Marketing Events Coordinator

CaptrustAlexandria, VA
12dHybrid

About The Position

CAPTRUST is seeking a Marketing Events Coordinator to support our Business Development team by planning and executing a wide range of client and prospect events—from educational webinars to in‑person seminars. This role is responsible for delivering seamless, high‑quality, and engaging experiences by managing all aspects of event logistics, including venue and theme selection, communications, invitations, follow-up, content distribution, and on-site coordination. The ideal candidate is highly organized, service‑oriented, and able to perform effectively under tight deadlines while maintaining the highest professional and ethical standards. Primary responsibilities may include the following, among others:

Requirements

  • 2+ years of marketing experience preferred
  • 2+ years managing logistics for events, including multiple events simultaneously
  • Experience working for an organization that provides retirement plan services a plus

Nice To Haves

  • Exceptional organizational skills with the ability to prioritize effectively
  • Proactive, self‑driven, and able to take initiative without prompting
  • Excellent communication and interpersonal skills; able to work confidently with internal and external stakeholders
  • High attention to detail and commitment to accuracy, quality, and meeting deadlines
  • Proven ability to manage multiple tasks and projects simultaneously
  • Collaborative team player with a willingness to assist wherever needed
  • Demonstrates professionalism, sound judgment, and adherence to internal business conduct standards
  • Ability to adapt quickly in a fast‑paced environment.

Responsibilities

  • Own the end‑to‑end event lifecycle (strategy, planning, execution, and follow‑up) for client and prospect programs—webinars, seminars, client forums, and partner activations—against business development goals and an annual events calendar
  • Build project plans and run‑of‑show timelines; define milestones, owners, and proactively escalate potential roadblocks
  • Source and secure venues/vendors (A/V, catering, décor, transportation); negotiate terms, and coordinate day‑of logistics and load‑in/out
  • Set and track budgets ; reconcile final actuals against budget; report cost per registrant/attendee
  • Coordinate staffing plans (greeters, speakers, exec hosts) and on‑site roles; lead day‑of execution and post‑mortems
  • Build and manage registration sites and workflows including confirmation, reminder, and waitlists, own attendee data hygiene and list management
  • Coordinate speaker briefings , agendas, and presentations; collect, QA, and distribute materials; manage event collateral and signage.
  • Define and track success metrics (registrations, show rate, engagement, satisfaction/NPS, cost/attendee, influenced/sourced pipeline in partnership with) marketing team
  • Maintain detailed event records ; deliver insights and recommendations to improve program effectiveness and ROI
  • Coordinate internal meetings and executive reviews tied to events (briefings, prep sessions, dry‑runs)
  • Work cross‑functionally with Business Development, Marketing, Creative/Brand, Compliance, to ensure flawless execution .

Benefits

  • Company discretionary bonus.
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
  • Paid time off (PTO) or Paid Sick Leave (PSL)
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