Events Associate
Location: Fully onsite in Cohoes, NY
Duration: 12 months
Pay: up to $28 per hour, DOE
Planet Interactive is seeking an
Events Associate to join our prominent financial services client on a 6-month contract.
Events Associate Responsibilities:
- Event Planning & Execution:
- Plan, coordinate, and execute in-person events for corporate contacts and high net worth individuals aimed at fostering client relationships and acquiring new clients.
- Develop and implement event strategies designed to attract prospective clients, showcasing the value proposition of the Brand's Program.
- Track event success and analyze the effectiveness of different event formats in generating leads. This includes venue selection all the way to on-site logistics, ensuring seamless event experiences.
- Assist with creating and updating a central forward calendar of events in the Brand's Program, cross-divisional, and external.
- Content Development & Curation:
- Assist in the development and curation of engaging event content, including speaker selection, presentation materials, and interactive event activations, tailored to the interests and needs of high-net-worth individuals.
- Conduct research on relevant market trends to inform event programming.
- Salesforce Proficiency:
- Utilize CRM tools to track/manage event registration, track attendee data, and generate reports to share key metrics to senior stakeholders.
- Demonstrate a strong understanding of CRM functionalities to optimize event-related workflows and data analysis.
- Project Management: Manage multiple event projects simultaneously, including creating meeting agendas, taking and circulating post-event takeaway notes, creating and tracking work-back timelines, all adhering to deadlines and budget constraints.
- Cross-Functional Collaboration: Work closely with Advisors, content specialist teams, and compliance officers to ensure events align with overall business objectives and regulatory requirements.
- Communication & Collaboration:
- Possess strong written and verbal communication skills to effectively communicate event details to Advisors, Relationship Managers, Business Developers, clients, leadership, external event planning partners, and internal stakeholders.
- Collaborate with marketing and other relevant teams to ensure events are executed flawlessly and in accordance with company policies.
- Governance:
- Ensure all event activities are compliant with relevant regulations and internal policies, including marketing guidelines and client communication protocols.
- Maintain thorough documentation of compliance approvals.
- Post-Event Analysis:
- Conduct post-event evaluations to gather feedback, analyze key metrics (e.g., attendance, satisfaction, commercial wins), and identify areas for improvement.
- Prepare comprehensive reports and PowerPoint decks summarizing event results and recommendations for future events, including post event write-ups.
Events Associate Qualifications:
- Bachelor's Degree Preferred
- 1+ years professional experience
- Strong experience with Microsoft Office Suite, including Outlook, Word, Excel and PowerPoint;
- Salesforce experience a plus
- Strong interpersonal skills and a desire to work in a team-oriented environment
- Ability to work in a fast-paced environment and think clearly under pressure
- Highly organized with attention to detail and excellent follow-through
- Strong verbal and written communication skills
- Knowledge of relevant and interesting arts and cultural events, a plus
- Entrepreneurial
- Creative thinker
- Willingness to travel
