Event Planner, Specialist at Vanguard

Malvern, Pennsylvania, United States

Vanguard Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, TechnologyIndustries

Requirements

  • Minimum of five years related work experience, with at least two years of marketing or event-planning experience
  • Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred
  • Event planning experience (creativity, innovation)
  • Industry experience (tech)
  • Organization skills (communication, stakeholder management, keeping plans on track/moving, progress updates)
  • Experience planning large-scale events
  • Impeccable organizational skills
  • Ability to bring creative and innovative ideas
  • Focus on attendee experience

Responsibilities

  • Consult with senior staff leaders in one or more business areas to deliver top-quality and cost-effective meetings and events in line with business objectives and Vanguard's brand strategy
  • Execute large-scale enterprise-wide events and projects
  • Recommend and implement creative and innovative practices to continuously improve upon existing meeting and event planning processes
  • Develop and maintain broad knowledge and awareness of conference and event industry forces, competition, technology, and trends to act as a trusted advisor throughout the conference and event strategy
  • Create detailed plans consistent with marketing and business objectives, develop cost/benefit analyses, and lead continuous-improvement efforts
  • Foster effective communication and partnership with external partners. Liaison between internal and external partners as needed
  • Participate in assessing team capacity and prioritizing requests
  • Engage in strategic competitive analysis
  • Manage risk and ensure compliance in partnership with senior leaders and other Vanguard crew
  • Participate in special projects and perform other duties as assigned
  • Support unlimITed (Vanguard’s premier technology event with 8,000+ attendees) and IT’s annual leadership conference (A+ Engage), including pitching and deciding venues, speakers, themes, timing, food, etc
  • Work with the team to develop and execute communications plans
  • Analyze attendee feedback to inform future events
  • Work directly with external speakers and Senior Staff to prepare them for engagements, and manage speaker contracts and payments
  • Contribute to every aspect of events (stage design, physical signage, wording on invitations, snack choices, etc.)
  • Work with multiple partners inside and outside Vanguard, keeping everything in motion, presenting leadership with options, and influencing decisions
  • Help produce IT’s quarterly town halls, organizing speakers, slides, and venues, while elevating the crew experience

Skills

Event Planning
Large-Scale Events
Venue Selection
Speaker Management
Contract Management
Communications Planning
Attendee Feedback Analysis
Project Management
Organizational Skills
Stakeholder Management
Leadership Presentation
Stage Design
Creative Innovation

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters
1975Year Founded
SECONDARYCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage
Onsite health clinic & fitness center
Health Smart Rewards program
Vanguard Retirement Savings Plan
Education Benefits
PTO
Family Planning Benefist
Parental leave
Personal development opportunities
Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.
Vanguard's stake in Steelcase exposes it to the volatile furniture market.
New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.
The firm offers low-cost investment products, making it attractive to cost-conscious investors.
Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.
The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.
Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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