- Collaborate with stakeholders to define event objectives, themes, and target audience.
- Develop comprehensive event plans, including budgets, timelines, and critical milestones.
- Select appropriate venues and negotiate contracts for conferences and retreats.
- Create compelling conference agendas and retreat itineraries that address industry trends and challenges.
- Collaborate with subject matter experts to identify suitable webinar topics and speakers.
- Ensure that event programs align with the educational and professional development needs of financial advisors.
- Work with the marketing team to develop marketing strategies to attract financial advisors to the events.
- Utilize digital marketing, email campaigns, and social media to promote webinars.
- Maintain event websites and registration platforms.
- Oversee all logistics, including travel arrangements, accommodations, transportation, and catering.
- Coordinate event materials, badges, signage, and technology requirements.
- Ensure accessibility and compliance with all relevant regulations.
- Select and manage vendors, such as audiovisual teams, catering services, and event app developers.
- Negotiate contracts and monitor vendor performance to meet quality and budgetary standards.
- Provide a high level of customer service to event attendees, addressing their inquiries and needs.
- Oversee onsite registration, check-in, and event flow to ensure a positive attendee experience.
- Manage event budgets, tracking expenses and ensuring cost-effectiveness.
- Prepare financial reports and evaluate the return on investment for each event.
- Collect and analyze feedback from attendees and stakeholders to improve future events.
- Develop post-event reports with performance metrics and recommendations.
- Competitive Salary + Annual Bonus based on growth
- Generous PTO, Company Holidays & Charitable Workday
- Health, Dental, and Vision Insurance with a company stipend for you and your dependents
- 401(k) + Safe Harbor contribution
- Company-sponsored Short-term and Long-term Disability + Life Insurance
- Voluntary Life Insurance, Accident, Cancer, and Critical Care coverage for you and your dependents
- Dependent Care FSA, Medical FSA, and HSA with qualifying medical plans
- Parental Leave
- Surface Pro + Home setup
- Continuing education and professional development support
- Loads of awesome RFG Swag
- Proven experience in event planning (8+ years), with a focus on financial industry events being a strong advantage.
- Proven experience managing, leading, and developing at least one employee.
- Large-scale conference planning experience is required.
- Experience negotiating contracts with vendors and managing event budgets.
- Strong project management and organizational skills.
- Excellent communication and interpersonal abilities.
- Knowledge of financial industry trends and issues.
- Ability to work in a fast-paced, deadline-driven environment.
- Must be technologically proficient and have a willingness and desire to learn new technologies.
- Flexibility to travel and work evenings or weekends as needed.
- This is a new role but we anticipate there could be 5-10 travel days per quarter.
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Corporate Events Specialist - Vestavia Hills, United States - RFG Advisory
Description
Job Type
Full-time
Description
RFG Advisory is seeking a CORPORATE EVENT SPECIALIST to join our growing team You will be responsible for overseeing all aspects of corporate events, from concept to execution. This may include developing event concepts and themes, managing budgets, coordinating with vendors, negotiating contracts, and ensuring that events are executed smoothly and create engaging experiences for financial advisors.
The Corporate Event Specialist role at RFG demands a meticulous and well-organized professional who can create successful events that meet the specific needs of our growing firm. By executing high-quality conferences, retreats, and webinars, you will play a crucial role in enhancing the professional development and networking opportunities for financial professionals in the industry.
Location :
This position is in our Birmingham office and requires regular travel. Our office works in a structured hybrid schedule, 3 days in-office and 2 days remote.
Reports To : Director of Marketing
Direct Reports : Client Experience Coordinator
Key Responsibilities :
Event Planning:
Experience :
$72, ,000
