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Mercer Advisors

Personalized wealth management and trust services

Event Operations Specialist - Registration

Project ManagementPosted on Nov 13
Full-timeRemote in USA

About the Job

Requirements

  • Minimum two years of hands-on Cvent experience, including building complete registration websites, configuring conditional logic and attendee types, managing invitations and attendee data, and running Cvent reports.
  • Minimum three years of experience in event registration, event technology, or event planning.
  • Experience managing virtual events from planning through execution, and managing multiple projects at once.
  • Proficiency with Salesforce or another CRM system.
  • Strong Excel skills, including formulas, pivot tables, and mail merges.
  • Exceptional attention to detail and proofreading skills.
  • Clear, friendly written and verbal communication, and a collaborative approach to working with email marketing, copywriters, designers, local offices, and vendors.
  • Ability to manage multiple events and deadlines, and to make sound judgment calls in a fast-paced environment.
  • Ability to support events in multiple markets from a remote position.
  • Ability to travel 10% to 15%.

Responsibilities

  • Build and launch Cvent registration websites, forms, and confirmation pages for in-person, virtual, and hybrid events, using reusable templates that reflect Mercer Advisors branding.
  • Partner with the content team on registration site copy, imagery, and branding, and request, review, and approve assets so every site is polished and on brand.
  • Partner with the email marketing team to align registration sites with invitation, reminder, and follow-up emails, coordinating timing, messaging, links, and registration tracking before each send.
  • Configure Cvent registration paths with conditional logic, multiple attendee types, capacity limits, waitlists, and approval workflows.
  • Test every Cvent registration site end to end before launch, proofing content, logic, confirmation emails, and reporting for accuracy.
  • Serve as the Cvent power user for local events, maintaining account standards, templates, user access, and data integrity, and documenting the build process so others can follow it.
  • Confirm registration pages and communications meet accessibility, privacy, and compliance requirements.
  • Manage the attendee experience from invitation through post-event follow-up, using Cvent for invite sends, RSVP tracking, confirmations, reminders, and waitlist management.
  • Establish and maintain invitation lists in partnership with local offices and the email marketing team, and provide registration data and segments that support targeted sends.
  • Serve as the point of contact for registration questions, and resolve attendee issues quickly and courteously.
  • Administer post-event surveys in Cvent, monitor results, and share feedback with the event team to improve future events.
  • Own a portfolio of virtual events from planning through post-event follow-up, including timelines, run of show, speaker and presenter coordination, and attendee communications.
  • Build and manage registration and virtual event setup in Cvent or a comparable virtual event platform, and run technical rehearsals and day-of support.
  • Track attendance and engagement, send post-event surveys and follow-ups, and report results and leads to local offices and marketing leadership.
  • Set up registration for events managed by other team members, balancing the role’s own virtual event schedule with those requests.
  • Create and manage Salesforce campaigns for each local event, and keep Cvent registration and attendance data aligned with Salesforce.
  • Reconcile registration, check-in, and no-show data across sources so attendance is accurate and return on investment can be tracked.
  • Build Cvent reports on registration pace, attendance, and results for local offices and marketing leadership.
  • Make sure all leads from an event are systematically documented and tracked.
  • Act as the department project manager, tracking event timelines, deliverables, task ownership, and approvals so every project stays visible and on schedule.
  • Manage intake of event and registration requests from local offices and the marketing team, and prioritize work against deadlines and capacity.
  • Identify ways to streamline department processes, then document and implement improved workflows, registration standards, and reusable templates and best practices.
  • Keep department documentation, checklists, and training materials current so team members can follow consistent processes.
  • Build working relationships with the email marketing team, content team, local offices, and event specialists, sharing clear timelines, event briefs, and deadlines.
  • Support broader event logistics as capacity allows, including vendor coordination, budget tracking, and collateral.
  • Perform other duties as assigned.

Desired Qualifications

  • Cvent certification.
  • Certified Meeting Professional (CMP).
  • Experience as a project manager or in an operations role, including process documentation and improvement.
  • Experience integrating Cvent with Salesforce.
  • Experience with Cvent OnArrival, Cvent event apps, and onsite badge printing technology.
  • Experience with other registration platforms, such as EventSpark, Swoogo, or Bizzabo.
  • Working knowledge of HTML or CSS.
  • Bachelor’s degree or equivalent experience.
  • Experience supporting client-facing events in financial services or another regulated industry.

About the Company

Mercer Advisors

Personalized wealth management and trust services

Mercer Advisors provides comprehensive wealth management for high-net-worth individuals and families, offering customized financial planning, investment strategy, corporate trustee services, and tax, retirement, and estate planning. It charges advisory fees tied to assets under management and integrates tax efficiency into investments to boost after-tax returns. Its approach links tax strategy, investments, and estate planning, with in-house corporate trustee capabilities and services tailored for women to deliver a long-term, personalized plan. The goal is to lift the burden of financial management from clients so they can focus on the life they want while pursuing financial success and stability.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$2.9B
Headquarters
Denver, CO
Founded
1985

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