Manager, Meetings & Events at Fidelity Investments

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, EventsIndustries

Requirements

Bachelor’s degree preferred or at least 5 years of related work experience
Experience planning social and corporate events as well as an understanding of industry events
Experience with event registration systems and event mobile app platforms, especially Cvent
Knowledge and experience with virtual event production
Knowledge and experience of Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word) and Zoom Meeting/Webinar
Strong verbal and written communication skills, including a command of proofreading
Exceptional organizational skills
Ability to work under tight deadlines and prioritize responsibilities
Ability to travel within the U.S. and work flexible and/or fluctuating work hours
Exceptional time management and organizational skills with a proven record of success in planning, managing, and driving multiple events simultaneously
Experience managing small to mid-size budgets, possess fundamental knowledge of contractual language pertaining to meetings and events, and experience negotiating with vendors
Ability to collaborate with team members and business partners, work well independently and as part of a team, and contribute to a positive work environment
Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment
Experience in project management, including creating and managing budgets, creating timelines and work plans, leading planning meetings, and collaborating with business partners
In command of complex event logistics, including sourcing and managing speakers and vendors, and creating dynamic production schedules
Skilled at producing both in-person and virtual experiences, comfortable with digital environments, and proven track record of creating high quality virtual events using various technology platforms

Responsibilities

Serving as an event project manager, creating timelines, organizing planning meetings, collaborating with business partners (i.e. sales, relationship management, product, marketing) to drive toward deliverables, and keeping partners informed
Consulting with senior management and colleagues regarding event strategy, objectives and program goals; making recommendations to achieve maximum impact for minimal spend
Collaborating with the marketing, communications and product groups to ensure appropriateness of branding, including presentation content
Designing engaging relevant event experiences that resonate with attending audiences and achieve key business objectives for internal and external audiences, including new and existing clients
Playing an integral role in all agenda content development and work with speakers on all logistical items
Developing success measures and evaluate all major events against objectives, recommending areas for improvement
Deliver best in class event experiences for the firm’s associates, clients, and prospects
Create and flawlessly complete programmatic experiences that support business objectives

Skills

Key technologies and capabilities for this role

Project ManagementEvent PlanningBudget ManagementCventEvent Registration SystemsEvent Mobile AppsVirtual Event ProductionZoomMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointMicrosoft WordVendor ManagementSpeaker Sourcing

Questions & Answers

Common questions about this position

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

A Bachelor’s degree is preferred or at least 5 years of related work experience is required, along with experience planning social and corporate events, managing small to mid-size budgets, and handling complex event logistics.

What key skills are needed for this position?

The role requires strong project management skills including creating timelines and budgets, exceptional organizational and time management skills, strong verbal and written communication, proficiency in Microsoft Office Suite and Zoom, and experience with event platforms like Cvent.

Is travel or flexible hours required in this job?

Yes, the role requires the ability to travel within the U.S. and work flexible and/or fluctuating work hours.

What is the salary or compensation for this role?

This information is not specified in the job description.

What makes a strong candidate for this position?

A strong candidate has a proven track record of managing multiple events simultaneously, collaborating with business partners across sales, marketing, and product teams, adapting to changes, and delivering high-impact events both in-person and virtual while managing budgets and vendors effectively.

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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