Equity Methods · 5 months ago
Marketing and Events Coordinator / Senior Marketing and Events Coordinator
Equity Methods is a finance, accounting, and human capital consulting firm that values technology and expertise in delivering client impact. They are seeking a Senior Marketing & Events Coordinator to create high-impact events and ensure successful presentations at conferences, while maintaining high standards of hospitality and organization.
ConsultingFinanceFinancial Services
Responsibilities
Act as a hub to coordinate and facilitate updates to marketing materials, working with content and consulting contributors to ensure that all message is updated prior to the event
Work collaboratively and creatively with the graphic design team to develop event materials
Act as the primary owner of the Marketing event calendar
Track and drive progress on upcoming conference planning logistics such as registration, speaking submissions, booth selection, hotel deadlines, and more
Spearhead the packing and shipping of marketing materials: booth, equipment, brochures, thought leadership, tchotchkes, dinner gifts, etc. Double-check and complete checklists to ensure there are no surprises
Participate in tagline generation, landing page creation and updates, message drafting, link generation, proofreading, etc. as needed
Drive onsite conference success: Travel to conferences as needed; serve as the point person for exhibit hall vendors; set up and tear down booths, troubleshoot booth technology; take onsite photos and videos, host the booth as needed; engage in various forms of hospitality
Coordinate with marketing and practice leaders on event follow-ups
Participate in updating tickler lists; share information with other groups as needed
Create digital materials for webcasts, assist with room and audio preparation, operate webcast software, assist with post-production activities
Demonstrate superb independent research and vetting skills to select venues and vendors (catering, decorators, musicians, etc.) to drive the best outcomes in quality, cost, and event execution
Exhibit care and foundational knowledge in crafting high-quality event experiences, considering timing, food and beverage selection, decorations, atmosphere, entertainment, and more
Balance cost, quality, and simplicity, demonstrating excellent judgment
Support contact reach-out efforts by reviewing lists to ensure airtight accuracy, helping to ghost-write emails, track RSVPs, and interface with our marketing automation software
Review contracts and negotiate with venues to arrive at final terms; be on top of all the details
Develop and follow event day checklists (e.g. tables, technology, timing) to ensure everything meets standards and the execution conforms to the plan
Coordinate onsite event logistics, working with vendors, providing onsite team direction, troubleshooting issues, ensuring a smooth attendee experience, etc
Track and nudge progress forward on open initiatives
Work with teammates on community relations and charity initiatives
Support holiday initiatives
Coordinate on the ground logistics and pre-travel arrangements for various travel teams across marketing and other initiatives
Support other ad hoc projects and events
Qualification
Required
Energetic, creative, and detail-oriented
Proactive and organized
Strong writing skills
Comfortable working with different personalities
Ability to execute in a fast-paced environment
High attention to detail
Bias toward action over talking
Strong analytical reasoning
Uncommon common sense
Availability for short 1-3 day trips, especially during conference season
Ability to work with numbers and spreadsheets
Ability to work within budgets
Ability to interpret maps and directions
Ability to use software tools
Ability to communicate succinctly and adapt to different working styles
Ability to write logical, grammatically correct instructions and correspondence
Possesses fabulous taste and creativity
Familiar with a wide range of cuisines and dietary restrictions
Strong organizational skills
Time management skills
Attention to detail
Professional and discreet
Ability to handle sensitive situations with confidentiality and tact
Sound judgment
Self-motivated learner
Holistic, systems-oriented thinking
Ability to request input and feedback regularly
Ability to execute well with limited guidance and direction
Bachelor's or higher degree in any field, but otherwise qualified candidates with alternative credentials will be considered
Company
Equity Methods
Equity Methods is an accounting firm that provides financial reporting and equity compensation services.
Funding
Current Stage
Growth StageTotal Funding
unknown2025-04-28Acquired
Recent News
2025-05-01
2025-04-29
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