What are the responsibilities and job description for the Meeting and Event Planner position at SEI?
When you step into SEI, anywhere in the world, you know you are not inside a traditional financial services company. Our open innovation spaces spur creativity, provocative artwork inspires conversation, and a flexible work environment supports personal and professional growth. We are a place to inspire your work, build your voice, and grow your community.
The Events Team shapes client, prospect, and employee experiences through the strategic planning and execution of SEI-sponsored marketing events, conferences, investment seminars, client entertainment, and internal programs. The team is advancing a data-informed model that evaluates the attendee journey, translates insights into recommendations, and connects event execution to business outcomes.
The Opportunity
The Meeting & Event Planner is a hands-on project leader within SEI Global Marketing's Events Team. This role partners with business stakeholders, marketing colleagues, and external vendors to deliver thoughtful, well-executed experiences across in-person, virtual, and hybrid formats. The planner owns assigned programs from initial brief through post-event follow-up, balancing creative experience design with operational discipline, budget stewardship, risk awareness, and measurable results.
What You Will Do
This is an on-site position based in Oaks, Pennsylvania. The role may require travel of up to 25%, as well as schedule flexibility based on event needs.
About SEI
After more than 50 years in business, SEI remains a global provider of investment processing, investment management, and investment operations solutions. Our open work environment and art installations are designed to encourage innovation, creativity, and connection. We recognize that our people are our most valuable asset and that a healthy, motivated workforce is essential to continued growth.
SEI’s Competitive Advantage
To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.
The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
AI Acceptable Use In The Application And Interview Process
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
The Events Team shapes client, prospect, and employee experiences through the strategic planning and execution of SEI-sponsored marketing events, conferences, investment seminars, client entertainment, and internal programs. The team is advancing a data-informed model that evaluates the attendee journey, translates insights into recommendations, and connects event execution to business outcomes.
The Opportunity
The Meeting & Event Planner is a hands-on project leader within SEI Global Marketing's Events Team. This role partners with business stakeholders, marketing colleagues, and external vendors to deliver thoughtful, well-executed experiences across in-person, virtual, and hybrid formats. The planner owns assigned programs from initial brief through post-event follow-up, balancing creative experience design with operational discipline, budget stewardship, risk awareness, and measurable results.
What You Will Do
- Lead assigned events from concept through closeout, including discovery, objectives, project plans, timelines, budgets, venue and vendor coordination, registration, attendee communications, on-site execution, reconciliation, and post-event reporting.
- Serve as the primary project manager for program deliverables, clarifying roles, milestones, dependencies, approvals, and decisions across Global Marketing, business stakeholders, and event partners.
- Translate business objectives and audience needs into event strategies, formats, agendas, and experience details that reinforce SEI's brand and positioning.
- Build and maintain detailed working documents, including project plans, budgets, registration reports, production schedules, run-of-show documents, rooming lists, and stakeholder updates.
- Manage vendor sourcing and relationships, including proposals, contracts, service expectations, production requirements, and invoice reconciliation, in partnership with the appropriate internal teams.
- Administer event technology and registration workflows using Cvent, ON24, Microsoft 365 tools, and other approved platforms; support accurate attendee data and effective stakeholder reporting.
- Monitor registration, engagement, attendee feedback, budget performance, and other agreed measures; summarize findings and recommend improvements for future programs.
- Deliver a high-touch client and guest experience by anticipating needs, resolving issues calmly, and maintaining polished communication before, during, and after each event.
- Coordinate on-site logistics and production, including venues, food and beverage, transportation, hotel accommodations, audiovisual needs, speakers, signage, staffing, and contingency plans.
- Contribute to shared team standards, templates, supplier knowledge, process improvements, and post-event learnings while supporting colleagues during peak periods.
- Ensure event plans follow applicable SEI policies, approval requirements, accessibility considerations, and health, safety, privacy, and risk-management expectations.
- 5-8 years of meeting, event, conference, or incentive-planning experience, with demonstrated ownership of multiple concurrent programs.
- Bachelor's degree or equivalent combination of education and relevant professional experience.
- Strong project-management, organizational, problem-solving, and prioritization skills, with close attention to detail.
- Clear, polished written and verbal communication skills and the confidence to work with stakeholders at different levels of the organization.
- A client-first mindset and a track record of creating welcoming, responsive, and professional attendee experiences.
- Working proficiency in Microsoft Outlook, Excel, Word, PowerPoint, and Teams; experience with Cvent is strongly preferred.
- Comfort working with budgets, registration data, survey feedback, and event-performance measures to identify insights and inform recommendations.
- Ability to work independently, collaborate across teams, learn quickly, and remain composed in a fast-paced and occasionally unpredictable environment.
- A solution-oriented, technology-comfortable approach, sound judgment, and a positive, accountable, can-do attitude.
- Flexibility to support early mornings, evenings, and occasional weekends based on program needs, plus the ability to travel up to 25%.
- Programs are delivered safely, professionally, on time, and within approved budgets.
- Stakeholders receive clear communication, dependable project leadership, and timely escalation of risks or decisions.
- Attendees experience consistent, thoughtful service across the full event journey.
- Event data, feedback, and financial information are accurate, organized, and converted into actionable recommendations.
- Processes, templates, and partner relationships improve over time through disciplined follow-up and shared learning.
This is an on-site position based in Oaks, Pennsylvania. The role may require travel of up to 25%, as well as schedule flexibility based on event needs.
About SEI
After more than 50 years in business, SEI remains a global provider of investment processing, investment management, and investment operations solutions. Our open work environment and art installations are designed to encourage innovation, creativity, and connection. We recognize that our people are our most valuable asset and that a healthy, motivated workforce is essential to continued growth.
SEI’s Competitive Advantage
To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.
The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
AI Acceptable Use In The Application And Interview Process
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.