Events Coordinator / Manager

Events Coordinator / Manager The Financial Essentials Marketing Coordinator will be responsible for supporting the CE&A Financial Essentials programs with the client facing teams. This individual will be the event manager for scheduling, logistics, coordination, and help across all the participant FE materials. They will be responsible for tracking and reporting of support to identify future improvements and enhancements for workshops. Since this is a new effort there are many facets that need development and management. Major Responsibilities: Responsible for support of the CE&A Financial Essential participant communications for use with our clients Field initial questions from the client teams to support all questions regarding deployment and delivery of workshops. Facilitates and drives all the logistics and coordination involved to deliver a successful in person or live web workshop Responsible for ordering and delivery of materials including workbooks, workshop materials and other items Helping to document the end to end process defining all key roles and responsibilities, timing, processes, quality assurance, and measurement. Responsible for tracking and reporting on support needed to identify trends and areas for improvement. Experience and Skills: College degree Requires 5+ years of experience in marketing / client services Institutional Retirement Marketing experience a plus Effective communicator with strong written and verbal skills Strong organizational and project management skills Strong process management skills Works well in tight timelines and is detail oriented Energetic and capable of managing multiple projects simultaneously Creative thinking and problem resolution Must be proficient in Excel and PowerPoint Event planning experience a plus

Created: 2026-03-04