Marketing Events Coordinator at CAPTRUST Financial Advisors

, , -

Full Time

Start Date

Immediate

Expiry Date

08 May, 26

Salary

0.0

Posted On

07 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Event Planning, Logistics Management, Budget Tracking, Communication Skills, Interpersonal Skills, Attention to Detail, Project Management, Collaboration, Problem Solving, Time Management, Initiative, Professionalism, Service Orientation, Data Management, Stakeholder Engagement, Quality Assurance

Industry

Financial Services

Description

Overview WHO are we looking for? 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: 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. Qualifications Minimum Qualifications: 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 Desired Qualifications/Skills: 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. WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: 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) WHERE will you be working? 330 John Carlyle Street #400 | Alexandria, VA 22314 Hybrid after demonstrating mastery of core competencies Current event locations vary throughout Northern Virginia and Montogomery County, Maryland HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate This position will remain open until it is filled.

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Responsibilities

The Marketing Events Coordinator will manage the end-to-end lifecycle of client and prospect events, ensuring high-quality execution and alignment with business development goals. Responsibilities include logistics management, budget tracking, and cross-functional collaboration.