Consultant – Events Planner – Financial Services

Consultant – Events Planner – Financial Services

Requirements

• Bachelor’s degree in marketing, event planning or related field
• 7 or more years of corporate event planning or related experience preferred
• Expert knowledge of event planning process and procedures
• Extremely well-organized and possess a sound knowledge of vendor management
• Proven ability to multitask and manage several competing priorities
• Exceptional ability to consult with the business and deliver results
• Proven ability to manage a budget and properly allocate
• Demonstrated ability to influence without direct authority
• Excellent communication and attention to detail skills
• Proven ability to negotiate favorable terms with vendors and speakers
• Demonstrated ability to effectively lead others
• Ability to be flexible and agile to innovatively address issues under stress
• Able to analyze and make decisions based on sound practices and budgetary considerations

Responsibilities

• Responsible for every aspect of event preparations, such as selecting venues and menus, handling logistics and presenters/speakers, sending out invites and conducting pre- and post-event evaluations and reporting on outcomes
• Sets strategy and overall plan for all events that will occur throughout the year for the respective area/team
• Manages meeting experience for senior level management team that includes completion of the executive summary, pre-event prep call and meeting logistics
• Cultivates relationships with key partners to understand their business goals and objectives
• Leverages data and participant feedback to propose and identify ways to improve future events
• Develops and identifies best practices to ensure events can be easily replicated and deliver the most impact in the most efficient and effective manner
• Serves as the primary contact with vendors, presenters, and stakeholders during the event planning process
• Develops and controls timelines, including regularly reassessing risks, throughout project life
• Drives a Return on Investment including the collection and analysis of event data to determine event success
• Leads complex project teams to ensure the successful operation of all event details and components
• Develops and ensures event budgets are met and maintained
• Partners and negotiates with vendors to establish and foster relationships
• Vets, selects and ensure outsides speakers are prepared to attend events
• Collaborates with the Corporate events team on large scale events
• May provide direct leadership or indirect leadership to lower-level event planners within team
• Follows compliance guidelines by understanding limitations on gifting, travel, meals and other items as it pertains to NF meetings and events
• May manage and drive department recognition programs to ensure effectiveness and accuracy

Preferred Qualifications

• 7 or more years of corporate event planning or related experience preferred
• Other criteria, including leadership skills, competencies and experiences may take precedence