Marketing Event Coordinator

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Event Planning, Logistics, and Vendor Coordination

• Manage internal event coordination across multiple teams, including advisors, business development, operations, and creative.

• Assist with end-to-end event logistics, including venue research, vendor negotiations, contracts, catering, materials production, and day-of execution.

• Maintain organized records of event plans, budgets, vendor contracts, and timelines.

• Coordinate with the creative team to produce event materials such as signage, presentations, handouts, and promotional assets.

• Occasionally support onsite execution, including setup, run-of-show management, and attendee support.

Marketing Campaign Support and Performance Tracking

• Assist with scheduling and deployment of marketing campaigns tied to events, lead generation, and brand-building initiatives.

• Support campaign coordination by managing timelines, deliverables, and stakeholder updates.

• Track performance metrics across events, including attendance and engagement.

• Monitor event success and campaign results, providing insights for improvement.

Project Management and Cross-Functional Collaboration

• Develop and maintain detailed project documentation, including timelines, checklists, and status reports.

• Collaborate with internal teams to ensure communication alignment, timely approvals, and signoffs for event and marketing projects.

• Work proactively to identify risks, flag delays, and escalate decisions to keep projects on track.

Qualifications:

• Proven ability to manage multiple projects and events simultaneously in a deadline-driven environment.

• Excellent written and verbal communication skills.

• Proficiency with project management tools and Microsoft Office (especially Word and PowerPoint).

• Ability to work onsite at events, including occasional evenings or weekends as needed.

Equal Opportunity Employer