Event Planner

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