WHO are we looking for?
CAPTRUST is seeking a
Marketing Events Coordinator
to support our Business Development team by planning and executing a wide range of client and prospect events—from educational webinars to in‑person seminars. This role is responsible for delivering seamless, high‑quality, and engaging experiences by managing all aspects of event logistics, including venue and theme selection, communications, invitations, follow‑up, content distribution, and on‑site coordination. The ideal candidate is highly organized, service‑oriented, and able to perform effectively under tight deadlines while maintaining the highest professional and ethical standards.
Primary responsibilities may include the following, among others:
Own the end‑to‑end event lifecycle (strategy, planning, execution, and follow‑up) for client and prospect programs—webinars, seminars, client forums, and partner activations—against business development goals and an annual events calendar
Build project plans and run‑of‑show timelines; define milestones, owners, and proactively elevate potential roadblocks
Source and secure venues/vendors (A/V, catering, décor, transportation); negotiate terms, and coordinate day‑of logistics and load‑in/out
Set and track budgets; reconcile final actuals against budget; report cost per registrant/attendee
Coordinate staffing plans (greeters, speakers, exec hosts) and on‑site roles; lead day‑of execution and post‑mortems
Build and manage registration sites and workflows including confirmation, reminder, and waitlists, own attendee data hygiene and list management
Coordinate speaker briefings, agendas, and presentations; collect, QA, and distribute materials; manage event collateral and signage
Define and track success metrics (registrations, show rate, engagement, satisfaction/NPS, cost/attendee, influenced/sourced pipeline in partnership with marketing team)
Maintain detailed event records; deliver insights and recommendations to improve program effectiveness and ROI
Coordinate internal meetings and executive reviews tied to events (briefings, prep sessions, dry‑runs)
Work cross‑functionally with Business Development, Marketing, Creative/Brand, Compliance, to ensure flawless execution
Qualifications Minimum Qualifications:
2+ years of marketing experience preferred
2+ years managing logistics for events, including multiple events simultaneously
Experience working for an organization that provides retirement plan services a plus
Desired Qualifications/Skills
Exceptional organizational skills with the ability to prioritize effectively
Proactive, self‑driven, and able to take initiative without prompting
Excellent communication and interpersonal skills; able to work confidently with internal and external stakeholders
High attention to detail and commitment to accuracy, quality, and meeting deadlines
Proven ability to manage multiple tasks and projects simultaneously
Collaborative team player with a willingness to assist wherever needed
Demonstrates professionalism, sound judgment, and adherence to internal business conduct standards
Ability to adapt quickly in a fast‑paced environment
WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
Company discretionary bonus.
Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
Company‑paid benefits such as life insurance, short‑term disability, and long‑term disability, subject to applicable waiting periods.
Paid time off (PTO) or Paid Sick Leave (PSL)
WHERE will you be working? 330 John Carlyle Street #400 | Alexandria, VA 22314
Hybrid after demonstrating mastery of core competencies
Current event locations vary throughout Northern Virginia and Montgomery County, Maryland
HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
Ability to build successful, collaborative, and trusting relationships
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy‑to‑understand verbal and written communications conveying complex information
A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
Inherent desire to give back to our communities and enrich the lives of those around us
An other‑centered mindset
Integrity through maintaining objectivity
EEO/Diversity Statement At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until it is filled.
#J-18808-Ljbffr
Marketing Events Coordinator
to support our Business Development team by planning and executing a wide range of client and prospect events—from educational webinars to in‑person seminars. This role is responsible for delivering seamless, high‑quality, and engaging experiences by managing all aspects of event logistics, including venue and theme selection, communications, invitations, follow‑up, content distribution, and on‑site coordination. The ideal candidate is highly organized, service‑oriented, and able to perform effectively under tight deadlines while maintaining the highest professional and ethical standards.
Primary responsibilities may include the following, among others:
Own the end‑to‑end event lifecycle (strategy, planning, execution, and follow‑up) for client and prospect programs—webinars, seminars, client forums, and partner activations—against business development goals and an annual events calendar
Build project plans and run‑of‑show timelines; define milestones, owners, and proactively elevate potential roadblocks
Source and secure venues/vendors (A/V, catering, décor, transportation); negotiate terms, and coordinate day‑of logistics and load‑in/out
Set and track budgets; reconcile final actuals against budget; report cost per registrant/attendee
Coordinate staffing plans (greeters, speakers, exec hosts) and on‑site roles; lead day‑of execution and post‑mortems
Build and manage registration sites and workflows including confirmation, reminder, and waitlists, own attendee data hygiene and list management
Coordinate speaker briefings, agendas, and presentations; collect, QA, and distribute materials; manage event collateral and signage
Define and track success metrics (registrations, show rate, engagement, satisfaction/NPS, cost/attendee, influenced/sourced pipeline in partnership with marketing team)
Maintain detailed event records; deliver insights and recommendations to improve program effectiveness and ROI
Coordinate internal meetings and executive reviews tied to events (briefings, prep sessions, dry‑runs)
Work cross‑functionally with Business Development, Marketing, Creative/Brand, Compliance, to ensure flawless execution
Qualifications Minimum Qualifications:
2+ years of marketing experience preferred
2+ years managing logistics for events, including multiple events simultaneously
Experience working for an organization that provides retirement plan services a plus
Desired Qualifications/Skills
Exceptional organizational skills with the ability to prioritize effectively
Proactive, self‑driven, and able to take initiative without prompting
Excellent communication and interpersonal skills; able to work confidently with internal and external stakeholders
High attention to detail and commitment to accuracy, quality, and meeting deadlines
Proven ability to manage multiple tasks and projects simultaneously
Collaborative team player with a willingness to assist wherever needed
Demonstrates professionalism, sound judgment, and adherence to internal business conduct standards
Ability to adapt quickly in a fast‑paced environment
WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
Company discretionary bonus.
Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
Company‑paid benefits such as life insurance, short‑term disability, and long‑term disability, subject to applicable waiting periods.
Paid time off (PTO) or Paid Sick Leave (PSL)
WHERE will you be working? 330 John Carlyle Street #400 | Alexandria, VA 22314
Hybrid after demonstrating mastery of core competencies
Current event locations vary throughout Northern Virginia and Montgomery County, Maryland
HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
Ability to build successful, collaborative, and trusting relationships
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy‑to‑understand verbal and written communications conveying complex information
A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
Inherent desire to give back to our communities and enrich the lives of those around us
An other‑centered mindset
Integrity through maintaining objectivity
EEO/Diversity Statement At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until it is filled.
#J-18808-Ljbffr