Event Manager Client Loyalty Events

Your Opportunity Event and Production Services (EPS) designs and delivers events and multimedia productions that attract, engage, and retain clients and employees. We take pride in creating memorable experiences that differentiate the Schwab brand. The Event Manager is responsible for events ranging in size from 5 to 3000 participants supporting Schwab's various client segments within the... Investor Services organization. In this role you will design and plan a wide range of event types - national, scalable, and virtual events (educational & experiential) for a broader client base to high-touch sporting events and experiential hospitality for smaller audiences. All events are planned with the goal of helping Financial Consultants/Wealth Consultants retain, deepen relationships, and show appreciation for their existing clients. You will also work withinternal business partners to ensure that the eventportfolio and client experience align and support business objectives and firm priorities. Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work - whether that's in the office or remote. Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office. Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances. Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees. What you are good at Carrying out upon established strategies designed for engaging clients across various Retail segments and collaborating with different business partners within the organization. Creating experiential, modern, and distinct event experiences (in-person and virtual) that serve to differentiate Schwab from its competition. Events may vary from national educational webcasts offered broadly to experiential/celebrity engagements for select audiences. Designing Branch Relocation Grand Openings that strengthen client relationships and showcase the local community. Handling sporting experiences for Schwab's affluent clients, including close collaboration with Schwab's Corporate Sponsorships team on execution as well as securing unique, top-echelon opportunities for supported markets. Serving as a key partner with the Client Marketing team to help design and review event-related pieces such as registration websites, invitations, follow-up communications, on-site signage and more. Leading all aspects of and maintaining a robust turnkey, national event program for local branch client engagement/activation. Continually improving the end-to-end client experience, ensuring that all attendee touch points across the entire event life cycle are delivered with the highest level of quality and consistency. Selecting outside vendors, picking venue sites, contracting with hotels and handling overall budgets at the event level. Drafting executive briefings as needed Pre-planning and communicating logistics, as well as performing on-site management as needed. What you have At least 5 years of shown experience in event planning and execution in a fast-paced environment. Breadth of experience planning hospitality and educational programs, both in-person and virtually. Desire to build a strategic lens into the scope of work and to bring new insights to the table. A solid understanding of how to plan and orchestrate engaging events to a national audience in a scalable way. An innovative and forward-thinking mind, with a keen eye for detail. Ability to run events of varying sizes and levels of complexity. Ability to be flexible, adaptable, and confident with ambiguity while course correcting based on evolving decisions and circumstances. Solid contracting skills with venues, caterers, d cor, A/V companies, DMCs, etc. Strong fiscal approach with excellent budget management and forecasting skills. Solid collaboration and long-term partnership skills. Strong on-site execution experience and oversight of multiple vendors. Excellent interpersonal, presentation and communications skills. Proficiency in PowerPoint for experiential decks and run of show planning purposes. Bachelor's degree required. Colorado CompensationTarget Total Compensation - 87,600 - 157,600.Your actual pay will be based on your skills and experience -- talk with your recruiter to learn more. Salary Range: $100K -- $150K Minimum Qualification Communications & PREstimated Salary: $20 to $28 per hour based on qualifications