Director of Client Events

4 days ago

Westminster, United States Strategic Wealth Designers Full time

Are you a spirited and detail-oriented individual with a passion for customer service? Do you thrive on creating unforgettable experiences that leave everyone saying, “Wow”? If you’re ready to harness your stellar marketing and event skills in a supportive, dynamic environment, we want you on our team


At Strategic Wealth Designers, we’re a close-knit family that values great attitudes and collaborative spirits. As our Director of Client Events, you’ll be the welcoming face for clients and prospects, ensuring every event is a hit We’re seeking someone who is organized, patient, and ready to go above and beyond—someone eager to build strong relationships within our growing team. If you’re articulate, dependable, and passionate about making a long-term impact in the financial industry, this is your chance to shine


Job Description:

The Director of Client Events is responsible for the strategic planning, development, and execution of client-focused events designed to engage and retain clients, enhance the firm's brand presence, and drive business growth. This individual will lead the client events strategy, overseeing all aspects of event management from concept through completion, including live, virtual, and hybrid events. The ideal candidate will have a strong background in event planning within the financial services or wealth management industry, exceptional organizational skills, and a passion for delivering high-quality client experiences.


Minimum Requirements:

  • Bachelor's degree in Marketing, Communications, Business, or a related field.
  • 7+ years of experience in event planning, preferably within the financial services or wealth management industry.
  • Proven track record of successfully managing both large-scale and intimate events, with an emphasis on client engagement.
  • Strong project management skills and the ability to manage multiple priorities in a fast-paced environment.
  • Excellent communication and interpersonal skills, with the ability to build relationships with internal stakeholders, clients, and external vendors.
  • Proficiency in virtual event platforms (Zoom) and event management software; Salesforce, Hubspot.
  • Analytical mindset with experience in using data to drive decision-making and measure event success.
  • Ability to travel for events as needed up to 25%.


This position requires that you possess the following skills:

  • Leadership: Ability to lead cross-functional teams and manage multiple stakeholders to achieve event objectives.
  • Client-Focused: Deep understanding of client needs and a passion for delivering exceptional service experiences.
  • Attention to Detail: Strong organizational skills with an emphasis on accuracy and high-quality standards.
  • Creativity: Innovative approach to event concepts and engagement strategies to differentiate the company in the market.



Responsibilities/Tasks:

As our Director of Client Events, you’ll lead our events team to ensure everything runs smoothly, building lasting relationships with clients and prospects along the way. Here’s a glimpse of what you’ll be doing:


Event Strategy & Planning:

  • Develop and execute a comprehensive events strategy to engage current and prospective clients, aligned with the company’s business goals.
  • Collaborate with marketing, sales, and client service teams to identify opportunities for client engagement and event-driven lead generation.
  • Create a calendar of events, including webinars, seminars, client appreciation events, educational workshops, and exclusive VIP gatherings.

Event Execution:

  • Lead all aspects of event logistics, including venue selection, vendor management, budgeting, and contract negotiation.
  • Oversee event promotion strategies, including invitations, RSVPs, pre-event communications, and post-event follow-ups.
  • Manage virtual event platforms and technology to ensure smooth execution of online events.

Client Experience & Engagement:

  • Focus on creating exceptional client experiences, ensuring that each event is tailored to the specific needs and interests of the target audience.
  • Monitor client engagement during and after events, using feedback and data analysis to refine future event strategies.
  • Work closely with relationship managers to identify top-tier clients for personalized event invitations and experiences.

Budget Management & ROI Analysis:

  • Develop and manage event budgets, ensuring cost efficiency while maintaining high standards of quality and client satisfaction.
  • Analyze the success of events through metrics like attendee engagement, lead generation, and ROI to optimize future event planning and spending.

Vendor & Partner Relationships:

  • Build and maintain relationships with external vendors, including caterers, venues, technology providers, and other event service providers.
  • Negotiate contracts to secure favorable terms and ensure that all service providers deliver according to the company’s standards.


Position Details:

  • Location: 11030 Circle Point Road, Westminster, CO 80020
  • Commitment: 40 hours per week, with a flexible schedule around events. You’ll work up to 4 nights a month, typically until about 9 PM.
  • Compensation: Starting salary range is $80,000 to $100,000, plus a generous benefits package.


Why Join Us?

At Strategic Wealth Designers, we’re not just a financial firm—we’re a team of advisors, marketers, and client relations specialists who are passionate about what we do. We believe in hard work, having fun, and exceeding expectations for our clients and each other. Get ready for a workplace that values creativity and innovation


Want to Experience the Fun?

Check out our over-the-top experiences at SWDGroup.com/Careers. From company trips to incredible opportunities, we’re confident that we’re unlike any company you’ve ever worked for before

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