Robert Half
Description
The Events Planner handles both administrative and operational aspects of planning investor events. The role involves the use of event technology, such as building registration websites and events applications, as well as managing attendee data and providing event reporting/analytics. The ideal individual thrives in a fast-paced corporate environment and possess the ability to wear many hats. A proactive, team-player attitude is a must. Excellent communication skills are essential for success in the role.
Primary Responsibilities
The Event Planner will have exposure to senior leadership and will have room to grow within the organization. As an Associate on the Marketing team, you will manage multiple responsibilities across the team including:
Responsible for planning, organizing, and executing various investor events, but not limited to annual meetings, advisory board meetings, conferences, investor days, product-specific due diligence sessions, breakfast, lunch, dinners, internal and offsites
Responsible for all aspects of event management, including site selection, contract negotiation, proposal planning, budget management, transportation arrangements, hotel attrition and cancellations, production of meeting materials, registration, and database/on-site management
Establish working relationships with various hotels and vendors in relation to meetings/events.
Regularly update and maintain the Events Calendar
Manage and provide ongoing oversight of Marketing’s expense allocation processes and conference budgeting
Manage and execute event registration websites (manage change requests and updates)
Provide post event reporting and analytics
Build and maintain strong and effective relationships with our preferred vendors/suppliers
Responsible for packing/shipping of supplies to and from event destination, ordering signage/department supplies and other duties as assigned
Work closely with Accounts Payable to ensure invoice/payment requests are properly processes
Requirements
Qualifications & Experience
5+ years’ experience in the financial industry within events, meeting planning and registration technology
Bachelor’s Degree required
Experience working in an asset management firm or investment bank is a plus but is not required.
Experience with Cvent, Salesforce, Concise, PollEverywhere, advanced Microsoft Office Suite – specifically with Excel
Able to travel when required to be on-site at events and/or troubleshoot remotely
Flexible and willing to work outside of normal business hours when needed
Excellent written and interpersonal communication skills and is able to effectively communicate across all levels of the organization
Demonstrated ability to build and maintain relationships
Strong organizational skills and the ability to multi-task while maintaining high quality standards
Great initiative, leadership qualities and the ability to work well within a group or alone
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go.
Questions? Call your local office at 1.888.490.4154. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit
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