June 23, 2025

Event Coordinator- Advisor Journey

Equitable Charlotte, North Carolina

At Equitable, our power is in our people. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Key Job Responsibilities • Coordinate all training team virtual centric meetings and trainings (more than 10,000 touchpoints with advisors annually) • Manage agenda and speakers for 100+ key Advisor & Manager Journey Area events and virtual trainings • Manage live events held by Advisor & Manager Journey Area • Responsible for booth and marketing onsite activation • Create & support a consistent execution of events across both markets and with Advisor & Manager Journey Area Chief of Staff to anticipate upcoming event planning needs • Partner closely with finance to ensure prudent budget oversight • Create a streamlined process for all events for the Advisor & Manager Journey Area to ensure an organized approach and timely execution • Collaborate with team members to help achieve mission OKRs • Build a strong sense of collaboration and transparency in the team • Have an open mind to experiment to learn by constantly build hypothesis to test with customers • Challenge the “status quo” by testing assumptions and asking questions • Organize travel, virtual schedule and expenses for the Chief Talent Officer Required Qualifications • 3-5 years of relevant work experience in event planning &/or administrative assistant • Self-starting with ability to manage multiple competing priorities in a demanding environment • Strong verbal, written communication, and presentation skills to all levels of the organization • Self-starter with strong leadership, communication, and interpersonal skills • Creativity and ability to think outside the box • Proficient organizational, budgeting, project management skills • Highly detail-oriented and ability to manage multiple tasks simultaneously • Proficiency with Zoom and Teams Equitable

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