Meeting and Event Planner
SEI · Oaks, PA · 1 mo ago
ManagementFull-time
We need to output HTML fragment with sections: About the role? Actually the posting includes sections: The Opportunity (role description), What You Will Do (responsibilities), What We Need From You (requirements/qualifications), How Success Will Be Demonstrated (maybe performance metrics), Location & Travel (schedule?), Benefits (benefits). Also maybe "About SEI" but that's generic company description; could be considered "About the role"? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones.
We need to decide which sections to include.
Content:
- About SEI: description of company, open innovation spaces, etc. Could be "About the role"? Actually "About the role" is not present; we have "The Opportunity" describing role. Could map to "About the role". But we could also have a section "About SEI" but not in list. The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It doesn't forbid other headings? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect those headings only. So we should map content to those headings.
Thus:
- About the role: could include description of role, opportunity, maybe "The Opportunity" paragraph.
- Responsibilities: "What You Will Do" list.
- Requirements: "What We Need From You" list (experience, education, skills). Could split into Requirements and Qualifications? But we can combine.
- Skills: maybe list of specific skills (Microsoft Office, Cvent, etc.) but could be part of Requirements.
- Benefits: there is a Benefits paragraph describing healthcare, retirement, etc.
- Pay: not mentioned; do not include.
- Schedule: location & travel mentions on-site in Oaks, PA, travel up to 25%, schedule flexibility. Could be Schedule section.
We must not create sections with filler. So include only those with real content.
We need to output only HTML fragment, no /, no markdown fences.
We'll produce something like:
About the role
... text ...
Responsibilities
- ...
...
Requirements
- ...
...
Skills
- ...
...
Benefits
- ...
...
Schedule
... location and travel ...
We need to ensure we preserve all substantive information. Let's extract.
From posting:
About SEI / The Opportunity:
"When you step into SEI, anywhere in the world, you know you are not inside a traditional financial services company. Our open innovation spaces spur creativity, provocative artwork inspires conversation, and a flexible work environment supports personal and professional growth. We are a place to inspire your work, build your voice, and grow your community. The Events Team shapes client, prospect, and employee experiences through the strategic planning and execution of SEI-sponsored marketing events, conferences, investment seminars, client entertainment, and internal programs. The team is advancing a data-informed model that evaluates the attendee journey, translates insights into recommendations, and connects event execution to business outcomes. The Opportunity The Meeting & Event Planner is a hands-on project leader within SEI Global Marketing's Events Team. This role partners with business stakeholders, marketing colleagues, and external vendors to deliver thoughtful, well-executed experiences across in-person, virtual, and hybrid formats. The planner owns assigned programs from initial brief through post-event follow-up, balancing creative experience design with operational discipline, budget stewardship, risk awareness, and measurable results."
We can combine into About the role paragraph.
Responsibilities (What You Will Do) list:
- Lead assigned events from concept through closeout, including discovery, objectives, project plans, timelines, budgets, venue and vendor coordination, registration, attendee communications, on-site execution, reconciliation, and post-event reporting.
- Serve as the primary project manager for program deliverables, clarifying roles, milestones, dependencies, approvals, and decisions across Global Marketing, business stakeholders, and event partners.
- Translate business objectives and audience needs into event strategies, formats, agendas, and experience details that reinforce SEI's brand and positioning.
- Build and maintain detailed working documents, including project plans, budgets, registration reports, production schedules, run-of-show documents, rooming lists, and stakeholder updates.
- Manage vendor sourcing and relationships, including proposals, contracts, service expectations, production requirements, and invoice reconciliation, in partnership with the appropriate internal teams.
- Administer event technology and registration workflows using Cvent, ON24, Microsoft 365 tools, and other approved platforms; support accurate attendee data and effective stakeholder reporting.
- Monitor registration, engagement, attendee feedback, budget performance, and other agreed measures; summarize findings and recommend improvements for future programs.
- Deliver a high-touch client and guest experience by anticipating needs, resolving issues calmly, and maintaining polished communication before, during, and after each event.
- Coordinate on-site logistics and production, including venues, food and beverage, transportation, hotel accommodations, audiovisual needs, speakers, signage, staffing, and contingency plans.
- Contribute to shared team standards, templates, supplier knowledge, process improvements, and post-event learnings while supporting colleagues during peak periods.
- Ensure event plans follow applicable SEI policies, approval requirements, accessibility considerations, and health, safety, privacy, and risk-management expectations.
