Corporate Events Planning Lead

Job Overview

We are seeking an experienced Events Planning Lead to oversee the planning, coordination, and execution of seminars, educational workshops, webinars, and client appreciation events. This role is ideal for a highly organized, results-driven professional who enjoys leading projects, improving processes, and delivering consistently high-quality events. The successful candidate will take ownership of event operations, manage multiple priorities, and ensure every event is executed with precision and professionalism.

About Strittmatter

Strittmatter Wealth Management Group, LLC is a boutique Registered Investment Advisor based in Fort Worth, Texas. Since 2007, we have specialized in retirement planning, investment management, and business planning for high-net-worth clients. We are committed to operational excellence, continuous improvement, and delivering an exceptional client experience.

Key Responsibilities

• Plan, coordinate, and oversee seminars, webinars, educational workshops, and client appreciation events.
• Lead the events team and manage event logistics, schedules, vendors, and execution.
• Confirm attendees, coordinate follow-up activities, and schedule qualified prospects for advisor consultations.
• Monitor KPIs, event performance, and post-event results while identifying opportunities for improvement.
• Maintain accurate CRM records, reporting, and event documentation.
• Troubleshoot issues, improve workflows, and ensure events consistently meet firm standards.
• Support event promotions, social media updates, and post-event communications.

Qualifications

• Minimum of three years of experience in event planning, event management, or a related leadership role.
• Must have had previous experience leading a team
• Experience managing multiple projects and meeting deadlines in a fast-paced environment.
• Background in corporate events, marketing, hospitality, or client engagement preferred.
• Availability for Tuesday and Thursday evening events, Friday afternoon events, and two to three weekends annually
• Willing to work on a hybrid arrangement

Required Skills

• Strong organizational, planning, and project management abilities.
• Results-oriented with exceptional attention to detail and follow-through.
• Proven leadership, problem-solving, and decision-making skills.
• Excellent written and verbal communication skills.
• Ability to analyze performance metrics and drive continuous improvement.
• Professional, accountable, and able to work independently while collaborating effectively with others.

Why Join Strittmatter Wealth Management Group

• Competitive compensation with performance-based bonus opportunities.
• Professional, collaborative, and growth-oriented culture.
• Long-term career growth and leadership opportunities.