WM Event Planner

The Event Planning team is part of Firmwide Marketing and ensures conferences/events integrate the Global Firmwide Brand and enhances client and employee engagement. -Financial management, including the following: Budget development and management, billing and post-meeting reconciliation, final financial reporting and cost analysis -Invitation and Registration Strategy: partner with event hosts to develop invite and registration, generate invitee lists prepare registration content and manage status reporting to the BU as required. -Working with Creative Services to map out a consistent design and print plan - specifically, creating and designing event/conference collateral, including save the date, invitation, speaker booklets, attendee lists, agenda and any other marketing material -Organizing program production, including audiovisual, staging, webcasts -Serving as main contact with internal and external clients to ensure that all are fully informed and given the highest level of service -Preparing and communicating written logistical specifications of the event/conference to the meeting venue -Regular travel for site inspections and on-site management of live events to ensure full coordination of logistics and on-site team -Post event wrap up including final attendees, budget reconciliation, observations, suggestions for following year, event surveys and debriefs -Keeping updated on venue developments/new venues, speakers etc. -Ensuring compliance and risk guidelines are followed -Supporting other team members on overall program logistics -On-site support for larger conferences Travel (approximately 30-40% annually) for site inspections and on-site management of live events to ensure full coordination of logistics and on-site teams -Ability to work on multiple events simultaneously, with different internal contacts for each event -7+ years of previous related experience and proven ability in Financial sector conference planning -Employee incentive and recognition program experience a plus -Bachelor's degree However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.