Marketing Coordinator

2 weeks ago


Alexandria, United States Schechter Reed Full time

Our client, a registered investment advisory firm, is seeking a dynamic, and talented Marketing Events Coordinator to to join their marketing team.

This role is hybrid (4 days in office for the first 90 days, then hybrid 3 days in the office). Candidates must be open to attending events held after standard working hours (4-6 events a month). Events are held at various locations across the DMV area.

A typical week will include:

  • Fully manage all prospecting and client events – from planning to holding the event and post-event follow-up and tracking
  • Budget, monitor, and handle expenses for all events
  • Provide a welcoming and superior experience for event attendees
  • Ensure each event has appropriate Marketing/CWM coverage
  • Track success of all event campaigns, research event best practices, and recommend innovative options to test
  • Work with the Marketing team to monitor and track lead generation, and assess event and event marketing effectiveness
  • Track and manage inventory of promotional items, including identifying new items
  • Maintain strong relationships with vendors, updating contracts and files as appropriate
  • Maintain and update vendor contracts and files as appropriate
  • Attend prospect and client functions, including evening events as required
  • Develop, schedule, plan, and execute monthly client webinars and a quarterly client appreciation event
  • Ensure regulatory compliance is followed
  • Communicate across functional teams to effectively support client relationships and projects

Minimum education and experience:

  • 2 or more years of marketing experience, and/or 2 or more years managing logistics for events, including multiple events simultaneously
  • Microsoft Office proficiency

Preferred:

  • Bachelor of Science in Marketing (or related field degree)
  • Experience with Salesforce CRM and/or Pardot
  • 2 or more years of customer service experience

What’s in it for you beyond the salary:

  • 5 weeks of PTO annually
  • Medical, Dental, and Vision Insurance
  • Long-Term and Short-Term Disability
  • Employer-paid Life and AD&D insurance with the option to purchase additional coverage
  • 401(k) with company match
  • Bonus Plan
  • Free Financial planning
  • Educational Reimbursement plan to include Tuition Reimbursement and Continuing
  • Education/Designation Renewals


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