Meeting & Event Planning Coordinator

Company Overview

D.A. Davidson Companies is an independent, employee-owned firm with over 90 years of history. Our commitment is to uphold the highest standards of ethics and integrity while providing exceptional service to clients and colleagues. We foster an open, supportive atmosphere that encourages honest communication and collaboration, enhancing both our teams and community impact. Giving back to local communities is a key value of ours.

Role Summary

The Marketing & Event Planning Coordinator plays a vital role in supporting a variety of marketing efforts, with a focus on organizing events and developing all related promotional materials including digital content. Reporting to the Director of Marketing, this position offers unique cross-unit collaboration in a dynamic financial services environment.

Primary Responsibilities

• Plan and execute corporate events by selecting venues, obtaining and negotiating vendor bids, managing contracts, and coordinating all logistics such as food, travel, lodging, equipment, and materials.
• Maintain and manage web-based meeting functionalities, including registration portal creation and administration.
• Engage proactively with event participants to identify and address their needs before and during events, developing effective outreach processes.
• Provide onsite problem-solving and ensure smooth event operations.
• Perform additional duties as assigned to support marketing initiatives.

Required Qualifications

• Bachelor’s degree, preferably in Hospitality, Tourism, or Travel Management.
• Experience in corporate event planning.
• Excellent verbal and written communication abilities.
• Creative thinking coupled with well-reasoned recommendations.
• Strong organizational skills and great attention to detail.
• Ability to meet tight deadlines while ensuring high-quality deliverables and follow-through.
• Competent in managing multiple concurrent projects effectively.
• Self-driven and capable of working independently and within fast-paced teams.
• Willingness to travel as necessary.

Compensation and Benefits

The annual salary range offered for this role is $72,000 to $92,000, depending on qualifications, experience, and location. Eligible to participate in company variable compensation programs.

• Medical, dental, and vision insurance plans.
• 401(k) and Employee Stock Ownership Plan (ESOP) contributions.
• Paid sick leave, vacation time, and parental leave.
• Paid holidays.
• Opportunities for professional development and continuing education, including a tuition reimbursement benefit capped at $15,000 lifetime.
• Discounted personal insurance options including home, auto, and recreational vehicles.
• Matching charitable contributions and a dedicated day of community service (Davidson Day of Giving).

Equal Opportunity Employer Statement

D.A. Davidson values diversity and inclusivity and is committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment and employment process.

Acknowledgment

Applicants must certify the accuracy and completeness of submitted information; falsifications may result in disqualification or termination.