Associate, Events

Reposted Yesterday
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Charlotte, NC
In-Office
Mid level
Financial Services
The Role
Responsible for planning and executing corporate events, managing logistics, coordinating with vendors, and ensuring high-quality event experiences.
Summary Generated by Built In
Job Description:

The position supports planning and execution of events to support the firm’s strategic goals. Dimensional events are an integral part of both our internal training and personnel development, as well as our go-to market strategy for new business and client relationship development. A successful candidate will have knowledge of corporate event planning, hospitality, staging, and audio/visual services.

Responsibilities:

  • Assist in the planning and execution of the firm’s small and large-scale events, including but not limited to an array of study groups, workshops, channel events, and social gatherings.
  • Coordinate logistics for onsite, offsite, in-person, and virtual events for multi-regional audiences, including audio/visual services, food and beverage, décor, printing services, and distribution of meeting materials.
  • Organization of industry event participation to include booth deliverables, signage, marketing literature, speaker contracts, and ancillary activities.
  • Coordinate, manage and execute logistical components related to virtual event broadcasts facilitated through GlobalMeet and Zoom Webinar.
  • Create custom websites for live and virtual events using provided event management software.
  • Adhere to master event calendar and related timelines.
  • Comply with continuing education requirements as outlined by local management and ensure credit issuance is processed and recorded in a timely manner.
  • Hands-on involvement and service-minded approach throughout the event lifecycle, including a willingness to roll up sleeves with event preparations.
  • Maintain centralized dashboard to track global event metrics.
  • Reconcile registration and participation updates in Microsoft Dynamics (CRM) thrice weekly.  
  • Maintain a national speaker calendar for regional conferences and coordinate cross-department resources as needed. 
  • Ensure quality control for digital marketing deliverables, including proofreading and design to maintain brand standards.
  • Track event budgets and process expenses through Concur, a global expense and travel management system.
  • Coordinate data collection and archiving.
  • Maintain awareness of departmental core attributes and sub-culture guidelines to promote a positive work environment.
  • Assist with special projects as needed.
  • Willingness to work in-office or travel on Mondays or Fridays as needed.

Qualifications and Experience:

  • Bachelor’s degree with preferred focus in hospitality, communications, or a related field
  • 3 years of experience within the corporate events or hospitality industries with a minimum of one year focused on corporate event planning and management. 
  • Basic understanding of auditorium staging and support for meetings of all sizes.
  • Exceptional customer service and interpersonal skills with a positive “can do” attitude.
  • Ability to work well with regional management, clients, and prospects.
  • Team player who enjoys a collaborative work environment but is also an independent thinker capable of managing multiple projects and deadlines in a fast-paced environment.
  • Demonstrated problem solver who can think strategically and thrives on helping others.
  • Ability to adapt quickly to changing needs and priorities while effectively managing multiple timelines.
  • Strong communication and interpersonal skills – both verbal and written.
  • Detail oriented with the ability to multi-task across various projects and events in parallel.
  • Exceptional organizational and follow-through skills.
  • Strong computer skills (MS 365, Cvent, GlobalMeet) with the ability to learn programs as needed.
  • Knowledge of facilities coordination, broadcast services, hospitality, and/or finance a plus.
  • Travel required up to 25%.

#LI-Hybrid

    

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal opportunity for all employees and applicants.  The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates. 

Top Skills

Cvent
Globalmeet
Ms 365
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The Company
HQ: Austin, TX
1,490 Employees
Year Founded: 1981

What We Do

Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has 14 global offices across North America, Europe, and Asia. As of March 31, 2022, Dimensional manages $659 billion for investors worldwide.

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