Marketing Event Coordinator (Finance)

This role is responsible for the coordination of logistics and event execution for SDIRA sales. These events could be virtual, hybrid, or on site. This individual will collaborate with the extended marketing team pre-plan strategy, execute the strategy, and ensure post-event that objectives have been met and communicated to all stakeholders. This individual will also manage relationships with multiple external vendors to meet schedules and manage deliverables for conference and promotional materials, marketing content, and related campaign plans to meet business goals while ensuring the accuracy, quality, and consistency of corporate brand standards.

• Work in close partnership with appointed teams, execute the organization's conference and events calendar, with focus on ensuring an optimal corporate brand presence, delivering high quality leads and pipeline generation and/or deepening engagement with clients, and assessing and maximizing ROI
• Create and deliver a project plan for each event, to include pre and post event key deliverables, tactics, timelines, and measurable results, ensuring alignment to clear strategic business goals and targets.
• Be the point of contact for set-up, troubleshooting, and breakdown during events
• Track event budgets and ensure expenses are within allocated limits
• Maximize (attendee engagement) and lead generation efforts, including developing pre-and post-event communications, creating sales and marketing goals, exhibiting at booth, and working closely with the sales team to ensure effective client journeys, secondary follow-up, and ongoing engagement journeys, as defined
• Align with the marketing and sales teams' direction and CRM platform capabilities to identify, maintain, and deliver quantitative and qualitative reports and dashboards on conference and events
• Serve as the team's expert to find efficiencies and implement best practices for conference goals, messages, audience alignment, lead generation campaigns, speaker plan, collateral, website and registration, and attendee experience
• Manage outside vendor relationships and internal partnerships for administrative needs, event logistics and shipping materials.
• Work closely with SDIRA marketing team to ensure successful event administration and logistics before, during, and after events, including (but not limited to) event registration, space/booth selection, space setup and breakdown, booth and/or collateral needs, catering support, name tags, signage, and vendor support
• Drive and manage to the budget and internal approval process, including cross‐functional approvals from sales, product, client service, and legal teams when required
• Own and drive the planning, execution, and post-event analysis of webinars, ensuring alignment with strategic business goals, audience engagement, and lead generation efforts. Lead all aspects of webinar logistics, content creation, and follow-up activities.
• Other duties as assigned.