Events Coordinator

Position Summary

Guggenheim Investments is looking for an experienced Event Coordinator to join our team. Reporting to the Head of Sales Support, this position will be responsible for the coordination of event requests, developing event timelines and logistics, managing event budgets, the coordination of internal/external stakeholders, and the execution of a wide variety of event tasks.

The position is based in our NYC office 4 days per week and will require travel between offices and other event locations.

Responsibilities

Key Responsibilities

• Plan and manage all aspects of virtual, hybrid, and in-person events, from inception to completion, for both internal and external audiences, including sales conferences, employee engagement activities, and other corporate functions.
• Develop realistic and comprehensive event timelines and detailed Run of Show documents.
• Manage the conference/event proposal process, including budgeting and decision-making around attendance, sponsorship, invitations, and speaking engagements.
• Manage event logistics, including invitation lists, RSVP tracking, and communication with attendees.
• Research, select, and manage vendors (venues, catering, photographers, etc.), negotiating contracts and maintaining an updated vendor list. Vet external vendor contracts through Sourcing and Legal teams.
• Work with Compliance to ensure all external invitees are vetted and approved.
• Manage event budgets, track expenses, and reconcile invoices.
• Conduct site surveys and coordinate with onsite event personnel.
• Work with Administration, IT, and Premises to reserve event locations, secure necessary equipment (furniture, AV, IT), and coordinate catering.
• Utilize event management software (Cvent) to manage event communications, invitations, RSVPs, surveys, budgets, and event websites.
• Coordinate and set up webcasts and conference calls.
• Maintain a library of event recordings and photos.
• Maintain a calendar of national sales conferences and events.
• Work with the sales team to plan, budget, and track conference attendance and provide administrative/operational support.
• Coordinate meeting and tradeshow shipments and printing requests.
• Produce event evaluation summaries and recommendations.
• Manage post-event tasks, including invoice tracking, budget reconciliation, drafting post-mortem documents, attendee surveying, and closing out events.
• Provide event-related reporting and feedback to the Office of the President and other relevant stakeholders.
• Coordinate with Business Unit heads to curate invitation lists and design invitations.
  
  

Qualifications

Basic Qualifications

• 3 years experience in event operations/planning
• Undergraduate degree preferred
  
  

Preferred Qualifications

• Financial Services or Investment Management exposure preferred
• Client Services / Sales Support experience a plus
• Strong communication skills and ability to effectively work with vendors and clients
• Keen attention to detail
• Proficiency in Microsoft Office Suite and other common business software applications
• Strong interpersonal and organizational skills
• Ability to identify and solve problems
• Demonstrates persistence and willingness to take on unexpected work
• Willingness to travel when needed for event assistance
  
  

Salary Range

Annual base salary between

$120,000.00-$125,000.00

The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.