Manager, Meetings & Events

Fidelity • Boston, MA

3d • Onsite

About The Position

The Manager, Meetings and Events delivers high-quality event experiences for Fidelity associates, clients, and prospects. The role manages event projects from planning through execution, including budgets, timelines, work plans, planning meetings, partner communications, complex logistics, speakers, vendors, and production schedules. The manager produces both in-person and virtual events and uses event technology platforms to create engaging experiences that advance business objectives.

The role consults with senior management and colleagues on event strategy, objectives, and program goals; recommends ways to maximize impact while controlling spend; and collaborates with marketing, communications, product, sales, and relationship-management partners. It contributes to agenda and content development, works with speakers on logistics, ensures branding and presentation content are appropriate, and evaluates major events against defined success measures to recommend improvements.

The Meetings and Events team collaborates with business partners on planning, budgeting, and designing internal and client events. The team manages more than 1,000 events annually. The position requires the ability to travel within the U.S. and work flexible and/or fluctuating hours. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite expectations vary and may evolve.

Requirements

• Bachelor’s degree preferred, or at least 5 years of related work experience.
• Experience planning social and corporate events and understanding industry events.
• Experience with event registration systems and event mobile app platforms, especially Cvent.
• Knowledge and experience in virtual event production.
• Knowledge and experience with Microsoft Office Suite, including Excel, Outlook, PowerPoint, and Word, and Zoom Meeting/Webinar.
• Strong verbal and written communication skills, including proofreading.
• Exceptional organizational and time-management skills, including a record of successfully planning, managing, and driving multiple events simultaneously.
• Ability to work under tight deadlines and prioritize responsibilities.
• Ability to travel within the U.S. and work flexible and/or fluctuating hours.
• Experience managing small-to-mid-size budgets.
• Fundamental knowledge of contractual language pertaining to meetings and events, and experience negotiating with vendors.
• Ability to collaborate with team members and business partners, work independently and as part of a team, and contribute to a positive work environment.
• Ability to respond to change and adapt as needed.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• Bachelor’s degree.

Responsibilities

• Serve as an event project manager by creating timelines, organizing planning meetings, collaborating with business partners to drive deliverables, and keeping partners informed.
• Plan, manage, and execute multiple social, corporate, industry, internal, and client events simultaneously.
• Create and manage event budgets, work plans, and production schedules.
• Coordinate complex event logistics, including sourcing and managing speakers and vendors.
• Produce in-person and virtual event experiences using appropriate technology platforms.
• Consult with senior management and colleagues on event strategy, objectives, and program goals, and recommend approaches that maximize impact for minimal spend.
• Collaborate with marketing, communications, and product groups to ensure appropriate branding and presentation content.
• Design engaging event experiences for internal and external audiences, including new and existing clients, that support business objectives.
• Contribute to agenda and content development and coordinate logistical details with speakers.
• Develop success measures, evaluate major events against objectives, and recommend improvements.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager