Marketing Events Coordinator

Posting Description

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.

For more information, visit Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

The Position

Wealthspire is looking for an enthusiastic, organized, and highly motivated Marketing Events Coordinator to join our Marketing team.

This is an entry-level opportunity for someone interested in building a career in events and marketing. Working closely with our Director of Events and broader Marketing team, you'll gain hands-on experience supporting events of all sizes, from client dinners and educational programs to conferences, sponsorship activations, internal meetings, and large firmwide experiences.

You don't need to come in knowing everything about event planning or financial services. We're looking for someone who is eager to learn, takes pride in being organized, enjoys working with people, and is willing to jump in and help wherever needed.

What You'll Do

• Support the Events team with the planning and execution of in-person, virtual, and hybrid events.
• Assist with logistics including venues, catering, transportation, hotel accommodations, audiovisual needs, activities, and event materials.
• Research venues, restaurants, vendors, entertainment, and other event resources.
• Help create event timelines, checklists, attendee lists, and run-of-show documents.
• Prepare and organize event supplies, signage, name badges, collateral, gifts, and branded merchandise.
• Assist with packing and shipping materials to event locations.
• Provide on-site support including event setup, registration, guest assistance, vendor coordination, and breakdown.

Create a Great Guest Experience

• Help manage event invitations, registrations, confirmations, and attendee communications.
• Maintain accurate guest and registration lists.
• Respond to basic attendee questions and help coordinate special requests.
• Welcome guests and provide registration support at events.
• Help ensure every interaction reflects the level of service and hospitality we want people to associate with Wealthspire.

Support Event Marketing

• Work with members of the Marketing team to coordinate invitations, presentations, signage, event collateral, and follow-up communications.
• Help maintain the firm's events calendar and keep event information organized and up to date.
• Assist with webinars and virtual programs, including registration, speaker materials, rehearsals, and technical preparation.
• Help collect event photos, feedback, and other content that can be used across Wealthspire's marketing channels.

Keep Us Organized

• Schedule meetings and help coordinate event planning calls.
• Maintain event files, vendor contacts, contracts, proposals, and other documentation.
• Assist with tracking event expenses, invoices, and budgets.
• Keep track of deadlines and follow up on outstanding event needs.
• Help maintain inventory of event supplies, signage, promotional items, and branded merchandise.
• Support post-event surveys and reporting.

What We're Looking For

• Bachelor's degree in marketing, communications, hospitality, event management, business, or a related area.
• Recent college graduate or candidate with up to 1-2 years of relevant experience, including internships, campus organizations, hospitality, events, marketing, or customer service.
• Strong organizational skills and attention to detail.
• Working knowledge of Microsoft Office, including Outlook, PowerPoint, Word, and Excel.
• Familiarity with platforms such as Cvent, HubSpot, Zoom, Canva, or similar tools is helpful but not required.
• Ability to travel periodically and work occasional early mornings or evenings when supporting events.

What We Offer:

Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

Wealthspire and You... Better Together!

Wealthspire is an inclusive Equal Employment Opportunity employer.

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