Meeting & Event Planning Coordinator

Job Overview

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Compensation

Salary
Range $80,200.00 - $92,000.00
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Benefits

Medical
Dental
Vision
Company 401(k) contribution
ESOP contribution
sick leave
Vacation leave
Maternity/parental leave
Paid holidays
Professional development opportunities
Tuition Reimbursement
Discounted personal insurance
Charitable gift-matching program
Davidson Day of Giving

Job Description

D.A. Davidson Companies is a well-established independent and employee-owned financial services firm with a rich history spanning over 90 years. The company is deeply committed to upholding the highest standards of integrity, ethics, and exceptional client service. Rooted in a culture that values friendliness, openness, and supportiveness, D.A. Davidson fosters a workplace environment where candid communication and productive engagement thrive. This collaborative spirit not only enhances the company's overall performance but also contributes to the personal and professional growth of each team member. D.A. Davidson is dedicated not only to improving the financial well-being of its clients but also to strengthening local communities, making corporate social responsibility a core component of its identity. They actively engage in giving back initiatives, reinforcing their role as a socially responsible organization. More details about their corporate culture and community impact are available in the company's most recent annual report.

The role of Marketing & Event Planning Coordinator at D.A. Davidson provides a unique opportunity to contribute to a dynamic and diversified financial services firm. Reporting directly to the Director of Marketing, the coordinator will play an integral role in supporting a variety of marketing initiatives, with an emphasis on event coordination and collateral management. This includes handling digital content used in the execution of events, a key factor in the successful promotion of the D.A. Davidson brand. The position offers extensive collaboration opportunities across multiple business units, providing insights into the firm’s operations and growth opportunities. This is an excellent career opportunity for individuals passionate about event planning, marketing strategies, and building effective client and stakeholder engagements within the financial services industry. The role demands creativity, flexibility, organizational excellence, and the ability to juggle multiple priorities while meeting tight deadlines. The position’s salary range is competitive, with an annual base pay between $80,200 and $92,000 and eligibility for variable compensation programs. Alongside a competitive salary, the company offers a comprehensive benefits package and a supportive working environment encouraging diversity, inclusivity, and professional growth.

Job Requirements

  • Bachelor’s degree with a concentration in hospitality, tourism or travel management
  • prior experience in corporate event planning
  • excellent written and verbal communication skills
  • ability to think creatively and provide sound recommendations
  • strong organizational and detail-oriented skills
  • capacity to work under tight deadlines
  • ability to manage time effectively across multiple projects
  • self-motivated and proactive mindset
  • ability to work independently and as part of a team
  • willingness and ability to travel

Job Qualifications

  • Bachelor’s degree
  • concentration in hospitality, tourism or travel management
  • experience in corporate event planning
  • ability to work with a high degree of flexibility and adaptability
  • excellent written and verbal communication skills
  • demonstrated ability to think creatively and provide solid rational for recommendations
  • strong organizational skills and detail-oriented mindset
  • ability to work with tight deadlines, while delivering good quality content and maintaining a high degree of follow-through
  • strong time management skills with the ability to work on multiple projects simultaneously
  • self-motivated, proactive, and capable of working in a fast-paced, team environment as well as independently
  • ability to travel as required

Job Duties

  • Event planning including sourcing and inspecting venues to drive selection decisions
  • work with vendors to get bids and determine best fits for the budget and goals of the event
  • negotiate and manage vendor contracts
  • coordinate event logistics, food, travel, lodging, meeting equipment and materials
  • manage attendance records
  • provide on-site problem solving and troubleshooting during events
  • responsible for web-related meeting needs, including registration site creation and management
  • proactively engage with meeting attendees to ascertain and address their specific needs and requirements both leading up to and during events
  • develop methodology and processes to ensure outreach is organized, comprehensive, and effective
  • perform other duties as assigned

Job Criteria

Experience

Mid Level (3-7 years)


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