Event Planner

Role Summary This role will support the building and executing of client experiences through technology platforms and engagement tools. Responsibilities • Support the day-to-day event operations needs in planning and executing small local and regional events including contract negotiation, budget management, design and production, F&B requirements, and audio visual • Consult on event agendas, prepare and proof written and graphic materials, and manage tactics across a cross-functional team • Measurement of event participant/invitee/stakeholder engagement and developing reports for management • Accurate execution of contracts in compliance with established agreements • Collaborate directly with the client and key stakeholders to develop the event goal, responsibilities, budget, timeline, schedule, etc. • Identify and direct the use of engagement tools to enhance the client experience and drive data • Effectively work within identified event technology platforms to build and execute virtual events • Build and maintain strong, positive working relationships with members of the extended Marketing team and other stakeholders • Develop industry, market, segment, and client knowledge; stay abreast of industry trends, market climates, and competitive activities • Maintain relationships with legal, compliance, and other contacts within the organization to ensure events are evaluated and in compliance with firm and regulatory requirements • Deliver brand initiatives to ensure maximum visibility and recognition • Manage projects involving colleagues at all levels as well as external suppliers FINRA licenses are not required and will not be supported for this role.