Curi Capital · 1 week ago
Marketing and Events Coordinator
Indiana, United States
Full-time
Onsite
Entry, Mid Level
$65K/yr - $70K/yr
1+ years expCuri Capital is a rapidly growing national registered investment advisory firm based in Chicago. They are seeking a detail-oriented Marketing and Events Coordinator to manage marketing initiatives, coordinate events, and support various marketing goals to enhance client engagement.
Financial Services
Responsibilities
Coordinate events and webinars:
Launch and manage an event platform (e.g., Cvent)
Organize external client and prospect events (venue contracts, catering, AV)
Curate lists in Salesforce CRM; send invitations; manage RSVPs
Support presenters and facilitate monthly webinars via Zoom
Assist with internal events such as company-wide meetings and partner gatherings
Manage the Curi Capital website using WordPress (posting content, updating stats, etc.)
Build and send emails in Pardot to support advisory teams; maintain accurate data in Salesforce CRM
Contribute to content creation, including articles for our annual magazine INVESTED, employee profiles, and other marketing materials
Oversee branded collateral inventory and ordering across offices (business cards, merchandise, event materials)
Share company updates on SharePoint and assist with employee onboarding/offboarding (bios, website listings)
Support data hygiene in Salesforce CRM and provide backup for teammates on miscellaneous projects
Perform other related duties as assigned
Qualification
Required
Bachelor's degree from a four-year college or university
1–4 years of related experience
Proficiency in Microsoft Office Suite, Zoom, Salesforce, and WordPress
Exceptional attention to detail and strong project management abilities
Excellent verbal and written communication skills
Ability to interact effectively with all levels of management
Strong work ethic, self-management, and multitasking capabilities
Can-do attitude: you enjoy doing whatever needs to be done and helping others succeed
Ability to leverage AI tools (e.g., ChatGPT) to jumpstart and expedite projects
Preferred
Familiarity with marketing platforms such as Pardot and event management tools (e.g., Cvent)
Benefits
Comprehensive health benefits, including medical, dental, vision, and life insurance
Education assistance
Annual bonus opportunity
401(k) with employer match
Short-term and long-term disability
Flexible time off
13 paid holidays annually
Company
Curi Capital
At Curi Capital, our goal is to create value for our clients.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
J
Jay Menton
Partner, Senior Wealth Manager / Team Lead
Richard M. Burridge
Executive Chairman, Co-Chief Investment Officer
Recent News
2024-02-20
Business Wire
2024-01-02
Business Wire
2023-11-21
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