Event Planner

Role Summary The Event Planner will contribute to planning, managing, and executing assigned elements of USI hosted events in alignment with organizational policy and quality standards. This role will support the building and executing of client experiences through technology platforms and engagement tools. The ideal candidate may lead events that are moderately complex in nature, and they will provide guidance on event marketing tactics and the use of engagement tools to enhance the client experience and drive data. As an Event Planner, you will apply a collaborative approach in working with market-facing associates and investment professionals to plan, implement and manage event activation from conception to completion. This role will ensure all experiences are aligned with business initiatives, match or exceed industry standards, and are designed to strategically build engagement with the T. Rowe Price brand. Responsibilities Support the day-to-day event operations needs in planning and executing small local and regional events including contract negotiation, budget management, design and production, F&B requirements, and audio visual Consult on event agendas, prepare and proof written and graphic materials, and manage tactics across a cross-functional team Measurement of event participant/invitee/stakeholder engagement and developing reports for management Accurate execution of contracts in compliance with established agreements Collaborate directly with the client and key stakeholders to develop the event goal, responsibilities, budget, timeline, schedule, etc. Identify and direct the use of engagement tools to enhance the client experience and drive data Effectively work within identified event technology platforms to build and execute virtual events Build and maintain strong, positive working relationships with members of the extended Marketing team and other stakeholders Develop industry, market, segment, and client knowledge; stay abreast of industry trends, market climates, and competitive activities Maintain relationships with legal, compliance, and other contacts within the organization to ensure events are evaluated and in compliance with firm and regulatory requirements Deliver brand initiatives to ensure maximum visibility and recognition Manage projects involving colleagues at all levels as well as external suppliers Qualifications Required: Outstanding verbal and written communication skills, and demonstrated ability to work across all levels of the organization Strong cloud-based software skills, and well-versed in both event technology platforms (ex. Stova, On24, Bizzabo) and audio-visual components including live-streaming requirements Solid understanding of the planning and execution of both in-person and virtual events Ability to work in a fast-paced environment, juggling multiple projects and priorities often under tight deadlines or requiring extra work hours The ability to work both independently and in a team-oriented, collaborative environment Limited local & regional travel based on event support requirements Preferred: Bachelor's degree or the equivalent combination of education and relevant experience AND 1-2 years of experience with event planning or coordination Proficiency with basic computer programming, including the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Strong interpersonal skills and a high degree of responsibility, initiative and professionalism Highly detail oriented with strong multi-tasking and time management skills, including the ability to effectively prioritize and execute tasks conforming to shifting priorities, demands and timelines FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. #J-18808-Ljbffr