Corporate Events Coordinator

This role works closely with the Chief Operating Officer and firm Partners to plan, coordinate, and execute all firm-wide events. The Corporate Events Coordinator will oversee event logistics from start to finish, manage the firm’s events budget, maintain relationships with wholesalers, and support initiatives led by our Investment and Financial Planning Committees. The ideal candidate is highly organized, proactive, detail-oriented, and enthusiastic about contributing to a collaborative team environment. Key Responsibilities • Plan, coordinate and execute all firm events including the semi-annual Associates Meetings, all staff appreciation events, corporate dinners, volunteer/charity opportunities, and the firm’s annual Rewards Trip • Manage annual sponsorship planning and budgeting process • Maintain relationships with wholesalers and coordinate bi-monthly presentations • Assist the Investment and Financial Planning Committees as needed Qualifications • 1–2 years of relevant experience in a professional work environment • Prior experience with event planning and budget management preferred • Strong organizational skills with exceptional attention to detail • Upbeat, friendly, and professional demeanor • Proficiency in Microsoft Word, Excel, and PowerPoint • Excellent written and verbal communication skills • Self-motivated with the ability to manage multiple priorities and meet firm deadlines • Associates’ Degree required • Bachelor’s Degree preferred