Marketing Event Coordinator

Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
This role is responsible for the coordination of logistics and event execution for SDIRA sales. These events could be virtual, hybrid, or on site. This individual will collaborate with the extended marketing team pre-plan strategy, execute the strategy, and ensure post-event that objectives have been met and communicated to all stakeholders. This individual will also manage relationships with multiple external vendors to meet schedules and manage deliverables for conference and promotional materials, marketing content, and related campaign plans to meet business goals while ensuring the accuracy, quality, and consistency of corporate brand standards.

• Work in close partnership with appointed teams, execute the organization's conference and events calendar, with focus on ensuring an optimal corporate brand presence, delivering high quality leads and pipeline generation and/or deepening engagement with clients, and assessing and maximizing ROI
• Create and deliver a project plan for each event, to include pre and post event key deliverables, tactics, timelines, and measurable results, ensuring alignment to clear strategic business goals and targets.
• Be the point of contact for set-up, troubleshooting, and breakdown during events
• Track event budgets and ensure expenses are within allocated limits
• Maximize (attendee engagement) and lead generation efforts, including developing pre-and post-event communications, creating sales and marketing goals, exhibiting at booth, and working closely with the sales team to ensure effective client journeys, secondary follow-up, and ongoing engagement journeys, as defined
• Align with the marketing and sales teams' direction and CRM platform capabilities to identify, maintain, and deliver quantitative and qualitative reports and dashboards on conference and events
• Serve as the team's expert to find efficiencies and implement best practices for conference goals, messages, audience alignment, lead generation campaigns, speaker plan, collateral, website and registration, and attendee experience
• Manage outside vendor relationships and internal partnerships for administrative needs, event logistics and shipping materials.
• Work closely with SDIRA marketing team to ensure successful event administration and logistics before, during, and after events, including (but not limited to) event registration, space/booth selection, space setup and breakdown, booth and/or collateral needs, catering support, name tags, signage, and vendor support
• Drive and manage to the budget and internal approval process, including cross‐functional approvals from sales, product, client service, and legal teams when required
• Own and drive the planning, execution, and post-event analysis of webinars, ensuring alignment with strategic business goals, audience engagement, and lead generation efforts. Lead all aspects of webinar logistics, content creation, and follow-up activities.
• Other duties as assigned.

Preferred Qualifications
Education & Experience:

• 1-2 years of experience in event planning, sales and marketing, or project management
• Bachelor's degree in communications, marketing or business preferred

Skills & Abilities:

• Ability to proactively analyze, problem-solve, and make quick, sound decisions
• Strong verbal and written communication skills
• An affinity for accuracy and efficiency
• Proficiency in Microsoft Word, Outlook, PowerPoint, and Teams
• An aptitude for prioritization and multi-tasking
• Strong collaboration skills
• Experience with Salesforce CRM, preferred
• Strong organization skills with a drive to meet deadlines

Other Requirements:

• Travel up to bi-annual for team meetings
  • Ability to provide personal transportation from time to time
• Occasionally lifts up to 25 pounds
• Ability to work overtime
• Prolonged periods of sitting at a desk and working on a computer

Compensation & Benefits
$22.55/hr-$26.83/hr