Inclusively is partnering with a financial services company to hire a Team Leader - Event Management (St. Louis).

ABOUT INCLUSIVELY:

Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.

At the Company, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000 branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

We are seeking a Team Leader who will be responsible for leading Event Planners and Event Coordinators. This includes leading those who are planning for senior management meetings, training, and regional/area meetings. This role is responsible for managing large contracts with internal and external vendors. They will be creating event policies, procedures and guidelines, as well as identifying automation and efficiency opportunities.
It includes the following responsibilities:

Leadership of the team:

• Provide systematic performance feedback to associates to motivate, set goals, enhance and recognize desired levels of performance.
• Provide performance evaluations, salary administration, bonus allocation, and development opportunities for associates.
• Hire, supervise, challenge and retain talented associates.
• Develop and maintain an enriching, positive professional work atmosphere which supports the efforts of associates to complete their responsibilities.
• Manage workflow of the team in collaboration with peers and delegate appropriately

Event Planning & Execution Strategy:

• Develop and implement business plans for the department including succession planning
• Work with peers and the team to set event best practices
• Business Continuity and Planning for the teams and events
• Create event policies, procedures and guidelines in collaboration with peers
• Identify automation opportunities for events
• Ensure alignment with other teams in T&EM
• Assist team in building relationships with assigned business meeting owners.

Technology:

• Serve as the voice of the user when partnering with vendors, stakeholders, designers, and Technology teams.
• Aligns strategy to execution through the development and maintenance of the department's technology roadmap, outlining the body of work expected now, next and into the future

Vendor Management:

• Manage large event vendors (e.g. large hotel contracts)
• Manage best practices with internal and external vendors
• Act as a SME during contract negotiations.
• Collaborate with peers to use data to negotiate large volume deals with vendors

Project and Self Developmental Activities:

• Manage Division wide initiatives and large scale projects when needed.
• Build self and department performance management skills by engaging in development activities

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.Bachelor's degree required or equivalent work experience
5 years of related experience
2 years leadership experience
Knowledge/Skills/Abilities:

Knowledge of:Negotiation processes
Cost management and budgeting
Risk Management
Space and Facility management
Decision and Problem solving skills
Utilize creative thinking and the capability to understand and support broad level decisions.
Troubleshooting skills:Strong written and verbal communication skills

Have the ability to:Influence, facilitate and lead meeting and discussions
Set and communicate clear expectations
Have candid, difficult conversations
Convey information in a clear, concise, and accurate way
Active listening skills
Collaboration skills

The ability to:Think strategically
Connect dots and articulate why decisions are being made
Understand the broader impact of decisions and think about the big picture.
Set a vision and think firm-wide
Exercise good judgment and objectivity in bringing team member into meetings with business owners
Identify critical areas of needed focus, knowing when to push/pull/redirect
Speak to the firm's interests
Manage to deadlines
Manage multiple priorities
Build rapport with diverse individuals (background/experience)
Work in partnership with vendors by understanding both the firm and vendor interests
Lead associates in multiple locations
Develop policies, procedures and guidelines that are aligned with the firm's vision and interests
Strong organization, time management, prioritization and conflict resolution skills

• 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating. The Company was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
• 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating. The Company has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
• 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating. For the 23rd time, The Company has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. The Company ranked No. 35 on the prestigious 2022 list.

2022 Best Places to Work For LGBTQ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. The Company scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ Equality.

The Company does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

At the Company, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career siteto learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Job Type: Full-time

Pay: $92,984.00 per year

Schedule:

• Monday to Friday

Work Location: In person