Marketing & Event Planner

Client Experience & Event/Marketing Coordinator – Wealth Management & Wellness Firm

Location:

Dayton, OH (Onsite)

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Role Summa

ryWe're hiring a Client Experience & Event/Marketing Coordinator on behalf of our client—a growing wealth management and wellness firm based in Dayton, OH. This role is ideal for someone who thrives on creating exceptional events and memorable client experiences, and who loves planning, organizing, and executing high-quality events while supporting the firm's marketing initiatives and prospect management effort

s.The ideal candidate is an exceptional project manager with a passion for hospitality, strong marketing instincts, and outstanding organizational skills—proactive, detail-oriented, and energized by juggling multiple projects while ensuring nothing falls through the cracks. This position serves as a key member of the firm's Client Experience & Marketing team, helping create meaningful experiences that strengthen client relationships and support the firm's continued growt

h.Core Responsibiliti

es
- Lead the planning and execution of client appreciation events, educational workshops, seminars, networking events, and community outreach initiativ

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- Own event timelines from concept through post-event follow-up, coordinating venues, vendors, catering, décor, signage, audiovisual needs, and logisti

cs
- Manage registration systems, invitations, RSVP tracking, and attendee communicatio

ns
- Partner with advisors and leadership to create exceptional guest experiences, and support occasional evening events (typically a few evenings each quarte

r)- Track event budgets, attendance, and return on investment, and conduct post-event reporting to recommend improve men

ts
- Manage the firm's marketing calendar and campaign timelines, including the social media content calendar across all platfor

ms
- Design branded graphics using Canva, Adobe Express, or similar tools, and repurpose advisor content into digital marketing piec

es
- Coordinate photography, video, and other digital assets, and monitor marketing performance and engagement metri

cs
- Track and manage prospect activity from initial introduction through conversion, including follow-up communications after meetings and even

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- Prepare prospect packets and meeting materials, and schedule prospect meetings while maintaining advisor calendars as need

ed
- Build and maintain dashboards to measure marketing and event performance, and maintain CRM accuracy and data integri

ty
- Design polished marketing collateral, presentations, and event materials while ensuring consistent branding across all communicatio

ns Candidate Profi

le- 3–5+ years of professional experience in marketing, event planning, client experience, or a related fie

ld
- Demonstrated success planning and executing professional events from start to fini

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- Strong organizational and project management skills with the ability to manage multiple deadlines simultaneous

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- Experience working with CRM systems and data tracki

ng
- Proficiency with Canva, Adobe Express, Microsoft Office, and social media platfor

ms
- Excellent written and verbal communication skills, with outstanding attention to detail and follow-throu

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- Hospitality-minded, self-starting, and comfortable working independently while collaborating across multiple tea

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- Data-driven and process-oriented, with the ability to anticipate needs before they ari

se Compensation and Benefi

ts
- Base salary of $50,000 – $55,000, depending on experien

ce
- Quarterly performance bonus, averaging $8,000 – $10,000 annual

lyWork Environment and Cultu

reThis is a full-time, onsite role based in Dayton, OH. The team values meaningful relationships built through exceptional experiences, and believes every event, campaign, and client interaction should reflect genuine care and professionalism. This role is instrumental in bringing those experiences to life, offering the right candidate the chance to make a visible, lasting impact on the firm's growth and client relationship