Events Associate Contractor at Vestwell

New York, New York, United States

Vestwell Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Financial ServicesIndustries

Requirements

  • Bachelor’s degree in Marketing, Communications, Hospitality, or a related field
  • 1–2 years of experience in event coordination, logistics, or marketing support
  • Strong organizational and project management skills with keen attention to detail
  • Ability to manage multiple priorities and deadlines in a fast-paced environment
  • Proficient in Google Workspace (Docs, Sheets, Slides); familiarity with Asana or other project management tools is a plus
  • Self-starter with a proactive, can-do attitude (preferred)
  • Excellent written and verbal communication skills (preferred)
  • Collaborative team player who enjoys cross-functional work (preferred)
  • Interest in creative branding, design collaboration, and experiential marketing (preferred)
  • Comfortable working with data for tracking and reporting (preferred)
  • Willingness to travel for events, if needed (preferred)

Responsibilities

  • Support the execution of 80+ events annually, including conferences, happy hours, client activations, and branded events
  • Coordinate in-office shipping and logistics, including tradeshow booth materials, swag, and signage
  • Assist with the creation and delivery of printed collateral, signage, and event materials
  • Source venues for happy hours, dinners, and private events
  • Support the coordination of food, beverage, and AV needs for events
  • Assist with sourcing and producing branded swag and marketing assets to ensure brand consistency
  • Support logistics and fulfillment for corporate gifting initiatives, including sourcing, inventory tracking, and timely delivery
  • Fulfill other ad-hoc event-related requests as needed

Skills

Event Logistics
Tradeshow Management
Venue Sourcing
Swag Management
Shipping Coordination
Printed Collateral
Event Execution
Client Activations
Marketing Support

Vestwell

Digital platform for modern retirement plans

About Vestwell

Vestwell provides a digital platform that simplifies the management of retirement plans for businesses and their employees. Employers benefit from streamlined onboarding, vendor oversight, and fiduciary investment management services, which reduce administrative burdens and liability. Employees can customize their investment options and easily monitor their plans through a user-friendly interface. Vestwell's integrated approach and transparent pricing distinguish it from competitors, with the goal of transforming retirement planning through technology.

New York City, New YorkHeadquarters
2016Year Founded
$231MTotal Funding
SERIES_DCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees

Benefits

Health Insurance
Paid Vacation
Hybrid Work Options
401(k) Retirement Plan
Performance Bonus
Company Equity

Risks

Increased competition from Ascensus in the state auto-IRA market.
Ameritas and Pontera partnership may divert clients seeking integrated financial services.
Dependence on John Hancock partnership could pose risks if challenges arise.

Differentiation

Vestwell offers a comprehensive digital platform for retirement plan management.
The company provides customizable investment options tailored to individual employee needs.
Vestwell integrates fiduciary services to limit employer liability in retirement plans.

Upsides

Partnership with TIAA introduces lifetime income solutions, enhancing retirement offerings.
Collaboration with John Hancock Retirement boosts market presence and credibility.
$125 million Series D funding supports platform expansion and service enhancement.

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