Marketing and Events Coordinator

Curi Capital is a rapidly growing national registered investment advisory firm based in Chicago. The Marketing and Events Coordinator will be responsible for coordinating marketing initiatives, managing events and webinars, and supporting the company's marketing goals through various content and platform management tasks.

Responsibilities

• Coordinate events and webinars:
• Launch and manage an event platform (e.g., Cvent)
• Organize external client and prospect events (venue contracts, catering, AV)
• Curate lists in Salesforce CRM; send invitations; manage RSVPs
• Support presenters and facilitate monthly webinars via Zoom
• Assist with internal events such as company-wide meetings and partner gatherings
• Manage the Curi Capital website using WordPress (posting content, updating stats, etc.)
• Build and send emails in Pardot to support advisory teams; maintain accurate data in Salesforce CRM
• Contribute to content creation, including articles for our annual magazine INVESTED , employee profiles, and other marketing materials
• Oversee branded collateral inventory and ordering across offices (business cards, merchandise, event materials)
• Share company updates on SharePoint and assist with employee onboarding/offboarding (bios, website listings)
• Support data hygiene in Salesforce CRM and provide backup for teammates on miscellaneous projects
• Perform other related duties as assigned

Skills

• Bachelor's degree from a four-year college or university
• 1–4 years of related experience
• Proficiency in Microsoft Office Suite, Zoom, Salesforce, and WordPress
• Exceptional attention to detail and strong project management abilities
• Excellent verbal and written communication skills
• Ability to interact effectively with all levels of management
• Strong work ethic, self-management, and multitasking capabilities
• Can-do attitude: you enjoy doing whatever needs to be done and helping others succeed
• Ability to leverage AI tools (e.g., ChatGPT) to jumpstart and expedite projects
• Familiarity with marketing platforms such as Pardot and event management tools (e.g., Cvent)

Benefits

• Comprehensive health benefits, including medical, dental, vision, and life insurance
• Education assistance
• 401(k) and employer match
• Short-term disability
• Long-term disability
• Flexible time off
• 10 paid holidays
• Summer hours

Company Overview