Events Manager

Responsibilities

• Project Management: Assist with venue sourcing, meeting space selection, accommodations, and event-related inquiries.
• Manage day-to-day project logistics and execution of events with internal stakeholders.
• Vendor Management: Review and negotiate contracts to maximize value and efficiency. Collaborate with internal and external vendors on audiovisual, technology, transportation, and other logistical requirements.
• Event Technology Management: Utilize event technology platforms to support registration, speaker management, scheduling, attendee engagement, and reporting.
• Risk & Compliance: Maintain event metrics and ensure adherence to SS&C expense management, risk, and compliance policies.
• Reconcile program invoices and manage post-event financial closeout activities.
• Collaborate with the Events Marketing and Solutions Marketing teams to develop event strategies that align with overall SS&C Black Diamond Wealth Solutions business objectives and brand positioning.
• Coordinate and execute client-facing events from conception through completion, including trade shows, conferences, road shows, client meetings, and the annual client conference.
• Support internal events, including company kickoffs, team meetings, and training programs.
• Partner with cross-functional teams and the Senior Events Manager to ensure event objectives, positioning, messaging, deliverables, and tactics are successfully executed before, during, and after each event.
• Build and maintain strong working relationships with internal stakeholders, vendors, and strategic partners.
• Research venues, event technology solutions, and industry trends to provide recommendations based on event objectives, audience size, and budget requirements.
• Measure, evaluate, and report on event performance against business objectives.
• Provide onsite support at conferences, conventions, workshops, customer events, and other marketing initiatives as needed.
• Oversee internal project management for event programs, ensuring events are delivered on schedule, within budget, and to a high standard of quality.
• Travel approximately 20% as required.

Requirements

• 5+ years of experience managing all aspects of event planning from concept development through post-event reporting.
• Intermediate to advanced proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.
• Experience managing event budgets and negotiating vendor contracts.
• Experience analyzing event data, metrics, and program results.
• Proven ability to coordinate and collaborate with cross-functional teams.
• Excellent written, verbal, and interpersonal communication skills.

Nice to have

• Experience working within the wealth management, fintech, investment advisory, or financial services industry.
• Experience with Cvent, Marketo, Salesforce, and Workfront.

Benefits

• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!
• SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.