Asset Management (AM) Events Team and Private Bank (PB) Events Team partners with AM & PB Businesses to deliver consistent, high-touch, distinctive client experiences. Our events range from signature global events to small intimate programs, with a focus on new client acquisition, deepening relationships, increasing flows, whilst building our brand and adhering to global standards. Events specialists are located across the world combining a deep local knowledge of United States, Latin America, Europe, the Middle East and Africa, and Asia Pacific with the insights of a global team.
As the Asset and Wealth Management (AWM) Team Events Digital Strategist, on the AM & PB Events Teams, you will partner with AWM Digital Marketing, and AWM Marketing Technology to manage our end-to-end events management platform technology, providing ongoing Events oversight. You will champion the team’s requirements of the platform while becoming a subject matter expert on the events management application to assist with change management and team training and ongoing support. This role requires interaction with colleagues globally across AWM Events Team, Businesses, Marketing, Technology, and Senior Management. This position demands strong project management skills, Microsoft skills, communication skills, accuracy, long hours, and occasional travel.
Job Responsibilities
Manage global capabilities roll-outs, including managing segmented pilots for users
Manage capability requirements and platform technology configurations/processes
Collaborate closely across the Firmwide Events Digital Strategist team to ensure best-practice and knowledge sharing
Partner with Controls, Supervisory Management, Compliance and Legal partners to ensure proper controls and processes are being followed to maintain firmwide standards
Work collaboratively with partners in the firmwide events team, managing event templates within events management application
Partner with Creative on creation of event collateral templates: design, language, functionality
Spearhead Events reporting capabilities – maintaining existing reports and adding/updating reports when needed while ensuring all necessary inputs are captured and custom reports are generated to support Events needs
Maintain training guides and provide platform subject matter expert support to support Event Planners
Collaborate on the firmwide events application strategy across lines of business to ensure alignment with Asset and Wealth Management needs.
Required Qualifications, Capabilities and Skills
Extensive experience in event and project management related activities
Must think strategically and problem solve with the ability to offer creative solutions
Must be able to multi-task and work under tight deadlines in high pressure environment
Must be able to manage budgets and negotiate with vendors
Excellent oral and written communications skills with ability to liaise with senior leadership
Excellent organizational skills and extreme attention to detail
Positive attitude and flexibility to adapt as Business priorities shift and change
Strong proficiency in Microsoft Excel, Word & PowerPoint
Preferred Qualifications, Capabilities and Skills
Prior experience in financial services and multi-lingual capabilities are a plus
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