Spezialist/in für Kapitalrückzahlungen in der Wertpapierabwicklung. Verantwortung für operative Abwicklung, Abrechnungen, Schnittstellenabstimmung und fachliche Beratung in München.
About the role
- Marketing Events Coordinator supporting CAPTRUST's Business Development team. Planning and executing events including webinars and in-person seminars with seamless logistics and engagement.
Responsibilities
- Own the end‑to‑end event lifecycle (strategy, planning, execution, and follow‑up) for client and prospect programs—webinars, seminars, client forums, and partner activations—against business development goals and an annual events calendar
- Build project plans and run‑of‑show timelines; define milestones, owners, and proactively escalate potential roadblocks
- Source and secure venues/vendors (A/V, catering, décor, transportation); negotiate terms, and coordinate day‑of logistics and load‑in/out
- Set and track budgets; reconcile final actuals against budget; report cost per registrant/attendee
- Coordinate staffing plans (greeters, speakers, exec hosts) and on‑site roles; lead day‑of execution and post‑mortems
- Build and manage registration sites and workflows including confirmation, reminder, and waitlists, own attendee data hygiene and list management
- Coordinate speaker briefings, agendas, and presentations; collect, QA, and distribute materials; manage event collateral and signage.
- Define and track success metrics (registrations, show rate, engagement, satisfaction/NPS, cost/attendee, influenced/sourced pipeline in partnership with) marketing team
- Maintain detailed event records; deliver insights and recommendations to improve program effectiveness and ROI
- Coordinate internal meetings and executive reviews tied to events (briefings, prep sessions, dry‑runs)
- Work cross‑functionally with Business Development, Marketing, Creative/Brand, Compliance, to ensure flawless execution.
Requirements
- 2+ years of marketing experience preferred
- 2+ years managing logistics for events, including multiple events simultaneously
- Experience working for an organization that provides retirement plan services a plus
- Exceptional organizational skills with the ability to prioritize effectively
- Proactive, self‑driven, and able to take initiative without prompting
- Excellent communication and interpersonal skills; able to work confidently with internal and external stakeholders
- High attention to detail and commitment to accuracy, quality, and meeting deadlines
- Proven ability to manage multiple tasks and projects simultaneously
- Collaborative team player with a willingness to assist wherever needed
- Demonstrates professionalism, sound judgment, and adherence to internal business conduct standards
- Ability to adapt quickly in a fast‑paced environment.
Benefits
- Company discretionary bonus.
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
- Paid time off (PTO) or Paid Sick Leave (PSL)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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