Events Manager

This is a fully remote position, open to applicants in Florida.

📋 Description

• Support in sourcing venues, selecting meeting spaces, arranging accommodations, and addressing event-related inquiries.

• Oversee daily project logistics and the execution of events in collaboration with internal stakeholders.

• Evaluate and negotiate vendor agreements.

• Work together with vendors to address audiovisual, technology, transportation, and logistical needs.

• Leverage event technology platforms for registration, speaker management, scheduling, attendee engagement, and reporting.

• Track event metrics and ensure compliance with expense management, risk, and policy guidelines.

• Reconcile program invoices and handle post-event financial closure tasks.

• Develop event strategies alongside the Events Marketing and Solutions Marketing teams.

• Organize and execute client-facing events from inception to conclusion, including trade shows, conferences, road shows, client meetings, and the annual client conference.

• Assist with internal events such as company kickoffs, team meetings, and training sessions.

• Collaborate with cross-functional teams and the Senior Events Manager to achieve event objectives, positioning, messaging, deliverables, and tactics.

• Establish and nurture relationships with internal stakeholders, vendors, and strategic partners.

• Conduct research on venues, event technology options, and industry trends.

• Assess, analyze, and report on event performance in relation to business objectives.

• Provide onsite assistance at conferences, conventions, workshops, customer events, and other marketing initiatives as required.

• Manage internal project oversight for event programs, ensuring timely delivery, budget adherence, and high-quality standards.

• Travel approximately 20% as necessary.

⛳️ Requirements

• Over 5 years of experience overseeing all facets of event planning from concept development to post-event analysis.

• Intermediate to advanced skills in Microsoft Office Suite, including Word, Excel, and PowerPoint.

• Proven experience in managing event budgets and negotiating vendor contracts.

• Experience in analyzing event data, metrics, and program outcomes.

• Demonstrated ability to coordinate and collaborate with cross-functional teams.

• Exceptional written, verbal, and interpersonal communication abilities.

• Previous experience in the wealth management, fintech, investment advisory, or financial services sectors (preferred).

• Familiarity with Cvent, Marketo, Salesforce, and Workfront (preferred).

🏝️ Benefits

• Hybrid Work Model and Business Casual Dress Code, including jeans.

• 401k Matching Program.

• Professional Development Reimbursement.

• Flexible Personal/Vacation Time Off.

• Sick Leave.

• Paid Holidays.

• Medical, Dental, and Vision coverage.

• Employee Assistance Program.

• Parental Leave.

• SS&C University hands-on, team-customized training.

• Discounts on fitness clubs, travel, and more.

• Comprehensive total rewards package.

• 401(k) plan with company match.