March 27, 2025

Event Planning Manager

Raleigh Wealth Solutions Cary, North Carolina

About the Role: The ideal candidate for this Event Coordinator position will have a strong ability to execute events and plan them with high degrees of organization and work ethic. Key Responsibilities include working closely with the Marketing Team on upcoming strategies, being a liaison with vendors to provide the best client experience, and maintaining event schedules. This individual will also be responsible for calling qualified concierge clients to "check-in" and build relationships, as well as tracking client referrals and preparing, planning, scheduling, participating, and following up on client events and seminars. Requirements: • Bachelor's degree required • 2+ years of experience in an event planning role required • Experience with MS Office and the ability to learn new software quickly

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