Coordinator, Events & Education

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 candidate thrives 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. 

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 meeting registration 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 promptly and professionally to inquiries and follow-ups
  - Build and maintain relationships with premium vendors, venues, and service providers
  - Work with catering teams 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 reports and data analysis using Excel and Salesforce
  - Collaborate with the marketing team on campaign integration and tracking
  - Stay up to date on event technology platforms, including Cvent, ON24, and Salesforce
  - Oversee on-site staff and temporary meeting personnel to ensure flawless execution of small meetings and events where you take the lead
  

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 corporate meetings at luxury venues
  - Experience with Cvent, ON24, Salesforce, and Microsoft Office Suite preferred
  - Excellent project management and problem-solving abilities
  - Outstanding written and verbal communication skills
  - Ability to remain calm and effective under pressure during live meetings
  - Experience managing meeting budgets 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 weekends as needed during meetings
• Strong attention to 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 requiring flexibility and adaptability
• Evening and weekend work required during meetings

ALM FIRST STATEMENT ON DIVERSITY & INCLUSION

ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our driven dedication 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 ways to challenge our diversity of thought, improve our own policies and practices to encourage diversity through the use of our designated committee.