Meeting & Event Planning Coordinator

D.A. Davidson’s Special District Group; Montana; Hybrid; USD 72,000 - 92,000; Full time

Benefits offered by this job

Medical, Dental & Vision

401(k) and ESOP contribution

Sick, vacation, and parental leave

Paid holidays

Professional development opportunities

Tuition reimbursement ($15,000 cap)

Discounted personal insurance

Charitable gift-matching

Davidson Day of Giving

Job summary

D.A. Davidson Companies is seeking a Marketing & Event Planning Coordinator to support event coordination and collateral for events, reporting to the Director of Marketing.

The role spans collaboration across multiple business units within a dynamic financial services firm. Requirements include a Bachelor’s degree in hospitality or related field, corporate event planning experience, and strong communication and organizational skills.

Qualifications

• Bachelor’s degree in hospitality, tourism or travel management.
• Experience in corporate event planning.
• Excellent written and verbal communication skills.
• Able to work under tight deadlines with high-quality output.
• Strong organizational skills and attention to detail.

Responsibilities

• Plan and coordinate events, including venue sourcing, vendor bids, contracts and budgets.
• Manage on-site logistics, attendance records and solution delivery during events.
• Support web-related meeting needs, including registration site setup and management.
• Engage with attendees to assess needs and improve event outreach and processes.

Skills

Communication skills

Adaptability

Time management

Organizational skills

Detail-oriented

Independent / self-motivated

Team collaboration

Education

Bachelor’s degree in Hospitality, tourism or travel management

Job description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary/Function:

The Marketing & Event Planning Coordinator supports a variety of marketing initiatives including primarily event coordination and all collateral used in the execution of events including digital content in order to contribute to the successful promotion of the D.A. Davidson Companies brand. This role will report directly to Director of Marketing and will have a unique opportunity to collaborate among multiple business units thus having a window into the workings and opportunities within a diversified and dynamic financial services firm.

Primary 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
• This role is 100% in-office. Candidates must have the ability to work on-site, full-time, five days per week.
• Ability to travel as required

Primary 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

What we offer:

Competitive salary plus excellent benefits and perks including, but not limited to:

• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles.
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

The potential base pay hiring range for this role is $72,000 – 92,000 annually. This role is eligible to participate in applicable D.A. Davidson variable compensation programs. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.

$72,000 - $92,000 a year

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

ACKNOWLEDGMENT

Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration foremploymentor, if hired, may result in my termination of my employment at any time during the period of myemployment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.