The #1 Estate Planning Platform in Wealth Management

Event Coordinator

EventsEventsFull TimeRemoteTeam 51-200Since 2021Company Site LinkedIn

Location

United States

Posted

64 days ago

Salary

$75K - $80K / year

3 yrs expEnglish

Job Description

• 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.

Job 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.
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.
This role requires up to 30% travel to support event execution and onsite responsibilities.

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.