What are the responsibilities and job description for the Sr. Specialist, Conferencing & Event Operations position at Charles Schwab?
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
The Corporate Real Estate, Conferencing & Event Operations mission is to provide seamless, high-touch support across all onsite conferencing and event spaces. You will build a strong sense of responsibility for the success of your conferencing space and events while building relationships with colleagues across all departments and levels. The team diligently manages resources, proactively anticipates needs, and consistently seeks improvement through feedback and innovative solutions. The Conferencing Operations environment fosters personal growth, allowing team members to hone their skills and contribute meaningfully to a shared vision.
What You Will Do
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
The Corporate Real Estate, Conferencing & Event Operations mission is to provide seamless, high-touch support across all onsite conferencing and event spaces. You will build a strong sense of responsibility for the success of your conferencing space and events while building relationships with colleagues across all departments and levels. The team diligently manages resources, proactively anticipates needs, and consistently seeks improvement through feedback and innovative solutions. The Conferencing Operations environment fosters personal growth, allowing team members to hone their skills and contribute meaningfully to a shared vision.
What You Will Do
- Conferencing Operations Management
- Maintain Room Booking System
- Supervise, approve and manage local event scheduling
- Maintain accuracy of room information
- Tracking & reporting as needed for events and specialty spaces
- Employee communications regarding conferencing, training and hoteling spaces
- Approve specialty reservations and assist with space setup as needed
- Manage all training space requests
- Coordinate and resolve conference room conflicts
- Specialty Event Management
- Manage all Specialty Event Spaces onsite
- Work directly with the client to determine logistical goals of their event
- Clearly communicate to all relevant internal departments regarding the specific needs of each event. Including but not limited to, room setup, audio visual and catering requirements
- Manage events calendar, submit setup needs and create diagrams as needed
- Track and verify quotes for event services (setup, security and janitorial)
- Flexible ability to work evenings and weekends
- Day of Specialty Event Management
- General oversight of event
- Act of point of contact for event host, vendors, AV support, catering, and facilities
- Relationship Management
- Build and foster relationships with clients, colleagues and senior leaders
- Act as Corporate Real Estate Liaison for employees
- Vendor Management
- Partner closely with vendors to ensure strong relationships and successful support of conferencing space and events
- Participate in Quarterly Business Reviews and provide constructive feedback of service providers
- Ad Hoc Corporate Real Estate Support
- Campus Tours
- Cross location and remote support
- Other ad hoc requests and project support
- Minimal travel as needed – about 2x/year
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications
- Four-year college/university degree or 5 years of conference/event management experience
- Excellent verbal and written communication skills
- Excellent interpersonal and customer service skills
- Time management and organizational skills
- Proficient with Microsoft Excel, Outlook, PowerPoint, Word and SharePoint
- Must be flexible in schedule to work with on-site meetings, evenings and some weekends
- Leadership Skills
- Initiative
- Personal Integrity
- Communication
- Problem solving and decision making
- Teamwork
- Sense of ownership, accountability, and consistency
- Leadership Behaviors
- Taking prompt action
- Perseverance
- High energy
- Promoting new ideas
- Integrity
- Collaboration
- Focus on tasks
- Self-motivated/Independent
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance