Director, Meetings & Events at Fidelity Investments

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, EventsIndustries

Requirements

Bachelor’s degree preferred; at least 10 years of related work experience
Able to lead a high performing team, set strategy, and work closely with senior executives
Experience crafting, planning and executing multi-day, multi-faceted events
Ability to lead working teams on complex programs – ensuring that all landmarks and deadlines are met
Work under tight deadlines and prioritize responsibilities
Work independently under own direction and initiative
Experience with Zoom Meeting and Zoom Webinar
Experience with event registration systems and event mobile app platforms (Cvent, CrowdCompass preferred)
Knowledge and experience with live event production including: lighting, audio, video, and technical direction
Proficiency in Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word)
Strong verbal and written communication skills, including a command of proofreading
Outstanding organizational skills
Willingness to apply creative and critical thinking to routine and new events
Travel within the U.S. and work flexible and/or fluctuating work hours
Demonstrate outstanding time management and organizational skills with a proven record of success in planning, managing, and completing multiple events simultaneously
Experience managing mid to large-size budgets, possess sophisticated knowledge of contractual language pertaining to meetings and events, and have significant experience negotiating with vendors
Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment and ability to adapt as needed
Communicate clearly and concisely, both orally and in writing, and possess strong critical thinking and active listening skills

Responsibilities

Deliver best in class event experiences for the firm’s associates, clients, and prospects
Use natural curiosity about the business strategy to build and perfectly execute programmatic experiences that support the objectives
Develop broad initiatives
Engage in project management, including creating and handling budgets, creating timelines and work plans
Lead planning meetings and working teams
Partner with senior leaders to provide frequent status updates
Keep colleagues and partners informed as a good communicator
Manage sophisticated event logistics, including sourcing and managing speakers and vendors
Create dynamic production schedules

Skills

Key technologies and capabilities for this role

Event PlanningProject ManagementBudget ManagementZoom MeetingZoom WebinarCventCrowdCompassLive Event ProductionLightingAudioVideoTechnical DirectionMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointMicrosoft Word

Questions & Answers

Common questions about this position

What experience level is required for the Director, Meetings & Events role?

A Bachelor’s degree is preferred along with at least 10 years of related work experience.

What key skills are needed for this position?

The role requires experience leading high-performing teams, crafting and executing multi-day events, managing budgets and vendors, proficiency in Zoom, Cvent, and Microsoft Office, plus strong communication and organizational skills.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the team like for this role?

The dynamic Meetings and Events team collaborates with business partners on planning, budgeting, and designing over 1000 internal and client events per year, focusing on seamless and memorable experiences.

What makes a strong candidate for this Director role?

Strong candidates will have proven ability to lead teams on complex events, manage large budgets, negotiate with vendors, handle tight deadlines, and deliver multi-faceted events while adapting to changes.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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