Events & Partnerships Coordinator
Core
Coordinate end-to-end delivery of conferences, roadshows, webinars, and client events while managing sponsorship activations and partnerships.
Role type
Events & Partnerships Coordinator
Builds
Industry conferences, roadshows, webinars, roundtables, and client events for financial advisers, dealer groups, and investors.
Domain
Financial services / Wealth management
Required skills
Event logistics management, stakeholder management, CRM platform usage, project coordination, communication, attention to detail
Preferred skills
Financial services experience, wealth management background, professional services experience
Responsibilities
Manage end-to-end delivery of conferences, roadshows, webinars, and client events; Coordinate event logistics including venues, registrations, suppliers, travel, and catering; Support sponsorship and partnership activations; Assist with development and distribution of adviser communications and marketing collateral; Track event outcomes and identify improvement opportunities.
Seniority
Mid-level (2-5 years experience)