That's a list.
Requirements (What We Need From You) list:
- 5-8 years of meeting, event, conference, or incentive-planning experience, with demonstrated ownership of multiple concurrent programs.
- Bachelor's degree or equivalent combination of education and relevant professional experience.
- Strong project-management, organizational, problem-solving, and prioritization skills, with close attention to detail.
- Clear, polished written and verbal communication skills and the confidence to work with stakeholders at different levels of the organization.
- A client-first mindset and a track record of creating welcoming, responsive, and professional attendee experiences.
- Working proficiency in Microsoft Outlook, Excel, Word, PowerPoint, and Teams; experience with Cvent is strongly preferred.
- Comfort working with budgets, registration data, survey feedback, and event-performance measures to identify insights and inform recommendations.
- Ability to work independently, collaborate across teams, learn quickly, and remain composed in a fast-paced and occasionally unpredictable environment.
- A solution-oriented, technology-comfortable approach, sound judgment, and a positive, accountable, can-do attitude.
- Flexibility to support early mornings, evenings, and occasional weekends based on program needs, plus the ability to travel up to 25%.
We could split some into Skills: maybe the Microsoft Office, Cvent, etc. But we can keep all under Requirements.
But we also have a separate "How Success Will Be Demonstrated" which could be considered performance metrics; maybe we could put under a section like "Performance Expectations" but not in allowed headings. Could incorporate into Responsibilities? But it's separate. The instruction says prefer a few substantive sections over many thin ones. Could we merge How Success Will Be Demonstrated into Responsibilities or Requirements? It's about how success measured; could be its own section but not in list. However we could treat as "Requirements" maybe not. Better to create a section "Performance" but not allowed. The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings but suggests those as examples. Safer to stick to those. We could incorporate the success demonstration into Responsibilities as additional bullet points? But they are about outcomes, not duties. Could add as a separate section "Requirements" maybe not. However we could create a section "Qualifications" for the success demonstration? Not ideal.
Given instruction: "Prefer a few substantive sections over many thin ones." So we could combine How Success Will Be Demonstrated into Responsibilities (as expected outcomes) or into a separate section "Performance" but that would be thin. Better to add as bullet points under Responsibilities? Might be okay.
Location & Travel: "This is an on-site position based in Oaks, Pennsylvania. The role may require travel of up to 25%, as well as schedule flexibility based on event needs." This fits Schedule section.
Benefits: paragraph about benefits.
We need to ensure we don't include boilerplate like EEO, AI Acceptable Use, etc. Remove those.
Now craft HTML.
We'll produce:
About the role
When you step into SEI, anywhere in the world, you know you are not inside a traditional financial services company. Our open innovation spaces spur creativity, provocative artwork inspires conversation, and a flexible work environment supports personal and professional growth. We are a place to inspire your work, build your voice, and grow your community. The Events Team shapes client, prospect, and employee experiences through the strategic planning and execution of SEI-sponsored marketing events, conferences, investment seminars, client entertainment, and internal programs. The team is advancing a data-informed model that evaluates the attendee journey, translates insights into recommendations, and connects event execution to business outcomes. The Meeting & Event Planner is a hands-on project leader within SEI Global Marketing's Events Team. This role partners with business stakeholders, marketing colleagues, and external vendors to deliver thoughtful, well-executed experiences across in-person, virtual, and hybrid formats. The planner owns assigned programs from initial brief through post-event follow-up, balancing creative experience design with operational discipline, budget stewardship, risk awareness, and measurable results.
Responsibilities
- Lead assigned events from concept through closeout, including discovery, objectives, project plans, timelines, budgets, venue and vendor coordination, registration, attendee communications, on-site execution, reconciliation, and post-event reporting.
- Serve as the primary project manager for program deliverables, clarifying roles, milestones, dependencies, approvals, and decisions across Global Marketing, business stakeholders, and event partners.
- Translate business objectives and audience needs into event strategies, formats, agendas, and experience details that reinforce SEI's brand and positioning.
- Build and maintain detailed working documents, including project plans, budgets, registration reports, production schedules, run-of-show documents, rooming lists, and stakeholder updates.
- Manage vendor sourcing and relationships, including proposals, contracts, service expectations, production requirements, and invoice reconciliation, in partnership with the appropriate internal teams.
