Events Support Specialist - Investment Banking jobs in United States
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William Blair · 1 month ago

Events Support Specialist - Investment Banking

William Blair is a premier global partnership that has been delivering trusted advice for nine decades. The Events Support Specialist will manage and coordinate event preparation and execution activities for the Events Marketing Team, ensuring best-in-class experiences and resolving any issues that arise during the process.

BankingFinanceWealth Management
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Growth Opportunities

Responsibilities

Oversee and coordinate William Blair marketing event preparation and execution activities across BMC (Brand Marketing & Communications) teams and business unit staff with guidance from senior event producers. Ensure alignment with established project plans. Work with BMC team members, business unit staff and vendors to arrange on-time, successful delivery of all event materials and components. Utilize WRIKE project management tool to maintain status of deadline driven tasks and activities
Provide seamless organization and delivery of event details and supporting materials. Execute preparation, set up, day of event and event close out tasks, including site planning, invitation production and distribution, event material preparation and production, vendor coordination, signage, shipping, participant logistics, equipment set up, check in, audio/visual assistance and post event follow up. Acquire appropriate approvals for all event components
Develop knowledge of events marketing best practices and apply them throughout all phases of event preparation and execution. Ensure all event activities are consistent with William Blair marketing strategies and brand image
Resolve event preparation and execution issues in a timely manner, ensuring minimal effect to participants. Track issues and escalate as necessary to ensure prompt resolution. Report issues that may risk event success to stakeholders. Recommend solutions and changes to processes to prevent future issues
Ensure proper review and approvals for all event phases from Senior Manager, Investment Banking Events, and other relevant stakeholders
Gather and analyze event feedback. Prepare debrief reports of findings for BMC and business unit management
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures
Additional responsibilities as requested

Qualification

Events marketingFinancial services experienceProject managementMicrosoft OfficeSalesforceCventCommunication skillsOrganization skillsTime managementCritical thinkingCollaboration skillsAttention to detail

Required

Bachelor's Degree in Marketing related field required
2 - 5 years of experience in events marketing required
Advanced events marketing skills
Advanced project management and prioritization skills, including use of project management technology tools
Strong written and verbal communication skills
Strong organization and time management skills
Ability to adapt to changing situations and apply critical thinking to solve issues
Ability to build relationships and collaborate cross-functionally
Knowledge of events marketing best practices
Attention to detail and quality
Proficiency in Microsoft Office, Salesforce and Cvent

Preferred

Financial services industry experience preferred
Experience in/working knowledge of investment banking and private wealth businesses preferred

Benefits

Medical, dental and vision coverage
Employer paid short & long-term disability and life insurance
401(k)
Profit sharing
Paid time off
Maven family & fertility benefit
Parental leave (including adoption, surrogacy, and foster placement)
Other voluntary benefits

Company

William Blair

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William Blair is a global investment banking and asset management firm.

Funding

Current Stage
Late Stage

Leadership Team

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Brent Gledhill
President & CEO
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Brian Friedman
Managing Director
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Company data provided by crunchbase