Field Event Management - Event Program Manager, Assistant Vice President

Morgan Stanley•Purchase, NY

15h

About The Position

The Event Program Manager on Morgan Stanley’s Field Event Management Team plans and executes conferences for Managers and Advisors, including training programs and incentive conferences for groups of up to 1,200 attendees. The role requires travel, approximately 25% of the time. The Program Manager independently manages program communications and marketing, agenda development, speakers, invitee lists, event materials, and onsite or virtual meeting flow. The role partners with Global Conferencing and Events and Production Teams on event logistics, registration, audiovisual requirements, conference setup, and attendee experience. It also oversees conference budgets in partnership with the Global Conferencing and Events Team, manages external vendor relationships, and handles special projects tied to Practice Strategy initiatives. The Practice Strategy team develops and delivers leadership development, practice management strategies, and training for Field Managers and Financial Advisors through conferences, online learning, designations, coaching, and field career development programs.

Requirements

Bachelor’s degree.
At least 5 years of experience in the financial industry and/or meetings and events.
Highly organized and detail oriented.
Excellent written and verbal communication skills.
Proficient in Microsoft Office, particularly Outlook, Excel, Word, and PowerPoint.
Excellent project management skills.
Self-motivated, with a strong work ethic and ability to work efficiently and independently as well as closely with team members.
Ability to develop and maintain successful partnerships and collaborate with internal and external partners.
Ability to manage multiple tasks and projects concurrently.
Adaptability and flexibility in a fast-paced, changing environment.
Ability to take initiative, maintain high standards of professional conduct, and exercise good business judgment.
Client-service orientation.

Responsibilities

Independently plan and manage training programs and incentive conferences for groups of up to 1,200 attendees.
Prepare written and verbal communications and marketing for programs.
Format agendas in conjunction with a business expert.
Manage speakers by confirming speaking dates and times, collecting session descriptions, compiling biographies and photographs, and gathering presentations.
Manage invitee lists, including vetting, tracking, and reporting.
Develop, distribute, and analyze program materials, including internal website content, communications plans, resources, surveys, action plans, and key takeaways.
Manage meeting flow onsite and/or virtually.
Coordinate with Global Conferencing and Events and Production Teams on registration websites, audiovisual needs, conference setup, and attendee experience.
Oversee conference budgets in partnership with the Global Conferencing and Events Team, seeking efficiencies while delivering events.
Create, distribute, and analyze post-event surveys.
Manage external vendor relationships for speaker selection, technology enhancements, and customized program offerings.
Handle special projects in conjunction with Practice Strategy initiatives.
Travel approximately 25% of the time.