Specialist, Event & Sponsorship Services

Charles Schwab Inc. • San Francisco, CA

3d • $25 - $38 • Onsite

About The Position

Event and Production Services (EPS) designs and delivers events and multimedia productions that attract, engage, and retain clients and employees, creating memorable experiences that differentiate the Schwab brand. The Event Specialist assists with events ranging in size from 5 to 2,500 participants for Schwab’s clients, shareholders, and employees. The role supports the design and planning of varied event types, from high-touch experiential hospitality events for exclusive audiences to national virtual educational and experiential events for a broader client base. The selected candidate is expected to work on site in the specified location(s).

Requirements

• Experience in event planning and execution in a fast-paced environment.
• Demonstrated ability to support multiple event workstreams, timelines, deliverables, and stakeholders from planning through on-site or virtual execution.
• Strong organizational and project management skills, attention to detail, and ability to manage competing priorities in a fast-paced environment.
• Experience partnering with external vendors to deliver events that support defined business objectives and client experience standards.
• Ability to support event documentation, including project plans, experiential decks, budgets, and post-event follow-up.
• Sound judgment and problem-solving skills, including ability to adapt quickly as requirements or circumstances change.
• Desire to build a strategic lens into the scope of work and bring new ideas to the table.
• Innovative and forward-thinking mindset with a keen eye for detail.
• Ability to support events of varying sizes and levels of complexity.
• Flexibility, adaptability, and comfort with ambiguity while course correcting based on evolving decisions and circumstances.
• Strong fiscal approach with excellent budget management and forecasting skills.
• Solid collaboration and long-term partnership skills.
• Ability to travel as required.
• Ability to work outside standard business hours as needed.
• Bachelor’s degree.

Nice To Haves

• Experience delivering high-touch hospitality or educational programs.
• Working knowledge of Cvent.
• Experience supporting scalable events across in-person and virtual formats.

Responsibilities

• Support multiple event workstreams, timelines, deliverables, and stakeholders from planning through on-site or virtual execution.
• Assist in designing and planning events of varying sizes and levels of complexity.
• Partner with external vendors to deliver events that support defined business objectives and client experience standards.
• Support event documentation, including project plans, experiential decks, budgets, and post-event follow-up.
• Use sound judgment and problem-solving skills during event planning and execution, adapting as requirements or circumstances change.
• Assist with on-site event execution and oversight of multiple vendors.
• Manage event budgets and forecasting.

What This Job Offers

• Job Type: Full-time