Job Description

Are you a spirited and detail-oriented individual with a passion for leading a team? Do you thrive on creating unforgettable experiences that leave everyone saying, “Wow!”? If you’re ready to harness your stellar marketing and event skills in a supportive, dynamic environment, we want you on our team!

At Strategic Wealth Designers , we’re a close-knit family that values great attitudes and collaborative spirits. As our Director of Client Events, you’ll be leading a team of event coordinators, ensuring every event is a hit! We’re seeking someone who is organized, patient, and ready to go above and beyond—someone eager to build strong relationships within our growing team. If you’re articulate, dependable, and passionate about making a long-term impact in the financial industry, this is your chance to shine!

Job Description:

The Director of Client Events is responsible for the strategic coordination of large scale client-focused events designed to engage and retain clients, enhance the firm's brand presence, and drive business growth. This individual will assist the Director of Marketing & Ownership team with the overall client events strategy and lead the client events team in event management from concept through completion, including live, virtual, and hybrid events. The ideal candidate will have a strong background in event planning within the financial services or wealth management industry, exceptional organizational skills, and a passion for delivering high-quality client experiences. They will also have experience with contract negotiation, budgeting and marketing strategies.

This position requires that you possess the following skills:

• Leadership : Ability to lead cross-functional teams and manage multiple stakeholders to achieve event objectives.
• Client-Focused : Deep understanding of client needs and a passion for delivering exceptional service experiences.
• Attention to Detail : Strong organizational skills with an emphasis on accuracy and high-quality standards.
• Creativity : Innovative approach to event concepts and engagement strategies to differentiate the company in the market.

Minimum Requirements:

• Bachelor's degree in Marketing, Communications, Business, or a related field.
• 7+ years of experience in event planning, preferably within the financial services or wealth management industry.
• Proven track record of successfully managing both large-scale and intimate events, with an emphasis on client and prospect engagement.
• Strong project management skills and the ability to manage multiple priorities in a fast-paced environment.
• Excellent communication and interpersonal skills, with the ability to build relationships with internal colleagues, stakeholders, clients, and external vendors.
• Proficiency in virtual event platforms (Zoom) and event management software; Salesforce, Hubspot and Eventbrite.
• Analytical mindset with experience in using data to drive decision-making and measure event success.
• Ability to travel for events as needed up to 25%.

Responsibilities/Tasks:

As our Director of Client Events, you’ll lead our events team to ensure everything runs smoothly, building lasting relationships with clients and prospects along the way. Here’s a glimpse of what you’ll be doing:

Leadership :

• Lead a team of onsite event coordinators (currently a team of 12) providing guidance, direction and support.
• Facilitate biweekly 1 on 1 meetings with all direct supports and lead team meetings weekly.
• Lead, mentor, and inspire a team of event coordinators, fostering a collaborative environment that prioritizes creativity, innovation, and client satisfaction.

Event Strategy & Planning :

• Execute a comprehensive events strategy to engage current and prospective clients, aligned with the company’s business goals.
• Collaborate with marketing, sales, and client service teams to identify opportunities for client engagement and event-driven lead generation.
• Create a calendar of events, including webinars, seminars, client appreciation events, educational workshops, and exclusive VIP gatherings.

Event Execution :

• Lead all aspects of event logistics, including vendor management, budgeting, and contract negotiation.

Client Experience & Engagement :

• Focus on creating exceptional client experiences, ensuring that each event is tailored to the specific needs and interests of the target audience.
• Monitor client engagement during and after events, using feedback and data analysis to refine future event strategies.
• Work closely with relationship managers to identify top-tier clients for personalized event invitations and experiences.

Budget Management & ROI Analysis :

• Develop and manage event budgets, ensuring cost efficiency while maintaining high standards of quality and client satisfaction.
• Analyze the success of events through metrics like attendee engagement, lead generation, and ROI to optimize future event planning and spending.

Vendor & Partner Relationships :

• Maintain relationships with external vendors, including caterers, venues, technology providers, and other event service providers.
• Negotiate contracts to secure favorable terms and ensure that all service providers deliver according to the company’s standards.

Position Details:

• Location: 12377 Merit Drive, Dallas, TX 75251
• Commitment: 40 hours per week, with a flexible schedule around events.
• Compensation: Starting salary range is $90,000 to $110,000, plus a generous benefits package.

Why Join Us?

At Strategic Wealth Designers , we’re not just a financial firm—we believe in hard work, having fun, and exceeding expectations for our clients and each other. Get ready for a workplace that values creativity and innovation!

Want to Experience the Fun?

Check out our over-the-top experiences at SWDGroup.com/Careers. From company trips to incredible opportunities, we’re confident that we’re unlike any company you’ve ever worked for before!

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