Senior Event Manager
About The Position
The Senior Event Manager is part of Event and Production Services’ Retail Regional Events team, which develops and executes regional event portfolios to help the Branch Network retain and deepen client relationships and drive business growth. The role is responsible for approximately 60 single-day events, ranging from 10 to 300 participants, supporting Schwab’s comprehensive wealth management offerings within Investor Services. The manager designs and plans high-touch meetings and events for the Branch Network and partners with internal business partners to align event portfolios and client experiences with business objectives and firm priorities. Events range from highly customized experiential events to turnkey ticketed events. The role supports several major markets around the country, with travel expected for in-person events. Primary markets will likely be in the Eastern time zone but may change; East Coast working hours are expected.
Requirements
- At least eight years of experience in event planning and execution, with increasing responsibility and accountability.
- Strategic ability to drive, influence, and deliver an established event strategy holistically.
- Strong understanding of planning and orchestrating successful, engaging events, with sophistication and finesse in event design and decor.
- Experience developing high-touch, highly experiential events for clients, employees, and/or executives.
- Solid contracting skills with venues, caterers, decor and lighting companies, and destination management companies.
- Strong fiscal approach, including excellent budget management and forecasting skills.
- Outstanding project management and time management skills.
- Excellent interpersonal, presentation, and communication skills.
- Ability to be flexible and adaptable, work with ambiguity, and course-correct as decisions and circumstances evolve.
- Extensive PC skills and in-depth experience with Microsoft Office, including Word, Excel, and PowerPoint.
- Proficiency with event-related technology such as Cvent and Salesforce.
- Strong customer-service orientation and ability to build relationships through collaboration, accountability, and follow-through.
- Ability to manage work proactively, achieve results, and overcome obstacles with limited direction.
- Strong writing skills, including attention to grammar and ability to create approachable event communications.
Nice To Haves
- Previous corporate event experience.
- Breadth of client hospitality experience, such as premium sporting events, celebrity chef experiences, or art-based events.
- Experience hosting educational programs and working with authorities in the financial services industry.
- Work samples showing a range of event types, budgets, and formats.
- Experience coordinating registration, complex housing management, and air and ground travel arrangements.
Responsibilities
- Design and plan high-touch meetings and events for the Branch Network.
- Develop and execute regional event portfolios that support client relationship retention, deepening, and business growth.
- Partner with internal business partners to align event portfolios and client experiences with business objectives and firm priorities.
- Create and deliver sophisticated, engaging in-person and virtual event experiences.
- Develop individualized, curated event portfolios based on partner needs.
- Manage detailed budgets and forecasting, staying within quarterly budget parameters.
- Develop approachable copy for event-related materials, including invitations and follow-up communications.
- Coordinate event-related contracting with venues, caterers, decor and lighting companies, and destination management companies.
- Travel to support in-person events across several major markets.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
