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Fidelity Investments

Manages investments and workplace retirement plans

Manager – Meetings & Events

Production ManagementUpdated on Nov 9
Full-timeBoston, MA, USA$74k - $141k /yr

About the Job

Requirements

  • A bachelor's degree is preferred, or at least 5 years of related work experience.
  • Experience planning social and corporate events, as well as an understanding of industry events.
  • Experience with event registration systems and event mobile app platforms, especially Cvent.
  • Knowledge and experience with virtual event production.
  • Knowledge and experience of Microsoft Office Suite, including Excel, Outlook, PowerPoint, and Word, and Zoom Meeting/Webinar.
  • Strong verbal and written communication skills, including proofreading.
  • Exceptional organizational skills.
  • Ability to work under tight deadlines and prioritize responsibilities.
  • Ability to travel within the United States and work flexible or fluctuating hours.
  • Proven time management and organizational skills, with a record of planning, managing, and driving multiple events simultaneously.
  • Experience managing small to mid-size budgets, fundamental knowledge of contractual language pertaining to meetings and events, and experience negotiating with vendors.
  • Ability to collaborate with team members and business partners, work independently and as part of a team, and contribute to a positive work environment.
  • Knowledge of approaches, tools, and techniques for dealing with changes and adapting to a changing environment.

Responsibilities

  • Deliver event experiences for the firm’s associates, clients, and prospects, creating programmatic experiences that support business objectives.
  • Manage event projects by creating timelines, organizing planning meetings, collaborating with business partners to drive deliverables, and keeping partners informed.
  • Consult with senior management and colleagues regarding event strategy, objectives, and program goals; recommend ways to maximize impact while minimizing spend.
  • Collaborate with marketing, communications, and product groups to ensure appropriate branding, including presentation content.
  • Design engaging and relevant event experiences for internal and external audiences, including new and existing clients, that achieve business objectives.
  • Contribute to agenda content development and work with speakers on logistical items.
  • Develop success measures, evaluate major events against objectives, and recommend areas for improvement.
  • Source and manage speakers and vendors, and create dynamic production schedules.
  • Create and manage budgets, timelines, and work plans; lead planning meetings and collaborate with business partners to complete deliverables.

About the Company

Fidelity Investments

Manages investments and workplace retirement plans

Fidelity Investments manages money and runs brokerage accounts for individuals, while administering workplace benefits and supporting financial advisers and institutions. Its funds span active management and index investing, and its advice services range from automated portfolios to dedicated wealth managers. Customers trade through online accounts or work with advisers by phone and at investor centers, while employers use its services for retirement savings and stock plans. The business earns advisory fees and charges for selected trades, with institutional custody and clearing services alongside its consumer accounts. Fidelity was founded in 1946 and is headquartered in Boston, Massachusetts, United States.

Company size
10,001+
Company stage
Debt Financing
Total funding
$250.4B
Headquarters
Boston, MA
Founded
1946

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