- Administer event technology and registration workflows using Cvent, ON24, Microsoft 365 tools, and other approved platforms; support accurate attendee data and effective stakeholder reporting.
- Monitor registration, engagement, attendee feedback, budget performance, and other agreed measures; summarize findings and recommend improvements for future programs.
- Deliver a high-touch client and guest experience by anticip
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. We need to decide which sections to include. Content: - About SEI: description of company, open innovation spaces, etc. Could be "About the role"? Actually "About the role" is not present; we have "The Opportunity" describing role. Could map to "About the role". But we could also have a section "About SEI" but not in list. The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It doesn't forbid other headings? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect those headings only. So we should map content to those headings.
Thus:
- About the role: could include description of role, opportunity, maybe "The Opportunity" paragraph.
- Responsibilities: "What You Will Do" list.
- Requirements: "What We Need From You" list (experience, education, skills). Could split into Requirements and Qualifications? But we can combine.
- Skills: maybe list of specific skills (Microsoft Office, Cvent, etc.) but could be part of Requirements.
- Benefits: there is a Benefits paragraph describing healthcare, retirement, etc.
- Pay: not mentioned; do not include.
- Schedule: location & travel mentions on-site in Oaks, PA, travel up to 25%, schedule flexibility. Could be Schedule section.
We must not create sections with filler. So include only those with real content.
We need to output only HTML fragment, no /, no markdown fences.
We'll produce something like:
About the role
... text ...
Responsibilities
- ... ...
Requirements
- ... ...
Skills
- ... ...
Benefits
- ... ...
Schedule
... location and travel ...
We need to ensure we preserve all substantive information. Let's extract. From posting: About SEI / The Opportunity: "When you step into SEI, anywhere in the world, you know you are not inside a traditional financial services company. Our open innovation spaces spur creativity, provocative artwork inspires conversation, and a flexible work environment supports personal and professional growth. We are a place to inspire your work, build your voice, and grow your community. The Events Team shapes client, prospect, and employee experiences through the strategic planning and execution of SEI-sponsored marketing events, conferences, investment seminars, client entertainment, and internal programs. The team is advancing a data-informed model that evaluates the attendee journey, translates insights into recommendations, and connects event execution to business outcomes. The Opportunity The Meeting & Event Planner is a hands-on project leader within SEI Global Marketing's Events Team. This role partners with business stakeholders, marketing colleagues, and external vendors to deliver thoughtful, well-executed experiences across in-person, virtual, and hybrid formats. The planner owns assigned programs from initial brief through post-event follow-up, balancing creative experience design with operational discipline, budget stewardship, risk awareness, and measurable results." We can combine into About the role paragraph. Responsibilities (What You Will Do) list: - Lead assigned events from concept through closeout, including discovery, objectives, project plans, timelines, budgets, venue and vendor coordination, registration, attendee communications, on-site execution, reconciliation, and post-event reporting. - Serve as the primary project manager for program deliverables, clarifying roles, milestones, dependencies, approvals, and decisions across Global Marketing, business stakeholders, and event partners. - Translate business objectives and audience needs into event strategies, formats, agendas, and experience details that reinforce SEI's brand and positioning. - Build and maintain detailed working documents, including project plans, budgets, registration reports, production schedules, run-of-show documents, rooming lists, and stakeholder updates. - Manage vendor sourcing and relationships, including proposals, contracts, service expectations, production requirements, and invoice reconciliation, in partnership with the appropriate internal teams. - Administer event technology and registration workflows using Cvent, ON24, Microsoft 365 tools, and other approved platforms; support accurate attendee data and effective stakeholder reporting. - Monitor registration, engagement, attendee feedback, budget performance, and other agreed measures; summarize findings and recommend improvements for future programs. - Deliver a high-touch client and guest experience by anticipating needs, resolving issues calmly, and maintaining polished communication before, during, and after each event. - Coordinate on-site logistics and production, including venues, food and beverage, transportation, hotel accommodations, audiovisual needs, speakers, signage, staffing, and contingency plans. - Contribute to shared team standards, templates, supplier knowledge, process improvements, and post-event learnings while supporting colleagues during peak periods. - Ensure event plans follow applicable SEI policies, approval requirements, accessibility considerations, and health, safety, privacy, and risk-management expectations. That's a list. Requirements (What We Need From You) list: - 5-8 years of meeting, event, conference, or incentive-planning experience, with demonstrated ownership of