Senior Event Planner

Edward Jones

10d•Hybrid

About The Position

Team Overview: Travel and Event Management enables the firm's growth by delivering end-to-end strategic travel and event management that reduces complexity, safeguards resources, and elevates the experience for participants across more than 1,300 events annually and the Travel Award Program. Our team creates value by leveraging our expertise in event design, contract negotiation, preferred suppliers, technology, and financial stewardship to guide strategic, informed decision-making in partnership with key stakeholders across the firm. By managing these details with consistency and care, we deliver high-quality, memorable, and impactful experiences for attendees, business owners, and clients. COMPANY DESCRIPTION Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report [https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT]. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. AWARDS AND ACCOLADES At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones [https://careers.edwardjones.com/blog/?_sft_category=awards-accolades] Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones [https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca] EEO STATEMENT Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Requirements

Bachelor's degree required or equivalent work experience
5 years of event planning experience required
Intermediate computer skills are required, including effective use of Microsoft Office applications and web browsers.
Cvent experience

Responsibilities

Serve as the primary point of contact and trusted advisor for business owners, building strong partnerships, gathering requirements, providing guidance on event policies and processes, and driving annual event planning efforts.
Lead the planning and execution of a diverse portfolio of events, including large-scale meetings, leadership events, training programs, and hybrid experiences, ensuring exceptional attendee experiences and successful business outcomes.
Develop and manage event strategies, project plans, timelines, budgets, and operational requirements while balancing business objectives, risk considerations, and firm cost expectations.
Partner with internal teams, business stakeholders, vendors, and venues to coordinate event logistics, communicate expectations, resolve issues, and ensure seamless execution from planning through post-event evaluation.
Negotiate contracts and manage vendor relationships to secure optimal services, mitigate risk, control costs, and protect the firm's interests while delivering high-quality event experiences.
Establish and continuously improve event best practices, operational processes, Standard Operating Procedures (SOPs), and Written Supervisory Procedures (WSPs), identifying opportunities to enhance efficiency and scalability.
Apply strategic thinking, sound judgment, and problem-solving skills to address complex challenges, manage escalated situations, influence decision-making, and recommend solutions that align with long-term business goals.
Coach and mentor team members, foster cross-functional collaboration, share industry trends and expertise, and contribute to departmental strategy, continuous improvement initiatives, and organizational success.