Associate, Events

Role Overview

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The position supports planning and execution of events to support the firm’s strategic goals. Dimensional events are an integral part of 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.

• 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, off‑site, 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 Global Meet 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‑mindset 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.

• 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, Global Meet) 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%.

Associate

Full‑time

Other

Financial Services and Hospitality