Events Specialist

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About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About The Role

We are looking for an Events Specialist to join our Americas Marketing team to help expand and deepen relationships with financial advisors, wire houses, and global financial institutions in the United States. The Events Specialist will plan and execute all components of our US Wealth events program, including in-person events (proprietary events and 3rd party sponsorships) and virtual events, from initiation through post-event deliverables. The successful candidate will bring knowledge and expertise of how to most effectively engage US Wealth audiences through events, including having the most impact at the most valuable industry events. They are expected to establish and maintain strong relationships with internal stakeholders, including Marketing Strategists, distribution colleagues and subject matter experts presenting content, as well as outside vendors and 3rd party service providers. This individual should have solid business judgment, exemplary attention to detail, the ability to manage multiple projects at the same time independently, intellectual curiosity, a professional demeanor, grace under pressure, and self-direction.

Specific Responsibilities

• Manage a variety of in-person and virtual events, as part of an integrated marketing strategy to build awareness and engagement in the US Wealth channels
• Plan, design, and produce events while managing all project delivery elements within time limits
• Create schedules for each event that documents the run of show and all program requirements
• Lead both external and internal communications for events
• Initiate and facilitate conversations with third party industry event providers to secure appropriate engagement opportunities and maximize impact of participation (e.g., optimal speaking slot, 1:1’s, booth coordination)
• Coordinate and oversee all presentation prep for events, including prep meetings and event briefings
• Facilitate post-event analysis meetings with internal stakeholders and suppliers ensuring a clear focus on ROI
• Maintain oversight of events budget
• Source, negotiate, and manage relationships and contracts with external suppliers, venues, and vendors to achieve the highest standards of excellence and cost efficiencies
• Bring a continuous improvement mindset by initiating, designing, and implementing new processes related to our events function
• Propose new ideas and creative solutions to streamline internal processes and improve the overall client experience

Qualifications

• A solid understanding and strong interest of the investment industry, and intermediary marketing
• Success in hosting proprietary events and participating in industry conferences targeted to the US Wealth audience
• Ability and willingness to travel as required
• Prior experience with in-person events, virtual events, and event management technology platforms
• Strong written and oral communication skills
• Solid business judgement
• Excellent time and project management/organizational skills, including the ability to multitask, be consistently responsive, and manage changing priorities while meeting often strict deadlines
• Proven ability to interact effectively and professionally with senior executives, internal business partners, external clients, creative teams, and external vendors
• Demonstrated initiative, resourcefulness, and creativity; continuously seeking out ways to improve and elevate effective marketing strategies
• Ability to manage multiple projects independently
• Experience working as part of a global team where team members are based in multiple global offices
• Tremendous grace under pressure

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to r ace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected] .

Benefits

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 80,000 - 180,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

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If you have questions about this posting, please contact [email protected]