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Wealth.com · 2 days ago

Event Coordinator

United States

Full-time

Hybrid

Mid Level

$75K/yr - $80K/yr

3+ years exp

Wealth.com is the industry’s leading estate planning platform, empowering wealth management firms to modernize estate planning. The Event Coordinator will support and execute a growing portfolio of in-person and virtual events, ensuring high-quality experiences that align with the company's brand and objectives.

Artificial Intelligence (AI)Financial ServicesFinTechMachine LearningWealth Management

Responsibilities

Plan and execute in-person events that support Wealth.com’s brand, pipeline, and partner objectives across advisor, client, and strategic audiences

Develop and manage detailed event timelines, budgets, and run-of-show documentation with precision and accountability

Coordinate end-to-end logistics, including venue research, vendor sourcing, shipping, staffing, communications, and event technology

Partner closely with Marketing, Sales, and Customer Success to align event execution with broader go-to-market goals

Support internal event representatives with preparation materials, pre-event briefings, post-event debriefs, and on-site coordination

Lead day-of execution, ensuring a calm, professional presence while proactively troubleshooting and resolving issues

Collaborate with Marketing to support promotional efforts, including landing pages, email campaigns, and social content tied to events

Measure event performance and deliver post-event reporting with insights and recommendations for continuous improvement

Qualification

Event CoordinationProject ManagementEvent Technology FamiliarityCommunication SkillsAttention to DetailFintech ExperiencePositive Attitude

Required

3+ years of experience coordinating or managing events in a startup, agency, or high-growth environment

Demonstrated ability to deliver polished, high-quality events with strong attention to detail

Strong project management skills with the ability to prioritize effectively, communicate clearly, and manage multiple workstreams simultaneously

Excellent verbal and written communication skills, with confidence working with executives, partners, and external vendors

Proven ability to remain organized, positive, and solutions-oriented in fast-paced and time-sensitive environments

This role requires up to 30% travel to support event execution and onsite responsibilities

Preferred

Familiarity with event, sales, or marketing platforms such as HubSpot, Salesforce, Bizzabo, Cvent, or Wistia is a plus

Experience in fintech or financial services is a plus, but not required

Benefits

Competitive salary.

Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.

Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.

100% company-paid basic life insurance, short-term and long-term disability insurance.

100% paid parental leave upon eligibility.

Company equity managed through Carta.

401k with match and 100% vesting upon hire.

Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.

Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.