Schechter Reed
Marketing Events Coordinator
Schechter Reed, Alexandria, Virginia, us, 22350
Job Title: Marketing Events Coordinator
Status: Full Time / ExemptDept: Marketing
Working Environment: This position is hybrid after demonstrated mastery of core competencies.JOB POSITION SUMMARY:
This is an exciting opportunity to be responsible for developing and coordinating all client and prospect events, from educational webinars and in-person seminars to client appreciation events. Creativity and attention to detail are important aspects of what you must bring to this role to ensure the flawless delivery of top-quality educational, fun, and engaging events. You get to recommend and select event locations, seminar/event themes, and manage the logistics, including event communication, invitations and follow-up, content inventory, and materials. An important part of your role is helping track the events’ success, manage the leads, and ensure that reporting helps us learn and always improve. This position reports to the Marketing Manager.ESSENTIAL JOB FUNCTIONS AND DUTIES:To perform this job successfully, you must -Fully manage all prospecting and client events – from planning to holding the event and post-event follow-up and trackingBudget, monitor, and handle expenses for all eventsProvide a welcoming and superior experience for event attendeesEnsure each event has appropriate Marketing/CWM coverageTrack success of all event campaigns, research event best practices, and recommend innovative options to testWork with the Marketing team to monitor and track lead generation, and assess event and event marketing effectivenessTrack and manage inventory of promotional items, including identifying new itemsMaintain strong relationships with vendors, updating contracts and files as appropriateAttend prospect and client functions, including evening events as requiredDevelop, schedule, plan, and execute monthly client webinars and a quarterly client appreciation eventEnsure regulatory compliance is followedCommunicate across functional teams to effectively support client relationships and projectsREQUIRED KNOWLEDGE, SKILLS AND ABILITIES
The requirements listed below are representative of the knowledge, skill, and/or ability required in this job position.Willingness and desire to learnStrong problem-solving skillsProactive, self-motivated professionalExceptional communication and people skillsDedication to accuracy, detail, and deadlinesComfortable with change and strong focus on identifying and offering solutionsOrganized and able to manage multiple tasks/projects“Team player" mindset, willingness to jump in and help where neededUphold a professional image with external and internal business contactsWork ethically and with integrity, including maintaining prospect, client, and firm confidentiality.Ability to adapt and integrate new technology quicklyMINIMUM EDUCATION AND EXPERIENCERequired:2 or more years of marketing experience, and/or2 or more years managing logistics for events, including multiple events simultaneouslyPreferred:Bachelor of Science in Marketing (or related field degree)Experience with Salesforce CRM and/or Pardot2 or more years of customer service experienceBenefits:5 weeks of PTO annuallyMedical, Dental, and Vision InsuranceLong Term and Short Term DisabilityEmployer paid Life and AD&D insurance with the option to purchase additional coverage401(k) with company matchBonus PlanEducational Reimbursement plan to include Tuition Reimbursement and Continuing Education/Designation RenewalsAbout Us:
We specialize in helping our clients navigate difficult life transitions by providing comprehensive financial planning services. Our ultimate objective, in every interaction, is to make our clients say, “Wow!” At our company, we pride ourselves on hiring teammates who will embody this goal.
Status: Full Time / ExemptDept: Marketing
Working Environment: This position is hybrid after demonstrated mastery of core competencies.JOB POSITION SUMMARY:
This is an exciting opportunity to be responsible for developing and coordinating all client and prospect events, from educational webinars and in-person seminars to client appreciation events. Creativity and attention to detail are important aspects of what you must bring to this role to ensure the flawless delivery of top-quality educational, fun, and engaging events. You get to recommend and select event locations, seminar/event themes, and manage the logistics, including event communication, invitations and follow-up, content inventory, and materials. An important part of your role is helping track the events’ success, manage the leads, and ensure that reporting helps us learn and always improve. This position reports to the Marketing Manager.ESSENTIAL JOB FUNCTIONS AND DUTIES:To perform this job successfully, you must -Fully manage all prospecting and client events – from planning to holding the event and post-event follow-up and trackingBudget, monitor, and handle expenses for all eventsProvide a welcoming and superior experience for event attendeesEnsure each event has appropriate Marketing/CWM coverageTrack success of all event campaigns, research event best practices, and recommend innovative options to testWork with the Marketing team to monitor and track lead generation, and assess event and event marketing effectivenessTrack and manage inventory of promotional items, including identifying new itemsMaintain strong relationships with vendors, updating contracts and files as appropriateAttend prospect and client functions, including evening events as requiredDevelop, schedule, plan, and execute monthly client webinars and a quarterly client appreciation eventEnsure regulatory compliance is followedCommunicate across functional teams to effectively support client relationships and projectsREQUIRED KNOWLEDGE, SKILLS AND ABILITIES
The requirements listed below are representative of the knowledge, skill, and/or ability required in this job position.Willingness and desire to learnStrong problem-solving skillsProactive, self-motivated professionalExceptional communication and people skillsDedication to accuracy, detail, and deadlinesComfortable with change and strong focus on identifying and offering solutionsOrganized and able to manage multiple tasks/projects“Team player" mindset, willingness to jump in and help where neededUphold a professional image with external and internal business contactsWork ethically and with integrity, including maintaining prospect, client, and firm confidentiality.Ability to adapt and integrate new technology quicklyMINIMUM EDUCATION AND EXPERIENCERequired:2 or more years of marketing experience, and/or2 or more years managing logistics for events, including multiple events simultaneouslyPreferred:Bachelor of Science in Marketing (or related field degree)Experience with Salesforce CRM and/or Pardot2 or more years of customer service experienceBenefits:5 weeks of PTO annuallyMedical, Dental, and Vision InsuranceLong Term and Short Term DisabilityEmployer paid Life and AD&D insurance with the option to purchase additional coverage401(k) with company matchBonus PlanEducational Reimbursement plan to include Tuition Reimbursement and Continuing Education/Designation RenewalsAbout Us:
We specialize in helping our clients navigate difficult life transitions by providing comprehensive financial planning services. Our ultimate objective, in every interaction, is to make our clients say, “Wow!” At our company, we pride ourselves on hiring teammates who will embody this goal.