Client Experience & Marketing Events Coordinator

The Well; Dayton (OH); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

Quarterly performance bonus

Job summary

The Well in Dayton, OH is seeking a Client Experience & Event/Marketing Coordinator to design and execute unforgettable client experiences and marketing initiatives. You will manage events from concept to post-event follow-up, coordinate vendors, registrations, and budgets, and support the firm’s growth through compelling campaigns and CRM-driven outreach.

The role requires 3–5+ years in marketing or event planning, strong organizational skills, and a hospitality mindset.

Qualifications

• 3–5+ years of professional experience in marketing, event planning, client experience, or related field.
• Experience planning and executing professional events from start to finish.
• Strong organizational and project management skills with ability to manage multiple deadlines.
• Experience working with CRM systems and data tracking.
• Proficiency with Canva, Adobe Express, Microsoft Office, and social media platforms.

Responsibilities

• Lead planning and execution of client appreciation events, educational workshops, seminars, networking events, and community outreach initiatives.
• Own event timelines from concept through post-event follow-up, coordinating venues, vendors, catering, décor, signage, audiovisual needs, and logistics.
• Manage registration systems, invitations, RSVP tracking, and attendee communications.
• Partner with advisors and leadership to create exceptional guest experiences, and support occasional evening events.
• Track event budgets, attendance, and return on investment, and conduct post-event reporting to recommend improvements.
• Manage the firm's marketing calendar and campaign timelines, including the social media content calendar across all platforms.
• Design branded graphics using Canva, Adobe Express, or similar tools, and repurpose advisor content into digital marketing pieces.
• Coordinate photography, video, and other digital assets, and monitor marketing performance and engagement metrics.
• Track and manage prospect activity from initial introduction through conversion, including follow-up communications after meetings and events.
• Prepare prospect packets and meeting materials, and schedule prospect meetings while maintaining advisor calendars as needed.
• Build and maintain dashboards to measure marketing and event performance, and maintain CRM accuracy and data integrity.
• Design polished marketing collateral, presentations, and event materials while ensuring consistent branding across all communications.

Skills

Project management

Customer-focused

Excellent communication

Organizational skills

Hospitality mindset

Tools

Canva

Adobe Express

Microsoft Office

CRM systems

Job description

The Well in Dayton, OH is seeking a Client Experience & Event/Marketing Coordinator to design and execute unforgettable client experiences and marketing initiatives. You will manage events from concept to post-event follow-up, coordinate vendors, registrations, and budgets, and support the firm’s growth through compelling campaigns and CRM-driven outreach.

The role requires 3–5+ years in marketing or event planning, strong organizational skills, and a hospitality mindset.