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Senior Manager, Meetings \u0026 Events

2 months ago


Boston, United States Fidelity TalentSource LLC Full time



Job Description:

The Role

The Senior Manager, Meetings & Events will deliver best in class event experiences for the firm’s associates, clients, and prospects.  They will have a natural curiosity about the business strategy and leverage their skills to create and flawlessly execute programmatic experiences that support the objectives. 

The candidate will be experienced in the development of broad initiatives, while engaging in project management, including creating and managing budgets, creating timelines and workplans, leading planning meetings and working teams, and interfacing with senior leaders to provide frequent status updates. We are looking for a good communicator who keeps colleagues and stakeholders informed. The candidate will be in command of complex event logistics, including, but not limited to sourcing and managing speakers and vendors, and creating dynamic production schedules. 

The ideal candidate is skilled at producing both in-person and virtual experiences.  They are comfortable with digital environments and have a proven track record of creating high quality virtual events utilizing various technology platforms. 

The Team

The dynamic Meetings and Events team collaborate with business partners on the planning, budgeting, and design of all internal and client events. The team manages over 1000 events a year with a focus on creating seamless and memorable experiences that support business and firm-wide objectives.

 The Expertise and Skills you Bring

  • Bachelor’s degree
  • At least 7 years of related work experience
  • Advanced knowledge and experience with Zoom Meeting and Zoom Video Webinar
  • Experience with event registration systems and event mobile app platforms (Cvent, CrowdCompass preferred).
  • Knowledge and experience with live virtual event production including: lighting, audio, video, and technical direction
  • Mastery of Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word)
  • Experience crafting well designed, yet concise presentation decks using PowerPoint
  • Strong verbal and written communication skills, including a command of proof reading
  • Outstanding organizational skills
  • Broadcast and/or digital marketing experience a plus
  • Ability to work under tight deadlines and prioritize responsibilities
  • Ability to handle and maintain confidential information
  • Ability to work independently under own direction and initiative
  • Ability to travel within the U.S. and work flexible and/or fluctuating work hours
  • Ability to manage people
  • You demonstrate exceptional time management and organizational skills with a consistent record of success in planning, managing, and completing multiple events simultaneously.
  • You have experience handling small to mid-size budgets, possess fundamental knowledge of contractual language pertaining to meetings and events, and have experience negotiating with vendors.
  • You collaborate with team members and business partners, have a proven ability to work well independently and as part of a team, and embrace and contribute to a positive work environment.
  • You demonstrate knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment and you have the ability to adapt as needed.
  • You communicate clearly and concisely, both, orally and in writing and you possess strong critical thinking and active listening skills.

The Value You Deliver

  • Serving as an event project manager, crafting timelines, organizing planning meetings, collaborating with business partners (ie. sales, relationship management, product, marketing) to drive toward deliverables, and keeping stakeholders informed.
  • Consulting with senior management and colleagues regarding event strategy, objectives and program goals; making recommendations to achieve maximum impact for minimal spend.
  • Collaborating with the marketing, communications and product groups to ensure appropriateness of branding, including presentation content.
  • Designing engaging relevant event experiences that resonate with attending audiences and achieve key business objectives for internal and external audiences, including new and existing clients.
  • Playing an integral role in all agenda content development and work with speakers on all logistical items.
  • Developing success measures and evaluate all major events against objectives, recommending areas for improvement.




Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.