Event Operations Specialist

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• Assist with local marketing strategy. • Manage event project intake, planning & logistics. • Create detailed event briefs and project timelines. • Select and book venues and locations. • Arrange essential event services (catering, entertainment, AV, transportation). • Negotiate and execute contracts with vendors and stakeholders. • Manage menu selection and floorplan creation. • Supervise event setup, execution, and teardown. • Collaborate with marketing team on event-related materials, including invitations, advertisements, and presentations. • Establish invitation list and manage invitation process. • Manage event registration technology and track RSVPs. • Determine branding, signage, and swag needs. • Create and manage Salesforce market campaigns for local events or campaigns. • Ensure attendance is recorded and ROI is tracked. • Administer results for post-event surveys and incorporate feedback to future events. • Reconcile spend vs. event budget and track costs. • Maintain relationships with key vendors for future events. • Intake sponsorship requests and assess fit with regional strategy. • Manage approval process through marketing, finance, and compliance teams. • Manage production of assets for marketing collateral needs.

🎯 Requirements

• Minimum 3 years of experience in event planning. • Ability to travel up to 25% • Ability to direct operations for events in multiple markets from a remote position. • Ability to make judgement calls in a fast-paced work environment. • Deep knowledge of event planning and logistics. • Proficiency with event registration technologies (Cvent, EventSpark, or similar). • Proficiency with Salesforce or another CRM system

🏖️ Benefits

• Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays including a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing