Vista Equity Partners · 1 month ago
Events Coordinator, Private Wealth Solutions
US-NY-New York
Full-time
Onsite
Entry, Mid Level
$100K/yr - $125K/yr
2+ years expVista Equity Partners is seeking a highly organized and detail-oriented Events Coordinator to support the planning, execution, and management of events for the Private Wealth channel. The role involves coordinating logistics across various events, ensuring seamless delivery that enhances the advisor experience and drives business outcomes.
ConsultingInformation Technology
Responsibilities
Manage end-to-end logistics for Vista-hosted and Private Wealth channel events, including:
Venue research, holds, and contracting support
Catering, A/V, room setup, transportation logistics
Reservations for restaurants, sporting events, tee times, and other hosted experiences
Support scheduling, timelines, run-of-show development, and cross-team coordination leading up to each event
Maintain centralized events calendar, event brief templates, and planning documentation
Coordinate event deliverables for sponsorships and third-party conferences, including:
Swag and branded merchandise inventory
Signage development, printing, and shipping
Lead retrieval setup, tracking, and distribution
Onsite operational support for multi-venue events
Manage shipping logistics, vendor coordination, and onsite point-of-contact responsibilities
Partner with Channel Marketers, Event Planners, and business stakeholders to ensure brand consistency and high-quality execution
Manage Cvent invitation builds, registration workflows, attendee communications, and post-event reporting dashboards to ensure accurate tracking and seamless participant experiences
Support post-event reporting, including:
Lead capture and CRM entry
Data cleansing and follow-up workflows
Event performance summaries for senior leadership
Liaise with Channel Marketers to ensure timely lead distribution and alignment with campaign follow-up
Assist with budget tracking, contract processing, and invoice management
Maintain vendor records, negotiate pricing when applicable, and ensure compliance with Vista policies
Partner with the Private Wealth Channel Marketing team, Communications, CRM/Marketing Ops, and Investment teams to ensure events are aligned with channel strategy
Serve as the coordination hub between Event Planners and Channel Marketing leadership
Qualification
Required
2–4+ years of relevant experience in event coordination, event management, or marketing support
Experience supporting conferences, roadshows, client events, or sponsored industry programs
Ability to manage multiple deadlines, stakeholders, and workstreams in a fast-paced environment
Strong project management, organizational, and communication skills
Comfort working with senior executives and external partners
High level of professionalism, responsiveness, and attention to detail
Preferred
Experience in asset management, private wealth, or financial advisor/RIA events strongly preferred
Proficiency with CRM systems, marketing platforms, and event-management tools preferred (Vista uses Cvent and Zoom for in-person and virtual events)
Benefits
Annual cash bonus
Comprehensive benefits package
Company
Vista Equity Partners
Vista Equity Partners (Vista) is a leading global technology investor specializing in software.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Gunish Rai Chawla
Executive Director, Enterprise Architecture
N
Nitin Suri
Executive Director
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