multiple concurrent programs. - Bachelor's degree or equivalent combination of education and relevant professional experience. - Strong project-management, organizational, problem-solving, and prioritization skills, with close attention to detail. - Clear, polished written and verbal communication skills and the confidence to work with stakeholders at different levels of the organization. - A client-first mindset and a track record of creating welcoming, responsive, and professional attendee experiences. - Working proficiency in Microsoft Outlook, Excel, Word, PowerPoint, and Teams; experience with Cvent is strongly preferred. - Comfort working with budgets, registration data, survey feedback, and event-performance measures to identify insights and inform recommendations. - Ability to work independently, collaborate across teams, learn quickly, and remain composed in a fast-paced and occasionally unpredictable environment. - A solution-oriented, technology-comfortable approach, sound judgment, and a positive, accountable, can-do attitude. - Flexibility to support early mornings, evenings, and occasional weekends based on program needs, plus the ability to travel up to 25%. We could split some into Skills: maybe the Microsoft Office, Cvent, etc. But we can keep all under Requirements. But we also have a separate "How Success Will Be Demonstrated" which could be considered performance metrics; maybe we could put under a section like "Performance Expectations" but not in allowed headings. Could incorporate into Responsibilities? But it's separate. The instruction says prefer a few substantive sections over many thin ones. Could we merge How Success Will Be Demonstrated into Responsibilities or Requirements? It's about how success measured; could be its own section but not in list. However we could treat as "Requirements" maybe not. Better to create a section "Performance" but not allowed. The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings but suggests those as examples. Safer to stick to those. We could incorporate the success demonstration into Responsibilities as additional bullet points? But they are about outcomes, not duties. Could add as a separate section "Requirements" maybe not. However we could create a section "Qualifications" for the success demonstration? Not ideal.
Given instruction: "Prefer a few substantive sections over many thin ones." So we could combine How Success Will Be Demonstrated into Responsibilities (as expected outcomes) or into a separate section "Performance" but that would be thin. Better to add as bullet points under Responsibilities? Might be okay.
Location & Travel: "This is an on-site position based in Oaks, Pennsylvania. The role may require travel of up to 25%, as well as schedule flexibility based on event needs." This fits Schedule section.
Benefits: paragraph about benefits.
We need to ensure we don't include boilerplate like EEO, AI Acceptable Use, etc. Remove those.
Now craft HTML.
We'll produce:
About the role
When you step into SEI, anywhere in the world, you know you are not inside a traditional financial services company. Our open innovation spaces spur creativity, provocative artwork inspires conversation, and a flexible work environment supports personal and professional growth. We are a place to inspire your work, build your voice, and grow your community. The Events Team shapes client, prospect, and employee experiences through the strategic planning and execution of SEI-sponsored marketing events, conferences, investment seminars, client entertainment, and internal programs. The team is advancing a data-informed model that evaluates the attendee journey, translates insights into recommendations, and connects event execution to business outcomes. The Meeting & Event Planner is a hands-on project leader within SEI Global Marketing's Events Team. This role partners with business stakeholders, marketing colleagues, and external vendors to deliver thoughtful, well-executed experiences across in-person, virtual, and hybrid formats. The planner owns assigned programs from initial brief through post-event follow-up, balancing creative experience design with operational discipline, budget stewardship, risk awareness, and measurable results.
Responsibilities
- Lead assigned events from concept through closeout, including discovery, objectives, project plans, timelines, budgets, venue and vendor coordination, registration, attendee communications, on-site execution, reconciliation, and post-event reporting.
- Serve as the primary project manager for program deliverables, clarifying roles, milestones, dependencies, approvals, and decisions across Global Marketing, business stakeholders, and event partners.
- Translate business objectives and audience needs into event strategies, formats, agendas, and experience details that reinforce SEI's brand and positioning.
- Build and maintain detailed working documents, including project plans, budgets, registration reports, production schedules, run-of-show documents, rooming lists, and stakeholder updates.
- Manage vendor sourcing and relationships, including proposals, contracts, service expectations, production requirements, and invoice reconciliation, in partnership with the appropriate internal teams.
- Administer event technology and registration workflows using Cvent, ON24, Microsoft 365 tools, and other approved platforms; support accurate attendee data and effective stakeholder reporting.
- Monitor registration, engagement, attendee feedback, budget performance, and other agreed measures; summarize findings and recommend improvements for future programs.
- Deliver a high-touch client and guest experience by anticip