Event Planner

Role Summary

The Event Planner will contribute to planning, managing, and executing assigned elements of USI hosted events in alignment with organizational policy and quality standards. This role will support the building and executing of client experiences through technology platforms and engagement tools. The ideal candidate may lead events that are moderately complex in nature, and they will provide guidance on event marketing tactics and the use of engagement tools to enhance the client experience and drive data. As an Event Planner, you will apply a collaborative approach in working with market-facing associates and investment professionals to plan, implement and manage event activation from conception to completion. This role will ensure all experiences are aligned with business initiatives, match or exceed industry standards, and are designed to strategically build engagement with the T. Rowe Price brand.

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 visualConsult on event agendas, prepare and proof written and graphic materials, and manage tactics across a cross-functional teamMeasurement of event participant/invitee/stakeholder engagement and developing reports for managementAccurate execution of contracts in compliance with established agreementsCollaborate 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 dataEffectively work within identified event technology platforms to build and execute virtual eventsBuild and maintain strong, positive working relationships with members of the extended Marketing team and other stakeholdersDevelop industry, market, segment, and client knowledge; stay abreast of industry trends, market climates, and competitive activitiesMaintain relationships with legal, compliance, and other contacts within the organization to ensure events are evaluated and in compliance with firm and regulatory requirementsDeliver brand initiatives to ensure maximum visibility and recognitionManage projects involving colleagues at all levels as well as external suppliers

Qualifications

Required:

Outstanding verbal and written communication skills, and demonstrated ability to work across all levels of the organizationStrong cloud-based software skills, and well-versed in both event technology platforms (ex. Stova, On24, Bizzabo) and audio-visual components including live-streaming requirementsSolid understanding of the planning and execution of both in-person and virtual eventsAbility to work in a fast-paced environment, juggling multiple projects and priorities often under tight deadlines or requiring extra work hoursThe ability to work both independently and in a team-oriented, collaborative environmentLimited local & regional travel based on event support requirements

Qualifications

Preferred:

Bachelor's degree or the equivalent combination of education and relevant experience AND1-2 years of experience with event planning or coordinationProficiency with basic computer programming, including the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)Strong interpersonal skills and a high degree of responsibility, initiative and professionalismHighly detail oriented with strong multi-tasking and time management skills, including the ability to effectively prioritize and execute tasks conforming to shifting priorities, demands and timelines

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.