EVENTS AND EDUCATION COORDINATOR
ALM First Marketing and Events
$70B in Assets Under Management
Dallas, TX
Are you passionate about providing exceptional client service, supporting high-profile corporate events, and ensuring every detail is precisely managed? ALM First is growing, and we are looking for an Events and Education Coordinator to join our dynamic team!
For 30 years, ALM First has been a trusted strategic partner to financial institutions, offering investment management, balance sheet advisory, and education services. The Events and Education Coordinator plays a key role in delivering seamless, high-impact events that reflect our commitment to excellence. This role is ideal for enthusiastic, service-oriented professionals who thrive on building relationships within the industry and ensuring exceptional client experiences. You’ll proudly represent the ALM First brand, collaborating with colleagues and industry partners to create meaningful, well-executed events.
As the Events and Education Coordinator, you will play a vital support role in the coordination and execution of corporate meetings, executive events, and educational webinars. Partnering closely with the Events and Education Manager, you will assist with event logistics, vendor coordination, and attendee communications to ensure smooth operations. Responding promptly to internal and external event inquiries, you will help to create a seamless experience for executives, clients, and stakeholders. Your ability to anticipate needs, stay organized, and provide outstanding customer service will be critical to the success of our events.
Our team fosters a collaborative environment where hard work is recognized and growth is encouraged. Whether you want to expand your skills, advance your career, or contribute to meaningful projects, we’re excited to support your journey and welcome you to the team.
Key Responsibilities
- Support the planning and execution of corporate meetings and executive events at luxury venues (e.g., Ritz-Carlton, Four Seasons), including managing logistics, contracts, budgets, and maintaining detailed event documentation, timelines, and project plans
- Manage event registration and tracking through Cvent and Salesforce
- Oversee weekly educational webinars via ON24, ensuring a seamless attendee experience
- Act as the primary point of contact for executive attendees
- Monitor and respond quickly to email requests, providing prompt assistance for internal and external event-related inquiries
- Build and maintain relationships with vendors, venues, and service providers
- Support on-site staff and event personnel, ensuring smooth execution
- Generate post-event reports, providing insights for continuous improvement
- Process and reconcile event-related invoices and expense reports
- Collaborate with marketing on event promotions, campaign integration, and tracking
- Uphold ALM First’s standards of professionalism, service quality, and event excellence, ensuring exceptional interactions with members, associates, and guests
- Maintains a positive attitude and the flexibility to take on new and different tasks
Qualifications
- 2-3 years of corporate meeting or event planning experience, preferably in financial services or professional services
- Proven track record of supporting high-end executive events at luxury venues
- Exceptional project management and problem-solving skills
- Refined written and verbal communication skills
- Ability to remain calm and effective under pressure during live events
- Bachelor’s degree in Event Management, Hospitality Management, Business Administration, or a related field preferred
- Experience in Cvent, ON24, Salesforce, and Microsoft Office Suite a plus
- CMP (Certified Meeting Professional) or DMCP (Destination Management Certified Professional) certification is a plus
Additional Details
- Hybrid work environment with in-office days required for planning meetings
- Some travel required for on-site event planning and execution
- Must be able to work extended hours, evenings, and weekends as needed during events
ABOUT ALM FIRST
ALM First is a leading, trusted strategic partner for depository institutions, offering an array of financial advisory services. Since 1995, our expertise in asset liability management, fixed-income portfolio management, and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With approximately $70 billion of investments under management (as of December 31, 2024). ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions nationwide. Please learn more about us at www.almfirst.com.
ABOUT DDJ MYERS, an ALM First Company
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.
