Events Coordinator, Private Wealth Solutions

Vista Equity Partners is seeking a highly organized and detail-oriented Events Coordinator to support the planning, execution, and management of events for the Private Wealth channel. This individual will coordinate logistics across Vista-hosted events, co-hosted programs, third-party conferences, advisor engagement activations, and bespoke client experiences.

The Events Coordinator will work closely with the Channel Marketing team, Event Planners, and cross-functional partners to ensure seamless event delivery that reinforces Vista’s brand, elevates the advisor experience, and drives measurable business outcomes.

The ideal candidate has experience in financial services—particularly within wealth management, asset management, or RIA/financial advisor-focused environments—and excels in fast-paced, high-visibility event operations.

Private Wealth Solutions (PWS) is responsible for product strategy, fundraising, relationship management, and the investor experience for all of Vista’s Private Equity and Private Credit solutions across private wealth channels (Private Banks, Wirehouses and Broker-Dealers, Registered Investment Advisers and Multi-Family Offices, and digital platforms).

Private Wealth Solutions will seek to harness the transformative power of technology to provide private banks and their clients with access to exceptional returns with low loss ratios, unique technology market insights, and a modern client experience. The team will expand on Vista’s current presence in the private wealth channel to become the technology sector partner of choice for the global private wealth market.  As an early member of the growing Private Wealth Solutions team, you will play a pivotal role in developing the foundation and building it into a key driver of Vista’s overall strategic objectives.  

Event Planning & Logistics Coordination

• Manage end-to-end logistics for Vista-hosted and Private Wealth channel events, including:
  • Venue research, holds, and contracting support
  • Catering, A/V, room setup, transportation logistics
  • Reservations for restaurants, sporting events, tee times, and other hosted experiences
• Support scheduling, timelines, run-of-show development, and cross-team coordination leading up to each event.
• Maintain centralized events calendar, event brief templates, and planning documentation.

Sponsorship & Event Execution

• Coordinate event deliverables for sponsorships and third-party conferences, including:
  • Swag and branded merchandise inventory
  • Signage development, printing, and shipping
  • Lead retrieval setup, tracking, and distribution
  • Onsite operational support for multi-venue events
• Manage shipping logistics, vendor coordination, and onsite point-of-contact responsibilities.
• Partner with Channel Marketers, Event Planners, and business stakeholders to ensure brand consistency and high-quality execution.

Cvent and Data Management, Reporting & Lead Processing

• Manage Cvent invitation builds, registration workflows, attendee communications, and post-event reporting dashboards to ensure accurate tracking and seamless participant experiences.
• Support post-event reporting, including:
  • Lead capture and CRM entry
  • Data cleansing and follow-up workflows
  • Event performance summaries for senior leadership
• Liaise with Channel Marketers to ensure timely lead distribution and alignment with campaign follow-up.

Budget & Vendor Administration

• Assist with budget tracking, contract processing, and invoice management.
• Maintain vendor records, negotiate pricing when applicable, and ensure compliance with Vista policies.

Cross-Functional Collaboration

• Partner with the Private Wealth Channel Marketing team, Communications, CRM/Marketing Ops, and Investment teams to ensure events are aligned with channel strategy.
• Serve as the coordination hub between Event Planners and Channel Marketing leadership.

• 2–4+ years of relevant experience in event coordination, event management, or marketing support; experience in asset management, private wealth, or financial advisor/RIA events strongly preferred.
• Experience supporting conferences, roadshows, client events, or sponsored industry programs.
• Ability to manage multiple deadlines, stakeholders, and workstreams in a fast-paced environment.
• Strong project management, organizational, and communication skills.
• Comfort working with senior executives and external partners.
• Proficiency with CRM systems, marketing platforms, and event-management tools preferred (Vista uses Cvent and Zoom for in-person and virtual events).
• ·High level of professionalism, responsiveness, and attention to detail.

The pay range for this role is expected to be between $100,000 - $125,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant’s skill set.  The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.

Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled organizations across private equity, credit, public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. Vista’s investments are anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions and proven, flexible management techniques that drive sustainable growth. Vista believes the transformative power of technology is the key to an even better future – a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn @Vista Equity Partners or Twitter @Vista_Equity.