Job Description

Overview:

The Event Planner will create and execute client event activities from concept through execution and evaluate return on investment. The planner will drive the event strategy for the markets bringing creative ideas, suggested venues and proposed content to the market with thought to strategic execution.

The job demands interaction with colleagues on the global events team, bankers and product partners, and senior management so that we can ensure a consistent and distinctive experience for clients which underscore our business strategies. The event team’s goals are to help markets increase client business/deepen existing client relationships, create and drive efficiencies for all internal partners and maintain the Client's brand standard at all events. High pressured position demands strong communication skills, accuracy, long hours and extensive travel in the region with occasional opportunity outside the region. Data management is an equal part of overall responsibilities.

The role reports to the Midwest Region Head of Private Bank Events

Responsibilities include:

• Understand business objectives and develop an event strategy that supports business goals

• Create high-touch events consistent with Client's Private Bank brand standards

• Strong in data and budget management, task prioritization and operational efficiencies

• Conduct event management tasks from start to finish including maintaining event calendar and budgets, negotiation with vendors, invoice processing, production of event materials, and onsite staffing

• Manage vendor identification and management, including securing event venues, contract audio visual companies and other associated vendors as required to execute programs

• Manage data entry, leveraging our events management platform to track events, manage RSVPs pre-and-post event and ROI analysis

• Manage event email communications via our event management platform, including the invitation, reminders, and post-event communications

• Manage event staff onsite which includes speaker management, coordination with vendors, registration desk management, distribution of materials, oversight of presentations/AV needs, etc.

• Coordinate post-event tasks such as final data management and event debrief documents

• Participate in weekly regional team meetings, budget calls, and multiple banker meetings providing event updates, where you will be positioned as the strategic event thought partner and expert

• Liaise with other Client lines of business in order to leverage and consolidate ideas, shared resources and cross sell event opportunities; manage venue management in Midwest Region venues and ability to keep a finger on the pulse of what is new in the area; may be asked to assist on special projects

Skills required:

• A minimum of 6 years’ prior experience in event management related activities

• Strong proficiency working in Microsoft Products (Excel, Word & PowerPoint)

• Ability to master various database products

• Ability to liaise with senior leadership

• Strategic thinker with the ability to problem solve and offer creative solutions

• Must be able to multi-task and work under tight deadlines

• Excellent oral and written communications skills

• Excellent organizational skills and extreme attention to detail

• Ability to prioritize tasks and communicate clearly amongst a variety of personalities

• This position may require working outside of regular business hours and approximately 30% travel on average

• Financial services experience is a plus

• College degree required

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