Events Associate

Focus Partners Wealth is seeking an Events Associate to join their team to support the orchestration of virtual and in-person events for wealth management advisors and their clients. The role includes responsibilities like coordinating event logistics, managing vendor relationships, and ensuring a successful attendee experience throughout the event journey.

Responsibilities

• With direction of Events Manager and/or Head of Event Strategy, coordinate the day-to-day administration of events and programs including placing orders, BEO review, monitoring vendors, travel planning, restaurant reservations, facilitating company attendees, monitoring registration, tracking RSVPs, answering questions and resolving issues
• Understand requirements for each event and act quickly to resolve problems
• Support planning events with Events Manager which includes attention to financial and time constraints
• Generate reports as needed for registration, housing, and to evaluate event’s success
• Daily utilization of Cvent
• Develop content for event materials and draft copy of invitations, registration, websites
• Continued Education tracking and submission post event
• Create and maintain events page in Asana for project management tracking
• Events marketing support for project management tasks, i.e., creation of marketing assets and materials such as invitations, conference signage, swag
• Source and research vendors such as venues, caterers, transportation, etc. based on creativity, quality and cost
• Adhere to budgets
• Manage all event set-up, tear down, and follow-up processes
• Coordinate and manage HQ office events
• Onsite event management assistance for conferences to include onsite support, changing signage, registration, and check-in
• Catering Requests –research and order catering and meals for advisor requests as needed, for groups of 15+ attendees
• Order and track internal associate gifts and client gift requests, including but not limited to marriage, baby, sympathy

Skills

• Bachelor's Degree required
• Exceptional interpersonal, verbal communication skills are required for interaction with various audiences and executives
• Self-starter, capable of multitasking and managing time and multiple priorities effectively, with direction and support of Head of Event Strategy
• Ability to remain calm under pressure without losing a customer-service oriented attitude
• Capacity to embrace changing circumstances and handle appropriately
• Ability to lift/carry 50 lbs. to support in event set ups
• Ability and willingness to travel as needed

Benefits

• Annual cash bonus
• Comprehensive benefits package
• Medical
• Dental
• Vision
• Life insurance
• 401(k)

Company Overview