Digital Marketing Coordinator: Managing Investor Calls, Webinars, and Digital Events

Responsible for coordinating and managing all aspects of investor calls and webinars. This includes organizing and hosting client-facing investor calls, internal and external webinars, a variety of additional virtual events, building and sending invitations, speaker confirmations, etc. The ideal candidate will have excellent organizational and communication skills, a keen attention to detail and the ability to manage multiple projects simultaneously.

Responsibilities:

• Event Coordination: Plan, schedule, and execute investor calls, webinars, and other virtual events. Coordinate with internal partners to ensure seamless execution.

• Content Development: Work with senior management and marketing teams to develop presentation materials, agendas, and talking points for investor calls and webinars.

• Communication: Serve as the primary point of contact for internal planning, addressing inquiries and providing necessary information before, during, and after events.

• Technical Management: Set up and manage webinar platforms and conferencing tools. Ensure all technical aspects of the events run smoothly. Be on the line and presentable to run, potentially introduce and/or manage Q&A for all calls.

• Promotion: Collaborate with the marketing team to promote investor calls and webinars through various channels as needed (may include investor portal, email campaigns, social, and web).

• Follow-Up: Prepare and distribute post-event summaries, recordings, and any relevant materials to investors. Gather feedback and analyze event performance to identify areas for improvement.

• Reporting: Maintain detailed records of investor interactions and event attendance. Provide regular reports to senior management on event metrics and investor engagement.

• Hosting: On some calls, introduce and welcome speakers during live webcasts, ensure smooth transitions, and engage the audience with professional and enthusiastic communication.

• Compliance: Ensure all communications and materials adhere to regulatory and company requirements with Compliance review and approval.

Qualifications:

• 2-4 years of experience in virtual event management. Experience in investor relations, marketing, or a similar role a plus.

• Strong organizational and project management skills with the ability to handle multiple tasks simultaneously.

• Excellent written and verbal communication skills.

• Proficiency in using webinar and conferencing tools (e.g., Zoom, WebEx, GoToWebinar).

• Familiarity with email marketing platforms (Salesforce) and CRM (Salesforce Marketing Cloud) software.

• Attention to detail and a high degree of accuracy.

• Ability to work independently and as part of a team.

• Knowledge of investment management and investor relations is a plus.

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