d$65,000 - $80,000Remote

About The Position

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Are you a self-starter with a passion for event planning? Are you skilled in project management and delightfully detailed? Do you bring fresh ideas, enthusiasm and curiosity to your work? If you answered yes to these questions this role could be for you! We are looking for an Event Marketing Coordinator to play a key role in our firm's growth by supporting the planning and execution of events across the country. This role will support our Marketing and Partner Programs teams with planning, development, and execution of educational seminars, tradeshows, conferences, and networking and hospitality events. In the spirit of pay transparency, we are excited to share the base salary range for this position is $65,000.00 to $80,000.00, exclusive of bonuses and benefits. This position is also eligible for an annual team bonus. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one. This is a remote role, however priority will be given to candidates who meet the following criteria: Located in the Colorado area (ideally Denver) Able to travel 50% of the time for events

Requirements

  • Four-year degree in marketing or related field
  • 2 years of event marketing experience
  • Project management experience
  • Ability to prioritize workflow and projects
  • Well-organized with excellent multi-tasking abilities
  • Polished, excellent communication and interpersonal skills
  • Readiness to adapt to new processes and technologies
  • Good problem-solving skills, willingness to dig into issues and present possible solutions
  • Innovative thinking and resourceful
  • Ability to be flexible and to collaborate as part of a growing, cross-functional team
  • High level of comfort with technology, including registration technology and A/V set-up
  • Knowledge of Microsoft Office, particularly Excel
  • Ability to travel 50%

Responsibilities

  • Support all aspects of networking and hospitality events.
  • Research and secure venues, approve menus, and develop seating plans.
  • Communication with speakers, advisor teams, and event staff.
  • Prepare and ship event materials such as nametags, collateral, and technology.
  • Main point person at events: ensure smooth operation with the venue, in addition to onsite event staffing, greet attendees, managing speakers and perform all follow up reporting.
  • During and post-event: encourage attendees to partner with Wealth Enhancement on their financial planning needs.
  • Drive attendance for events, while executing them on-time and on-budget
  • Collaborate and drive strong relationships with key contributors.
  • Coordinate various marketing tactics including direct mail, email, radio, and social media to drive event attendance.
  • Comprehensive project management including the use of Wrike, our project management and collaboration software.
  • Proofing, routing and version control of marketing materials.
  • Maintain event budgets and process invoices.
  • Prepare regular and proactive status updates.
  • Manage event details in Salesforce to ensure proper results tracking.
  • Coordinate data entry with Operations team post-event.
  • Keep open lines of communication with internal sales team to capture feedback.
  • Research, recommend and implement event activities as needed to deliver on "best in class" standards and to further improve efficiencies.

Benefits

  • Training and professional development
  • Medical, dental and vision coverage (Available to employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Number of Employees

501-1,000 employees

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