Retreat Coordinator

Grade Level (for internal use): 08

About the role

We are looking for a highly organized and proactive Partnership Retreats Coordinator to support the US Partnership Retreats team. This role provides broad exposure to the planning and delivery of small-scale events (called Retreats) within the finance industry. The position will support content, marketing, and sales-related research, playing a key role in ensuring smooth execution across each stage of the event lifecycle. It's an excellent opportunity for someone early in their career who is interested in events, marketing, or financial services content development and is eager to learn in a fast-paced, collaborative environment.

Responsibilities

Content & Materials Support

• Regularly update event agendas (using InDesign) and distribute to relevant teams
• Organize and track speaker information, including registrations and key details in internal systems
• Schedule and coordinate all content-related calls, including those for the advisory board and speakers
• Upload and maintain event content information across platforms and use cases, including preparing event presentation slides and agenda details with the event mobile app
• Support the creation of briefing documents and post-event summaries

Marketing & Campaign Support

• Manage regular updates to marketing materials, including brochures, event calendars, and client lists
• Assist with basic data research and gathering information on target audiences
• Support marketing campaigns by pulling data and helping set up outreach in marketing systems (e.g., Pardot)
• Support ad hoc projects such as speaker tiles for LinkedIn

Retreat Administration & Coordination

• Maintain and update attendee lists across all events
• Provide general administrative support across the team to ensure timelines and deliverables are met
• Assist with on-site event support, including the opportunity to travel to conferences across the US
• Provide general support to the team across multiple events and projects

Pay

The anticipated base salary range for this position is $65,000 to $75,000 per year. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses, and certifications. In addition to base compensation, this role is eligible for an annual incentive plan.

Benefits

• Health & Wellness: Health care coverage designed for the mind and body
• Flexible Downtime: Generous time off helps keep you energized for your time on
• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills
• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs
• Family Friendly Perks: Benefits for partners and children, including some best-in-class benefits for families
• Beyond the Basics: Retail discounts and referral incentive awards

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries/