Onsite Event Coordinator

Talent Acquisition & Human Resources Professional | Mental Health Advocate | Avid Runner | Empath | Better Together 🫶

At Strategic Wealth Designers (SWD), we are a full-service financial firm specializing in assisting individuals who are near or in retirement. We pride ourselves on fostering a collaborative and close‑knit environment, and we are looking for a new team member who can complement our team’s values and culture.

We’re seeking an experienced, patient, organized, and efficient individual who is excited to contribute to the success of our business. The right person will exceed expectations and develop strong, lasting working relationships with our growing team. If you bring a positive attitude to work each day and are motivated by personal and professional growth, we would love to hear from you.

This is not your traditional event planning role. We’re seeking a Client Engagement Program Coordinator – a strategic, results‑driven professional with strong organizational instincts, a sharp focus on execution, and a passion for driving business success through sales. This role is heavily sales‑focused and execution‑driven: you’ll be responsible for executing client‑facing events and implementing client engagement initiatives that support lead conversion and overall revenue growth.

You’ll bring energy and precision to every event while keeping the end goal – driving business impact – at the center of all you do.

• You thrive in a high-performance sales culture and understand how exceptional program execution drives pipeline and revenue.
• You take pride in delivering measurable results.
• You’re highly organized, a natural communicator, and confident managing cross‑functional initiatives.
• You understand the impact of each touchpoint and continuously look for ways to improve client and prospect experiences.

As an Onsite Event Coordinator, you’ll be the heartbeat of our in‑person programs, ensuring every detail is just right. Here’s a taste of what you’ll do:

• Execute all logistical components of SWD’s client‑facing programs (retirement workshops, educational dinners, client appreciation events)
• Partner with sales and marketing teams to drive qualified appointment bookings through strong communication, follow‑up workflows and timely outreach
• Make reminder calls for events in a welcoming, friendly manner
• Provide phone coverage for our phone lines
• Screen registrants for events
• Handle confirmation calls and emails for events
• Oversee setup and execution of events each month
• Coordinate and follow up on each event with the rest of the marketing team
• Handle pre‑work, set‑up and post‑event work for company events
• Input all prospective appointments into CRM calendars and websites and email appointment information to prospective clients
• Input, update and track client journey stages; maintain detailed prospect interaction records; support marketing with data accuracy and reporting.
• Complete monthly marketing inventory tracking
• Handle preparation/coordination for educational events that will take place across the country
• Work cross‑functionally with advisors, operations and marketing to ensure program alignment with firm‑wide objectives.
• Be willing to help in another department as needed
• Assist other marketing efforts in other cities as needed
• Support with handling various “shared” email inboxes
• Support with Wine and Wisdom event research and coordinating
• Travel to and manage 3‑4 client‑facing events monthly (up to 8 evenings/month), acting as a key SWD ambassador on‑site.
• Deliver consistent, premium experiences aligned with SWD’s brand values across all touchpoints.

• Bachelor’s degree or equivalent work experience in program management, sales operations, events or marketing.
• Experience in financial services or professional services is strongly preferred.
• 1‑2 years in a sales, program coordination or client success environment.
• Strong proficiency in Microsoft Office and CRM systems (Salesforce and Hub Spot strongly preferred)
• Willingness to work evenings, travel for national events and maintain a flexible schedule.
• Commitment: Monday through Friday, 40 hours per week, with a flexible schedule around events. You’ll work up to 8 nights a month, typically until about 9 PM.
• Compensation: Hourly range is $32.69 to $34.62, plus a generous benefits package.

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave
• Tuition assistance

Check out our over‑the‑top experiences at  From company trips to exceptional opportunities, we’re confident you’ll find that we’re unlike any company you’ve ever worked for before!