What are the responsibilities and job description for the Senior Event Planner position at Edward Jones?
At Edward Jones, 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.
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.
The Senior Event Planner plans and ensures execution of firm meetings, training and events which includes the following responsibilities:
- 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 expertise and knowledge around T&EM to the business owner.
- Proactively 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.
- Manage and lead projects as needed.
- Lead planning for events:
- Responsible for planning variety of events that may include large scale of 500 attendees, Home Office events, training classes, senior leadership meetings, etc.
- CVENT registration build & hybrid needs, including mobile app
- Outline and establish project plans/timelines and communicate to stakeholders 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.
- Providing industry knowledge and trends best suited for event type and audience
- Review event details (e.g. agendas, lists)
- Oversee on-site support
- Make recommendations for site and vendor selection and negotiate one-time contracts as needed (e.g. guest speakers, production, hotels, etc.)
- 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)
- Conduct post-event evaluations to determine how future events could be improved
- Work with leadership and the team to set event best practices
- Identify and implement operational efficiencies by collaborating with leadership and the department.
- Establish best practices, Standard Operating Procedures (SOPs) and Written Supervisory Procedures (WSPs) in collaboration with leadership and team
- Assist leadership in shaping department strategy through a full understanding of the firms vision to identify long term impact.
- Appropriately escalate situations to department leadership
- Communicate to appropriate stakeholders for all decisions.
- Positively represent the department outside with project and committee contributions as needed
- Collaborate with Event Planners to ensure consistency and share best practices
- Build self and department performance management skills by engaging in development activities (e.g. observations, soliciting and providing feedback, etc.)
- Mentor Event Planners
- Engage in Firm's efforts in Diversity and Inclusion
- Participate in industry opportunities such as events, webinars, podcasts, etc.
- Bachelor's degree required or equivalent work experience
- Planning (CMP) license preferred
- 5 years of event planning experience required
- Knowledge of:
- Negotiation processes
- Cost management and budgeting
- Risk Management
- Customer Service
- Experience Design
- Decision and Problem solving skills including critical thinking
- Strong written and verbal communication skills
- Planning, organizing, and time management skills
- Intermediate computer skills are required, including effective use of Microsoft Office applications and web browsers.
- Cvent experience is preferred
- 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.
- Edward Jones 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.
- Edward Jones 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, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones 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.
- Edward Jones 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.
Edward Jones 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 Edward Jones, 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 site to 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:
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