Position Overview

The Advisor Experience Coordinator is a critical execution role within the NewEdge Advisors Strategy and Communications team — with event coordination and event communications at the core of the work. The majority of this role (approximately 50–60%) is dedicated to planning, managing, and executing advisor-facing events of all types: webinars, regional events, national conferences, appreciation programs, and more. This includes not just logistics, but the communications that surround them — pre-event outreach, registration management, attendee communications, on-site coordination, and post-event follow-up.

Beyond events, this role provides broader hands-on support across campaigns, advisor marketing programs, and channel initiatives — helping channel managers execute projects that drive engagement and advisor support. This role manages the details, anticipates what’s needed, and ensures nothing falls through the cracks. This is an excellent opportunity for an early-career professional with a passion for events, communications, and marketing.

The ideal candidate is organized, eager to learn, and energized by variety. They take ownership of details, communicate proactively, and bring a positive, service-first attitude to a team that moves fast. Comfort with marketing and event platforms is a plus — but a genuine willingness to learn and a bias toward action are non-negotiable.

This role reports to the SVP, Strategy and Communications or a Senior Project Manager.

Key Responsibilities

  • Support the coordination of advisor-facing events, including webinars, regional conferences, appreciation events, and national programs — assisting with logistics, communications, and on-the-ground execution under the guidance of project leads.
  • This role would be the first point of contact for RFP sourcing, vendor and supplier coordination, event communications, and registration management.
  • Manage event registration platforms, track attendance, and compile post-event data and wrap-up summaries.
  • Serve as an on-site or virtual event point of contact, ensuring smooth execution and a high-quality advisor experience.
  • Maintain event calendars and timelines; flag risks or delays to project leads proactively.
  • Act as a responsive resource for advisor inquiries — triaging and escalating as needed.
  • Maintain and update shared event resources, including templated materials.
  • Support channel managers with program-specific needs, including materials production, communications support, and event coordination.
  • Maintain accurate records across event related tools and systems to ensure data hygiene and documentation standards are upheld.
  • Contribute to the continuous improvement of team processes, templates, and standard operating procedures.

Qualifications

Required

  • 0–2 years of experience in marketing, communications, events, or a related field. Recent graduates with relevant internship or volunteer experience are encouraged to apply.
  • Strong organizational skills with the ability to manage multiple tasks and deadlines in a structured, detail-oriented way.
  • Clear written and verbal communication skills; able to draft professional correspondence and adapt tone to audience.
  • Proactive and resourceful — someone who asks good questions, follows through, and doesn’t let things slip.
  • Comfortable working both collaboratively and independently in a fast-paced team environment.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and a demonstrated ability to learn new platforms quickly.

Preferred

  • Exposure to event coordination or marketing support through internships, coursework, or volunteer experience.
  • Familiarity with any marketing, CRM, or event management platforms (e.g., HubSpot, Salesforce, Zoom Webinars, Cvent, or similar) — willingness to learn is more important than prior expertise.
  • Interest in or exposure to the wealth management, financial services, or professional services industry.
  • Basic comfort with project tracking tools such as Monday.com or shared spreadsheets.

Competencies

The following competencies are essential to success in this role:

  • Execution Excellence — Delivers on commitments with accuracy and speed; holds themselves accountable for outcomes.
  • Collaboration — Works effectively across teams and functions; builds trust with channel managers, advisors, and external partners.
  • Adaptability — Stays composed and effective amid shifting priorities; approaches change with a solutions orientation.
  • Attention to Detail — Catches errors before they go out the door; applies a quality-control mindset to every task.
  • Initiative — Doesn’t wait to be told; identifies what’s needed and moves forward with appropriate judgment.
  • Communication — Keeps stakeholders informed; escalates issues early and clearly.