Event and Tradeshow Planner

Preferred Skills and Experience • Demonstrated project management and leadership skills • Self-starter with ability to adhere to project timelines • Strong organizational and analytical skills coupled with attention to detail • Strong experience with budget creation, management and reconciliation • Excellent verbal and written communication skills • Experience with Microsoft Office products and good working knowledge of audio-visual systems • Willingness to travel domestically when required • Experience working for a financial services firm a plus The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. The actual range for the role may differ based on the location of the role. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.