| Location | Addison, TEXAS |
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Event Planning, Logistics, and Vendor Coordination
Manage internal event coordination across multiple teams, including advisors, business development, operations, and creative.
Assist with end-to-end event logistics, including venue research, vendor negotiations, contracts, catering, materials production, and day-of execution.
Maintain organized records of event plans, budgets, vendor contracts, and timelines.
Coordinate with the creative team to produce event materials such as signage, presentations, handouts, and promotional assets.
Occasionally support onsite execution, including setup, run-of-show management, and attendee support.
Marketing Campaign Support and Performance Tracking
Assist with scheduling and deployment of marketing campaigns tied to events, lead generation, and brand-building initiatives.
Support campaign coordination by managing timelines, deliverables, and stakeholder updates.
Track performance metrics across events, including attendance and engagement.
Monitor event success and campaign results, providing insights for improvement.
Project Management and Cross-Functional Collaboration
Develop and maintain detailed project documentation, including timelines, checklists, and status reports.
Collaborate with internal teams to ensure communication alignment, timely approvals, and signoffs for event and marketing projects.
Work proactively to identify risks, flag delays, and escalate decisions to keep projects on track.
Qualifications:
Proven ability to manage multiple projects and events simultaneously in a deadline-driven environment.
Excellent written and verbal communication skills.
Proficiency with project management tools and Microsoft Office (especially Word and PowerPoint).
Ability to work onsite at events, including occasional evenings or weekends as needed.
Equal Opportunity Employer