Events Planning Lead

We are seeking an Events Planning Lead to join our growing team. The ideal candidate is highly personable, engaging, and exceptionally organized, with the ability to manage multiple moving parts while maintaining a polished and professional presence. This individual must demonstrate the highest level of integrity and have a proven reputation for putting clients first in every interaction. If you thrive in a fast paced environment, enjoy building relationships, and take ownership of results, we would love for you to apply.

Strittmatter Wealth Management Group, LLC is a boutique financial planning and investment firm located in Fort Worth, Texas. Since 2007, we have specialized in retirement planning, investment management, and business planning. As an independent investment firm, we offer unique investment opportunities not commonly available at traditional firms, including Alternative Investments, Private Real Estate portfolios, and access to world class Institutional Managers.

Our firm is committed to delivering a best-in-class client experience while maintaining a professional, collaborative, and growth-oriented culture.

• Plan, coordinate, and attend seminars, webinars, educational classes, and client appreciation events throughout the Fort Worth area
• Lead and manage the events team to ensure seamless execution and consistent brand standards
• Confirm and schedule event attendees using approved call scripts and follow up processes
• Troubleshoot and resolve issues that arise before, during, and after events
• Drive conversion of event attendees into scheduled prospective client appointments
• Engage attendees in meaningful conversations and build rapport quickly and professionally
• Process post event evaluation forms and accurately input data into the CRM system
• Schedule qualified attendees for complimentary consultations with advisors
• Track and report weekly KPIs using spreadsheets and internal reporting tools
• Manage a high-volume calendar of more than 150 events annually
• Maintain availability for Tuesday and Thursday evening events, Friday afternoon events, and two to three weekends per year
• Photograph events using an iPhone and maintain organized photo records
• Create and post event promotions on social media platforms and track performance metrics
• Publish event photos and engagement highlights across social media channels

• Minimum of three years of experience in event planning or event management
• Formal or practical training or experience in marketing and sales strategies
• Availability to work Tuesday and Thursday evenings for scheduled events

• Highly motivated, detail oriented, and results driven
• Prior experience in event management, hospitality, marketing, or a related field
• Demonstrated success as an event specialist or similar leadership role
• Excellent verbal and written communication skills
• Creative thinker with strong attention to detail
• Ability to remain calm under pressure while meeting tight deadlines
• Strong problem-solving skills in fast paced environments
• Professional, personable, and courteous in all interactions
• Confident public speaking and presentation abilities
• Exceptional organizational and time management skills
• Commitment to delivering a high level of client service in a composed and professional manner
• Ability to work independently while collaborating effectively within a team environment