Events & Merchandising Manager

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners

What will you be doing?

We are seeking a talented individual to join our Professional Services Marketing team in Birmingham. As Events and Merchandising Manager you will join a growing Marketing team, where you will have responsibility for delivering weekly events, webinars, regional events and merchandising.

As Events & Merchandising Manager, your responsibilities will include among others

• Develop and implement a strategic delivery plan for each event, delivering high quality output that matches the brief
• Work across large/small scale virtual events using Zoom, Teams and Hopin from inception to post event analysis including facilitating during the virtual event
• Work across large/small scale events, seminars, conferences, exhibitions and networking events including front of house on-site
• Agree the objective of  each event and the relevant marketing metrics that will be measured to evaluate the success at event conception. Produce simple report per event to assess these, making recommendations for improvement
• Set, communicate and maintain timelines and priorities on every project and document when these change
• Manage costs to make sure all events are delivered within the set budgets
• Coordinate systems management, asset creation, online promotion and slides for webinars
• Coordinate venue management, caterers, stand designers, contractors, speakers and equipment hire  for in person events
• Manage invite and attendee lists and input/extract information on/from the firm’s database for relevant event campaigns.
• Work with marketing colleagues to maximize event impact – content, email, social media, web team etc
• Post event analysis and recommendations to maximise the impact of the event going forward, the collation of leads generated from an event and contributions to the Marketing Teams reporting process
• Liaise with the business and compliance to gain approval and sign off where necessary and building time for this into the planning process.
• Work with the Regional Marketing Manager and other regional stakeholders to maximise the impact of the national events programme (especially webinars and virtual conferences)
• Work with Business Development colleagues where events are predominantly lead generation. Create a joined up approach and present as one voice to stakeholders
• Work with specialist suppliers to create a suite of merchandising suitable for our PS client base.  Refreshing and maintaining the catalogue and stocks of items to ensure ongoing availability for call off.
• Monitor the competitor, regulatory, industry and economic environments in order to innovate creative and fresh ideas to the team
• To have clear sight of the long-term ambition of the PS marketing proposition, whilst also identifying and delivering short-term gains/quick wins where appropriate
• Stay up to date with any systems or technological updates

To be successful in this role, you should

• Proven events management experience
• Demonstrate strong experience of managing events within a corporate organisation or agency environment
• Demonstrate an in-depth knowledge of managing an event from idea through to reporting
• Technical knowledge and comfortable using recording tools such as zoom and MS Teams.
• Strong implementation skills, focusing on delivery of events on-time and on-budget
• Creative thinking – bringing new ideas for event engagement to the team
• Multiple projects Project Management
• Excellent oral and written communication skills
• Knowledge of relevant IT packages, e.g. PowerPoint, Excel
• Attention to detail and a good level of accuracy
• Personable and diplomatic, with the ability to communicate at all levels
• Calm, organised and able to work under pressure
• Planning and Organising
• Analytical Thinking
• Teamwork
• Client focus
• Results orientation

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients.  At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation.  It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. 

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process.  Please let your Recruiter know.