Sound Income Group · 20 hours ago
Event Coordinator
Sound Income Group is dedicated to helping independent financial professionals and their clients thrive, especially those approaching or in retirement. The Event Coordinator plays a critical role in planning and executing high-quality events that support advisor engagement, brand visibility, and business growth, ensuring smooth logistics and continuous process improvement.
AdviceFinanceFinancial Services
Responsibilities
Coordinate and oversee all aspects of event planning and execution, managing timelines, logistics, and budgets to ensure approximately 15 events annually are delivered on time, within scope, and within budget
Manage vendor and venue coordination, including researching and sourcing new partners, conducting site visits, maintaining strong relationships, and maintaining a comprehensive database of vendors, venues, and industry contacts
Collaborate closely with internal teams, including marketing, recruiting, coaching, and key stakeholders, to define event requirements, ensure alignment, and maintain clear communication throughout the planning process
Ensure all events comply with legal, insurance, health, and safety requirements and adhere to company standards
Provide on-site event coordination and support, proactively troubleshooting issues and overseeing event breakdown to ensure a smooth and professional experience
Follow established event processes and contribute to the documentation, refinement, and continuous improvement of event SOPs
Analyze post-event feedback, data, and outcomes to identify opportunities to enhance event processes, attendee experience, vendor performance, efficiency, and overall ROI
Qualification
Required
Minimum of 3 years of experience in event planning or coordination
Bachelor's degree in Communications, Event Management, or a related field
Flexibility to travel domestically and internationally as required
Ability to work for extended periods at a desk using a computer
Ability to lift up to 10 pounds if/when necessary
Routine use of telephone and email
Office-based role with potential travel to conferences, events, and satellite offices as needed
Preferred
Experience in marketing, public relations, or related fields is a plus
Benefits
100% employer-covered medical benefits and HRA account
Dental & vision plans
Generous PTO + 10 NYSE company holidays per year
401K with company match program
Free onsite parking
Company-provided laptop and required technology
Access to an on-site gym (free of charge)
Weekly vehicle detailing (at additional cost)
Company
Sound Income Group
Sound Income Group is a revolutionary financial services organization that encompasses advisor coaching and marketing.
Funding
Current Stage
Growth StageLeadership Team
Recent News
2025-07-22
2025-05-16
Seattle TechFlash
2025-04-18
Company data provided by crunchbase