What are the responsibilities and job description for the WM Event Planner position at Morgan Stanley?
WM Event Planner
Job Number:
3251865
POSTING DATE: May 8, 2024
PRIMARY LOCATION: Americas-United States of America-New York-New York
EDUCATION LEVEL: Bachelor's Degree
JOB: Administration
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Director
DESCRIPTION
The Event Planning team is part of Firmwide Marketing and ensures conferences/events integrate the Global Firmwide Brand and enhances client and employee engagement. Event planners are responsible for managing and implementing a wide range of client facing and internal conferences, both in-person and virtual across all Business Units. Current position will focus on Wealth Management events.
- Event responsibilities include the full planning and execution of multiple in-person (and limited virtual) events and conferences:
- Includes venue sourcing, contracting, budget, site selection, online registration, all digital and print materials, transportation, accommodation, communications, activities, theming/ decor, entertainment, gift selection, catering, audio visual, content supervision, speaker selection and event reconciliation.
- Sourcing, negotiating and managing all contracts and vendors (i.e. Venue Finding Agents, venues, transportation, speakers, entertainment, Destination Management Companies etc.)
- Financial management, including the following: Budget development and management, billing and post-meeting reconciliation, final financial reporting and cost analysis
- Invitation and Registration Strategy: partner with event hosts to develop invite and registration, generate invitee lists prepare registration content and manage status reporting to the BU as required. Liaise with web-build team to direct all content development and registration flow.
- Responsibilities include heavy concentration of all of Cvent products, including core invite and registration platform, mobile app, onsite solutions (badge/schedule printing), reporting portals, surveys and Passkey.
- Organizing program production, including audiovisual, staging, webcasts
- Serving as main contact with internal and external clients to ensure that all are fully informed and given the highest level of service
- Preparing and communicating written logistical specifications of the event/conference to the meeting venue
- Regular travel for site inspections and on-site management of live events to ensure full coordination of logistics and on-site team
- Post event wrap up including final attendees, budget reconciliation, observations, suggestions for following year, event surveys and debriefs
- Keeping updated on venue developments/new venues, speakers etc.
- Ensuring compliance and risk guidelines are followed
- Supporting other team members on overall program logistics
- On-site support for larger conferences Travel (approximately 30-40% annually) for site inspections and on-site management of live events to ensure full coordination of logistics and on-site teams
- Ability to work on multiple events simultaneously, with different internal contacts for each event
QUALIFICATIONS
- 7 years of previous related experience and proven ability in Financial sector conference planning
- Employee incentive and recognition program experience a plus
- Bachelor's degree
- CVENT
- Motivated, self-starter, ability to work independently and project plan
- Leadership/influencing/negotiation and decision-making skills
- Consistent attention to detail and strong organizational skills
- Strategic thinker
- Strong team player
- Excellent oral and written communication skills
- Customer focus, approachable
- Flexible and willing to work long hours (evenings, weekends) and travel
- Ability to manage multiple projects simultaneously
- Proficiency with MS Office
Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Salary : $85,000 - $135,000