Wealth.com

Events

• Plan and execute in-person events that support Wealth.com’s brand, pipeline, and partner objectives across advisor, client, and strategic audiences.
• Develop and manage detailed event timelines, budgets, and run-of-show documentation with precision and accountability.
• Coordinate end-to-end logistics, including venue research, vendor sourcing, shipping, staffing, communications, and event technology.
• Partner closely with Marketing, Sales, and Customer Success to align event execution with broader go-to-market goals.
• Support internal event representatives with preparation materials, pre-event briefings, post-event debriefs, and on-site coordination.
• Lead day-of execution, ensuring a calm, professional presence while proactively troubleshooting and resolving issues.
• Collaborate with Marketing to support promotional efforts, including landing pages, email campaigns, and social content tied to events.
• Measure event performance and deliver post-event reporting with insights and recommendations for continuous improvement.

Event Coordinator

Vice President

• Participate in our most important growth initiatives.
• Interface with senior partners at AmLaw 100 firms and executives at major financial institutions and trust companies to drive enterprise acclimatization and adoption of technology.
• Bring in marquee and larger customers by working closely with our growth team, specifically the Director, Private Wealth Sales and Chief Growth Officer.
• Be a software product visionary.
• Improve the UHNW products by continuing the feedback loop with our product and engineering teams so that our solutions meet the rigorous standards of a partner-level attorney.
• Ensure our company is proactive and the market leader, not just reactive to market trends and customer feedback.
• Continue our culture of excellence and innovation.
• Lead our people.
• Build processes and participate in pre-sale and post-sale implementation of the software on site with customers.
• Create systems, procedures, and internal metrics to ensure high-quality support from the legal and support teams at scale. Work closely with our Head of Client Experience.
• Lead the Wealth.com professional review team, as a team of super users that supports our blue-chip customers.

Event Coordinator

Senior Vice President – Private Wealth