Marketing Events Coordinator supporting CAPTRUST's Business Development team. Planning and executing events including webinars and in-person seminars with seamless logistics and engagement.
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.
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
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.
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.
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