Company Overview
Raleigh Capital Management Inc. is a registered investment advisor with the United States Securities and Exchange Commission (SEC). Please note that registration does not indicate any level of skill or training. Raleigh Capital Management’s unique CRD number is 149538.
You can access a free copy of Raleigh Capital Management’s firm brochure (Form ADV Part 2A) and client relationship summary (Form CRS).
Raleigh Capital Management provides investment advisory services only in jurisdictions where it is appropriately registered or exempt from registration. Services are available only after clients have:
- Entered into an investment advisory agreement that outlines the terms of engagement.
- Received a copy of the firm’s ADV Part 2A and Form CRS.
Insurance Services
Insurance products and services are offered through Raleigh Wealth Solutions Inc., an affiliate of Raleigh Capital Management. Any guarantees associated with these products are backed by the financial strength and claims-paying ability of the issuing insurance company. These guarantees may be subject to restrictions, limitations, or early withdrawal fees, which vary by issuer.
It is important to note that these insurance products are not related to securities or investment advisory products. Before entering into any insurance contract, clients should carefully consider charges, risks, expenses, and investment objectives.
Important Disclosures
- This material is provided for informational purposes only and should not be interpreted as a solicitation to engage in securities transactions or personalized investment advice.
- The content is not intended to offer tax, legal, accounting, or financial advice.
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Position Overview
The primary objective of this role is to serve as the lead coordinator for all client events, seminars, and workshops. Responsibilities include strategic planning, budget management, attendee engagement, marketing coordination, and event execution. The role also involves managing the event calendar, tracking effectiveness, and fostering relationships with clients and prospects.
This individual will be responsible for seamlessly executing events, enhancing client engagement, and ensuring a positive experience for both clients and prospects.
Minimum Requirements
- Bachelor’s degree required
- 2+ years of event planning experience
- Proficiency in Microsoft Office (Word, PowerPoint, Outlook, and Excel) with the ability to quickly learn new software
Required Skills
- Strong ability to plan, coordinate, and execute events
- High level of organization and work ethic
- Advanced Microsoft Office skills (Word, PowerPoint, Outlook, Excel)
- Exceptional verbal and written communication skills
- Proven ability to work independently and meet deadlines
Key Responsibilities
- Collaborate with the Marketing Team on event strategies
- Act as a liaison with vendors to enhance client experiences
- Conduct check-in calls with concierge clients to strengthen relationships
- Manage event budgets effectively
- Confirm logistics for upcoming events and seminars
- Maintain an up-to-date database/CRM by inputting prospects and tracking interactions
- Oversee event scheduling and calendar management
- Document client referrals and follow-ups
- Plan, coordinate, and execute all client events, seminars, and follow-ups
- Assist with the implementation of new marketing initiatives
- Participate in team meetings to review marketing strategies
- Organize the event check-in process and other logistics
- Handle event setup, teardown, and execution
- Call all event attendees the day before to confirm attendance
- Track and manage RSVPs for all upcoming events, workshops, and seminarsRaleigh Capital Management and Raleigh Wealth Solutions do not provide tax, legal, or accounting services. Clients should consult qualified tax, legal, and accounting professionals before making any financial decisions.
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