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Events And Education Coordinator

Events and Education Coordinator

Department: Marketing and Event

Reports to: Managing Director, Client Experience

About ALMFirst Marketing and Events:

The ALM First Marketing and Events team plays a crucial role in enhancing the visibility, credibility, and growth of our premium, white-glove services tailored specifically for financial depositories and their leadership teams. Our team consists of dedicated and reliable professionals who excel at fostering meaningful connections through active listening and thoughtful engagement. We prioritize understanding our clients' unique needs, ensuring that everyone feels valued and welcomed. Through strategic marketing initiatives and personalized outreach, we aim to enhance our reputation and support our clients' success in an ever-evolving financial landscape. At ALM First, we value collaboration, creativity, and a people-focused approach. We empower our employees to grow while helping institutions make informed decisions that lead to leadership excellence and long-term success.

 

Job Summary:

ALM First is seeking an Events and Education Coordinator to support the planning and execution of high-profile corporate meetings, educational webinars, and executive-level events. This role requires a detail-oriented professional with strong project management skills and experience coordinating luxury, high-touch meetings at premier venues.

The ideal candidatethrives in a fast-paced, client-focused environment, excels in vendor and budget management, and has a passion for delivering white-glove service to executive audiences. Working closely with internal stakeholders, including marketing, leadership, and business development teams, the Events and Education Coordinator will ensure all events align with the company’s strategic objectives and brand standards. This position requires strong communication, problem-solving, and organizational skills, as well as the ability to travel frequently for on-site meeting planning and execution.

 

Key Responsibilities:

  • Meeting Planning and Execution:
    • Support end-to-end planning and execution of corporate meetings and executive events at premium venues (e.g., Ritz-Carlton, Four Seasons), including site selection, contract negotiation, and budget management
    • Oversee weekly educational webinars via ON24, ensuring seamless execution and a high-quality participant experience
    • Manage meetingregistration processes and track attendance using Cvent and Salesforce
    • Collaborate with internal teams to ensure meeting objectives align with company goals and brand standards
    • Generate post-event reports
  • Client and Vendor Management:
    • Serve as the primary point of contact for executive-level attendees, ensuring a high-touch, luxury meeting experience
    • Manage the Events inbox, responding promptlyand professionally to inquiries and follow-ups
    • Build and maintain relationships with premium vendors,venues, and serviceproviders
    • Work with cateringteams to design and execute high-end food and beverage programs
    • Oversee on-site staff and temporary meeting personnel to ensure flawless execution of small meetings and events where you take the lead
  • Technical and Administrative:
    • Maintain detailed meeting documentation, timelines, and project plans
    • Generate registration reportsand data analysisusing Excel and Salesforce
    • Collaborate with the marketingteam on campaign integration and tracking
    • Stay up to date on event technology platforms, including Cvent, ON24, and Salesforce
    • Process and reconcile meeting-related invoices and expensereports

Qualifications:

  • Required Experience and Skills
    • 2-3 years of corporate meeting or event planning experience, preferably in financial services or professional services
    • Proven experience managing high-end corporatemeetings at luxury venues
    • Experience with Cvent, ON24, Salesforce, and Microsoft Office Suite preferred
    • Excellent projectmanagement and problem-solving abilities
    • Outstanding written and verbal communication skills
    • Ability to remain calm and effectiveunder pressure during live meetings
    • Experience managing meetingbudgets of $500,000+
    • Available for extensive travel (25-30%)
  • Education
    • Bachelor's degree in Event Management, Hospitality Management, Business Administration, or a related field
    • Industry certifications such as CMP (Certified Meeting Professional) or DMCP (Destination Management Certified Professional) are a plus
  • Additional Requirements
    • Ability to work extended hours,evenings, and weekendsas needed duringmeetings
    • Strong attentionto detail and follow-through
    • Professional and executive presence
    • Physical ability to lift up to 25 pounds and stand for extended periods

 

Work Environment:

  • Hybrid work environment, with in-office days required for planning meetings
  • Ability to travel to meeting sites and venues
  • Fast-paced environment requiringflexibility and adaptability
  • Evening and weekendwork required duringmeetings

 

ALM FIRST STATEMENT ON DIVERSITY & INCLUSION

ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our commitment to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at how we can improve our own policies and practices to encourage diversity through the use of our designated committee.