Events Coordinator (Kansas City, Boston, Phoenix, Remote) - job 3 of 4

Events Coordinator (Kansas City, Boston, Phoenix Fairfax or Remote)

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

As an Event Coordinator on the Performance Marketing team, you’ll play a pivotal role in delivering best-in-class virtual and live event experiences. Reporting to the Senior Marketing Manager, Events, this role will be responsible for planning, managing, implementing and measuring events. You will play a critical role in ensuring that our virtual events are of the highest quality and while being ruthless in your championing for Edelman Financial Engines. The ideal candidate enjoys collaborating with team members and business partners, and also works well independently.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. We are looking for someone well versed in developing success metrics and evaluating all major events against objectives, recommending areas for improvement. If you are an intuitive, forward-thinking individual who is a fast learner that thrives on organization, this may be an opportunity for you!

Responsibilities:

• Work with internal and external teams to execute events on a weekly basis
• Managing all aspects of the webinar execution process – from cross-functional team kick-off, speaker briefings, creating and managing project plans and timelines, driving successful promotion, technical platform briefing/training sessions with both internal and external speakers, managing dry-runs, recordings and some edits, to live event monitoring/moderating and follow-up
• Partner with project management partners , creative, and content partners to implement supporting promotions and target messaging before, during and after webinars via all available marketing channels; ensure marketing strategy aligns with industry best practices to drive key moments of action
• Manage pre-event checklists, ensuring presentations are uploaded correctly in the webinar host software and all pieces are present and correct, such as software settings, widgets, polls, surveys, etc.; Manage post-event activities including archiving materials and recordings, and reporting
• Track, manage, and reconcile a robust event calendar with a variety of different audiences, initiatives, and stakeholder involvement

Requirements:

• Event coordinator or project management career experience
• 3+ years’ experience in event management and execution; experience within the financial services industry strongly preferred
• Familiarity with On24’s webinar platform and troubleshooting issues desired
• Experience managing in-person/live events
• Data-driven decision making and results orientation
• Quick problem-solving mentality
• Get-it-done personality, comfortable with ambiguity, and ability to figure out solutions with little direction
• Excellent interpersonal skills. Must have the ability to effectively connect with internal and external stakeholders
• Team player, well organized, hands-on attitude, passion for driving results
• Proficiency in Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word)
• Strong verbal and written communication skills, including a command of proof reading

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron’s,1 with 145+ offices2 across the country and entrusted by more than 1.3 million clients to manage more than $242 billion in assets.3 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.

1 The Barron’s 2022 Top 100 RIA Firms list, a seven-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

2 Edelman Financial Engines data, as of Dec. 31, 2022.

3 Edelman Financial Engines data, as of Dec. 31, 2022.