The position may have a variety of daily and periodic responsibilities based on the business area, and requires a strong working knowledge of event planning or a high degree of knowledge in space and logistics with data reporting.

Other responsibilities may include:

• Main point of contact for the Business Owner:
  • Responsible for establishing and maintaining relationships with event business owners throughout the firm.
  • Attend meetings with the business owners to gather meeting requirements, provide templates and updates, and provide travel and event expertise to the business owner.
  • Conduct an annual planning process with business owners.
  • Hold business owners accountable for the agreements that have been set.
  • Educate business owners on the process and guidelines.
• Lead planning for events:
  • Outline and establish project plans/timelines and communicate to the department to implement event details.
  • Work with the other teams (Execution, Service, Data/Reporting) on meeting and reporting requirements and knowledge about the event. Bring in other team members as appropriate.
  • Review event details (e.g., agendas, lists)
  • Work with necessary vendors for event execution details (including, but not limited to, hotels, catering companies, and AV companies)
  • Oversee on-site support, when applicable
  • Select and negotiate local one-time contracts when needed. (e.g., hotels, catering, AV, guest speakers)
  • Manage the costs of the event against cost projections and communicate appropriately.
  • Conduct event and space planning (take requirements and transfer them into available space)
  • Utilize Department's Event Management software to effectively plan all meetings according to the Department's guidelines and best practices
  • Work with leadership and the team to set event best practices.
  • Identify and implement operational efficiencies by collaborating with leadership and the department.

• Bachelor's degree required or equivalent work experience.
• Planning (CME) license preferred.
• Travel 2-3 times per year.
• 2- 3 years of event planning required.
• Ability to coach and mentor other associates.
• Intermediate computer skills are required, including effective use of Microsoft Office applications, Microsoft Edge and Chrome. The position requires proficiency of applicable Edward Jones systems.
• Ability to utilize EMS platform to create, manage, and execute Firm meetings, training programs, and events.
• Customer service experience required.
• Manage deadline and multiple priorities