Event Planner (Hybrid)

Siegfried is an entrepreneurial leadership organization that provides financial executives with a powerful combination of leadership advisory, talent delivery, and financial advisory services. Through our strategic service offering, leaders and financial decision makers can better clarify the best path forward and we can assist them with getting their most important work done right. For 35 years, we’ve worked with our clients to deliver more than just success.

Our higher purpose is to help people transform themselves into better leaders to exponentially improve their lives.

Siegfried is a unique career choice, offering employees the opportunity to earn a competitive base salary with lucrative performance-based incentives, and is committed to helping you invest in YOUR future. Additionally, we offer comprehensive benefit plans including healthcare/dental/vision, paid vacation/sick time, paid holidays, an employer 401k match, profit sharing, and allowance for professional development, among many other perks!

Reporting to the National Events Manager, the Event Planner will bring executional excellence consistent with our Siegfried brand, culture and higher purpose to the planning and orchestration of a defined set of the Firm’s national events. The Event Planner will select venues that are inspirational with logistics and technology while delivering Five-star client service. The Event Planner strives within a transformational environment which fosters learning, innovation, collaboration, motivation, and fun.

This position has no supervisory responsibilities.

• National Events Manager assigns a set of events to the Event Planner who in turn takes responsibility for all aspects of pre-event planning with stakeholders, leading contract negotiation for the respective venue, manages the relationships with the hotel sales and hospitality team, and the AV team. The Event Planner prepares the respective budget for assigned event, obtaining invoices, tracking and monitoring the expenses to actuals.
• For every event, the Event Planner collaborates with third party vendors to arrange air and ground transportation, compelling evening events, Live Well Be Well and organized activities.
• Responsible for all aspects of event management, including plan implementation, registration, client/employee hospitality and oversight, and any brand items.
• Provide onsite support, oversight, liaison with stakeholders and venue personnel and timely solve any issues.
• Responsible for all aspects of post-event management, including outcomes via surveys and Siegfried Growth Innovators.
• Ensuring that Five-star client service is followed throughout the planning through execution, collaboration and pro-active communication with innovative proposed concepts is essential.
• Use event planning tools to register participants, monitor registration and provide ongoing updates to stakeholders.
• Utilize Events Planning tools within the National Events Playbook e.g. Events Planning Check List and Trackers.
• Use Cvent App (Attendee Hub) or equivalent to manage onsite event logistics and communications with attendees.

• Self-motivated, detail-oriented professional offering a minimum of 2 years of event planning experience.
• Adaptability to various projects through experience managing and supporting events at minimum of 100+ people and budgets of a least $500k.
• Diplomatic and tactful with professionals and non-professionals at all levels.
• Committed to quality of work and its presentation
• Works well in dynamic, time-sensitive environments, with a team or independently
• Ability to work 9-10 hours per day (or an average of 45 to 50 hours per week)
• Available to work nights and weekends as necessary
• Problem-solving skills
• Strong analytic skills
• Strong interpersonal skills
• Adept at building, warm and trusting relationships
• Proven collaborator
• Strong leadership skills
• Strong values aligned with our Culture (Fairness, Honesty, Trustworthy, Respectful, Flexible, Strong Work Ethic)
• Superior written and verbal communication skills
• Effective Time Management skills (self-motivated to manage schedule and projects)
• Ability to work in fast-paced, high-demand, entrepreneurial environment
• Adept in use of Microsoft 365 software suite, project management and event planning tools
• Minimum of 10% travel required

• Bachelor’s degree preferred in area of administration, hospitality services, or business management.
• Meaningful event planning experience in service industry, event planning/scheduling/orchestration/working with third parties and other operational areas.

This role may have physical demands including but not limited to lifting, bending, pushing, pulling and/or extended walking and standing.