Onsite Event Coordinator

Onsite Event Coordinator

Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sqft office in Louisville, KY, has evolved into the Strategic Wealth Designers we now know, with 18 locations across the U.S. and almost 100 employees. As we continue to grow, we're looking for passionate individuals to help take us to even greater heights.

At Strategic Wealth Designers (SWD), we are a full-service financial firm specializing in assisting individuals who are near or in retirement. We pride ourselves on fostering a collaborative and close-knit environment, and we are looking for a new team member who can complement our team’s values and culture.

We didn’t grow by accident.

We grew because we care about the client experience, and we protect it relentlessly.

We don’t hire to fill seats.

We hire people who raise standards.

This is not an event planning role

You are not here to “coordinate events.”

You are here to execute a client engagement engine that drives pipeline, booked appointments and revenue.

Events are the vehicle. Revenue is the outcome.

If events are full but don’t convert, you fix it. You don’t manage logistics, you own outcomes.

The Mission

You will build and execute a repeatable, scalable client engagement system that:

Drives qualified prospects to attend eventsConverts attendees into booked appointmentsCreates a premium, consistent client experienceSupports measurable pipeline and revenue growthThis is not a support role. This is a front-line growth execution role.

What Winning Looks Like

You’ll know you’re winning when:

Events consistently produce qualified, booked appointmentsShow rates and attendance are predictable and improvingFollow-up happens fast, clean and without breakdownsAdvisors are fully prepared and aligned for every eventClient experience is premium, consistent and intentionalCRM data is clean, accurate and actionableEvery event has a clear ROI and it’s’ improving over timeWe don’t run events to stay busy. We run events to drive growth.

What You’ll Own

Event Execution

Execute all client-facing programs (workshops, dinners, appreciation events)Own logistics, setup, flow and on-site experienceTravel to and manage 3-4 events monthly (up to 8 evenings/month)Ensure every event reflects SWD’s brand and standardsYou don’t “run events.” You deliver experiences that convert.

Pipeline & Appointment Generation

Drive attendance through confirmation calls, reminders and outreachPartner with marketing and sales to maximize event fill ratesScreen registrants to ensure qualified attendeesOwn the process from registration à attendance à appointment If seats are empty or unqualified, you fix the system.

Follow-Up & Conversion Support

Ensure all prospects are scheduled, documented, and handed off cleanlyInput appointments into CRM, calendars and communication systemsCoordinate post-event follow-up with advisors and marketingTrack where breakdowns happen and solve themSpeed and precision win here.

CRM & Data Ownership

Maintain accurate prospect records and client journey stagesTrack engagement, attendance and conversion dataSupport reporting and campaign performance insightsEnsure no lead is lost due to poor executionIf the data is wrong, the system breaks. You own the data.

Cross-Functional Execution

Work directly with advisors, marketing and operationsAlign event execution with firm-wide growth goalsSupport national event coordination and multi-location effortsAssist across departments when needed to drive outcomesThis role sits at the intersection of marketing, sales and operations.

Client Experience & Brand Execution

Deliver a consistent, high-end experience across every touchpointEnsure communication is timely, clear and professionalSupport shared inboxes and client-facing communication flowsContinuously improve the client and prospect journeyEvery interaction builds trust.

Who You Are

You think in outcomes, not tasksYou thrive in a high-performance, sales-driven environmentYou are organized, fast, and detail-obsessedYou take ownership, you don’t wait to be toldYou communicate clearly and confidentlyYou move quickly and fix problems in real timeYou care about results, not activityYou don’t’ just execute. You drive impact.

Who This is Not For

This is not for someone who:

Wants a traditional event planning roleFocuses on logistics without caring about resultsAvoids accountability for attendance or conversionNeeds constant direction or oversightBreaks under a fast-paced, high-expectation environment

Minimum Requirements

Experience in event execution, sales support, or client engagement rolesStrong organizational and communication skillsComfortable with CRM systems and data trackingAbility to manage multiple moving parts without dropping details

Position Details

Location: 1100 Abernathy Rd NE. Atlanta, GA 30328

Schedule: Monday–Friday | 8:00 AM – 5:00 PM with up to 8 evenings a month for events

Compensation: $60,000 - $66,000 plus benefits

Benefits Include:

Employer-sponsored Medical, Dental & Vision401(k) with employer match (Traditional & Roth)Professional Development supportGenerous PTO and company holidays

Our Core Values

Absolute Ownership: We take full responsibility for outcomes, follow through on our commitments, and solve problems without passing the buck.Selflessness: We put the team and clients first, collaborate openly, and measure success by shared wins, not individual credit. We recognize that our strength lies in unity. Tenaciously Driven: We pursue excellence relentlessly, push past obstacles, and refuse to settle for the status quo.Coachable Mindset: We stay open to feedback, committed to learning, and focused on continuous improvement no matter how skilled or experienced we are.Compassionate Honesty: We speak the truth with empathy, delivering clear, respectful feedback that strengthens trust and relationships.