Job Description:

About the Team

Barron's Wealth & Asset Management Group harnesses the power of an elite community of the nation’s top financial advisors, who collectively manage $9 trillion and use our platforms to share best practices, insights, and strategies that have resulted in outstanding client outcomes. Our two-decade history of coveted advisor rankings sets the industry standard and serves as a valuable resource for advisors and investors alike. 

We host a series of invitation-only summits to help the most successful advisors further improve their practices. The summits convene the top 1% in the field, giving them the opportunity to share game plans for personal and professional growth. The W&AM (Barron’s Advisor) group also serves as a thought leader in the industry, helping advisors develop best practices, benchmark their own practices, and advance their development by pairing them with coaches.

 

About the Role

Barron’s Wealth & Asset Management Events

The Speaker & Programming Coordinator supports the Senior Director of Programming in the development and execution of Barron’s Wealth & Asset Management events, with primary responsibility for coordinating the speaker experience from confirmation through onsite execution and post-event follow-up. Speaker and program operations are the foundation of this role, complemented by content-support responsibilities such as research, drafting, editing, and preparation of program materials.

We are looking for a highly organized, proactive professional with exceptional follow-through, strong writing and research skills, and the judgment to work confidently with senior financial advisors, executives, and other high-profile speakers. The ideal candidate thrives in a fast-paced environment, can independently coordinate a large volume of speaker details across multiple events, and understands the distinction between responsibilities they own independently and programming or content decisions that require alignment and approval.

You Will:

• Manage speaker coordination from confirmation through post-event follow-up, including communications, scheduling, deliverables, contracts, travel, AV requirements, special requests, and onsite support.
• Proactively manage speaker timelines and deadlines across multiple events, accurately track details, and follow up without prompting.
• Coordinate the Senior Director’s speaker and moderator calls, including scheduling, calendar invitations, agendas, background materials, reminders, notes, and follow-up.
• Maintain accurate speaker records, program documents, databases, contracts, and planning systems.
• Research speakers or topics assigned by the Senior Director and compile factual background for her review.
• Review speaker proposals, presentations, and program materials for completeness, deadlines, and logistical needs; flag questions or concerns for the Senior Director.
• Draft and edit session descriptions, speaker briefs, moderator questions, and other program materials using direction and source material provided by the Senior Director.
• Work with production, editorial, sales, marketing, and other internal teams to ensure speaker and program requirements are met.
• Provide onsite program support, including speaker check-in, mic and AV coordination, session readiness, and troubleshooting.
• Manage assigned speaker operations independently. Refer speaker selections, invitations, session placements, and all substantive content or programming decisions to the Senior Director.

 

 

You Have:

• Bachelor’s degree and 0–2 years of relevant professional experience in event programming, conferences, financial services, editorial, communications, marketing, or a related field, or equivalent experience.
• Exceptional organization, attention to detail, and follow-through, with the ability to manage a high volume of speakers, deadlines, and deliverables across multiple events.
• Strong writing, editing, research, and critical-thinking skills.
• A proactive working style, with the ability to anticipate needs, identify problems, and move logistical work forward with minimal oversight.
• Sound judgment in managing logistics independently and referring speaker and content matters to the Senior Director.
• A collaborative, team-oriented approach and the ability to work effectively within a small group and across departments.
• Interest in financial services, wealth management, business, markets, or technology; relevant industry experience is preferred.
• Comfort working across technology and project-management platforms; experience with Google Docs and Sheets, Cvent, HubSpot, or similar systems is a plus.
• Ability and willingness to travel throughout the year.

Our Benefits

• Comprehensive Healthcare Plans
• Paid Time Off
• Retirement Plans
• Comprehensive Insurance Plans
• Lifestyle Programs & Wellness Resources
• Education Benefits
• Family Care Benefits & Caregiving Support
• Commuter Transit Program
• Subscription Discounts
• Employee Referral Program
• Financial Health Programs
• Cybersecurity Protection

Learn more about us and our benefits click here.

 

Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status or any other protected characteristic under applicable law. EEO/Disabled/Vets

Reasonable Accommodation

We are committed to providing reasonable accommodation for qualified individuals with disabilities in our job application and/or interview process. If you need assistance or accommodation in completing your application or participating in an interview due to a disability, email us at [email protected]. Please put "Reasonable Accommodation" in the subject line and provide a brief description of the type of assistance you need. This inbox will not be monitored for application status updates.

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Business Area:

Dow Jones - Wealth & Investing

Job Category:

Marketing & Product Management

Union Status:

Union role

 

Base Pay Range: 55,000.00 - 75,000.00

We’re committed to offering competitive and flexible compensation to attract top talent. This pay range reflects our good faith estimate for the role and may vary based on a candidate’s experience, skills, location, and other relevant factors.

For bonus-eligible roles, targets are determined based on multiple considerations, including market benchmarks and individual contributions.

For benefits-eligible roles, we offer a comprehensive and competitive benefits package covering health, retirement, wellbeing, and more, along with optional benefits to meet the diverse needs of our employees.