Job Details

Title: Event Coordinator
Location: Remote, United States

About Us

Wealth.com is the industry's leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planningwith their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.

Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.

The Opportunity
We are seeking an Event Coordinator to support and execute Wealth.com's growing portfolio of in-person and virtual events, including industry conferences, partner activations, educational experiences, and internal company events. This role is critical to bringing the Wealth.com brand and culture to life through polished, well-orchestrated experiences that support sales, marketing, and customer success.

Key Responsibilities

• Plan and execute in-person events that support Wealth.com's brand, pipeline, and partner objectives across advisor, client, and strategic audiences.
• Develop and manage detailed event timelines, budgets, and run-of-show documentation with precision and accountability.
• Coordinate end-to-end logistics, including venue research, vendor sourcing, shipping, staffing, communications, and event technology.
• Partner closely with Marketing, Sales, and Customer Success to align event execution with broader go-to-market goals.
• Support internal event representatives with preparation materials, pre-event briefings, post-event debriefs, and on-site coordination.
• Lead day-of execution, ensuring a calm, professional presence while proactively troubleshooting and resolving issues.
• Collaborate with Marketing to support promotional efforts, including landing pages, email campaigns, and social content tied to events.
• Measure event performance and deliver post-event reporting with insights and recommendations for continuous improvement.

Qualifications

• 3+ years of experience coordinating or managing events in a startup, agency, or high-growth environment.
• Demonstrated ability to deliver polished, high-quality events with strong attention to detail.
• Strong project management skills with the ability to prioritize effectively, communicate clearly, and manage multiple workstreams simultaneously.
• Excellent verbal and written communication skills, with confidence working with executives, partners, and external vendors.
• Proven ability to remain organized, positive, and solutions-oriented in fast-paced and time-sensitive environments.
• Familiarity with event, sales, or marketing platforms such as HubSpot, Salesforce, Bizzabo, Cvent, or Wistia is a plus.
• Experience in fintech or financial services is a plus, but not required.
• This role requires up to 30% travel to support event execution and onsite responsibilities.

Compensation & Level
Reports to the Senior Events and Project Manager.
Competitive base salary, performance-based incentives, and meaningful equity participation.

Why Join Wealth.com

This role offers the opportunity to help shape the in-person experiences of a category-defining brand at one of the fastest-growing companies in wealth technology. You will work alongside a mission-driven team that values quality, collaboration, and thoughtful execution, with meaningful opportunities for growth as the events function continues to scale.

Benefits & Perks

• Competitive salary.
• Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.
• Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
• 100% company-paid basic life insurance, short-term and long-term disability insurance.
• 100% paid parental leave upon eligibility.
• Company equity managed through Carta.
• 401k with match and 100% vesting upon hire.
• Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
• Take time off for holidays-and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.