Field Event Management - Event Program Manager, Assistant Vice President

About the Role

The Practice Strategy team is responsible for creating and delivering leadership development, practice management strategies, and training for Field Managers and Financial Advisors through conferences, online learning, designations, coaching, and field career development training programs. A Program Manager on the Field Event Management Team will be responsible for the planning and execution of conferences for Managers and Advisors. Travel in this role is required (~25% of the time).

Responsibilities

• Independently manage training programs and incentive conferences for groups up to 1,200 attendees, including:
• Written and verbal communication/marketing about the program
• Agenda formatting in conjunction with a business expert
• Speaker management – confirming speaking dates/times, gathering session descriptions, compiling bios/photos, collecting presentations
• Invitee list management, including vetting, tracking, and reporting
• Material development, distribution, and analysis (internal websites, communication plans, program resources, surveys, action plans, key takeaways, etc.)
• On-site and/or virtual management of the meeting flow
• Liaise with Global Conferencing and Events and Production Teams on event logistics, including registration websites, audio-visual, conference set-up, and attendee experience
• Oversee conference budgets in partnership with the Global Conferencing and Events Team, ensuring efficiencies and streamlining while delivering a cutting-edge event
• Post-event survey creation, distribution, and analysis
• Manage relationships with external vendors on speaker selection, technology enhancements, and custom offerings to enhance programs
• Handle special projects as they arise in conjunction with Practice Strategy initiatives

Qualifications

• Minimum education: Bachelor's degree
• Minimum of 5 years of experience in the financial industry and/or Meetings and Events

Skills

• Highly organized and detail-oriented
• Excellent written and verbal communication
• Proficient in Microsoft Office, particularly Outlook, Excel, Word, and PowerPoint
• Excellent project management skills
• Self-motivated with a strong work ethic
• Ability to work efficiently and independently, as well as in close partnership with team members
• Ability to develop and maintain successful partnerships with internal and external stakeholders
• Ability to handle multiple tasks and projects concurrently
• Adaptable to change and flexible in a fast-paced environment
• Ability to take initiative, maintain high standards of professional conduct, and exercise good business judgment
• Client-service oriented

Pay

Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. Base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, and other Morgan Stanley sponsored benefit programs.