Responsibilities

• Ensuring all event deadlines are met including invitations, social posts, email blasts, and venue booking
• Build HubSpot forms, design, and execute e-blast invitations for client events
• Lead on-site contact, problem solving, vendor and staff communication, and scenario planning
• Ensure equipment, technology, supplies, decor, and promotional materials are transported and set up on time
• Welcome and register all guests
• Liaise with sponsors and clients to identify needs and ensure satisfaction during the event
• Book appointments at public seminars and leverage company knowledge to advance sales opportunities
• Adhere to event budget and track outcomes after each event
• Update event guest data monthly to assist with ROI reporting
• Monitor event opportunities in CRM to ensure follow-up
• Manage and plan event calendar year to year
• Research new venues and provide new ideas for events
• Communicate all event needs with SHP staff
• Commitment to innovation and sharing ideas to improve services and event quality
• Commitment to compliance with insurance, legal, health and safety obligations
• Continuous improvement through pre- and post-event evaluations and reporting
• Keep an inventory of all supplies, technology and equipment for each event
• Obtain/create content for event presentations

Requirements

• Bachelor’s degree in Finance, Business, or related field preferred
• 2+ years of experience in financial services or wealth management
• Experience with financial planning tools such as eMoney strongly preferred
• Familiarity with retirement account types (Traditional, Roth, SEP, SIMPLE IRAs) required
• Experience reviewing tax returns and applying insights to financial planning is a plus
• Strong client service and communication skills
• High attention to detail and accuracy in both operational and analytical work
• Ability to balance client interaction with transactional and analytical responsibilities
• Strong problem-solving and critical thinking abilities
• Proficiency with Salesforce CRM system, Black diamond portfolio management, and Microsoft Office
• Ability to manage competing priorities in a fast-paced, deadline-driven environment
• Active Series 65 required

Preferred

• CFP® certification or actively pursuing CFP® designation preferred
• CPA designation a plus

Benefits

• Work in a supportive, collaborative environment committed to professional excellence
• Tuition reimbursement for qualified expenses
• Opportunities for training, development, and long-term growth within the firm