Events Associate

Position Summary

Focus Partners Wealth is seeking an Events Associate to join our team! The Events Associate will aid the Events Team and support the orchestration of virtual and in-person events for wealth management advisors as well as their clients. This position is an integral part of team responsible for successful execution of events across the attendee journey—from pre- to post conference communications and measurement of success. We’re looking for a highly skilled Events Associate to make these gatherings effective, cost-efficient, and most importantly, memorable. The ideal candidate will have his or her hands full supporting the Events Team.

This position requires the ability to learn and/or knowledge of virtual event platforms (such as Cvent, Zoom, Socio), strong project management skills, a willingness of supporting both in-person and online events. You will contribute to the complete planning and tracking of event programs, with assigned tasks assigned by the Events Manager and Head of Event Strategy.

Primary Responsibilities

• With direction of Events Manager and/or Head of Event Strategy, coordinate the day-to-day administration of events and programs including placing orders, BEO review, monitoring vendors, travel planning, restaurant reservations, facilitating company attendees, monitoring registration, tracking RSVPs, answering questions and resolving issues.

• Understand requirements for each event and act quickly to resolve problems

• Support planning events with Events Manager which includes attention to financial and time constraints

• Generate reports as needed for registration, housing, and to evaluate event’s success

• Daily utilization of Cvent

• Develop content for event materials and draft copy of invitations, registration, websites

• Continued Education tracking and submission post event.

• Create and maintain events page in Asana for project management tracking

• Events marketing support for project management tasks, i.e., creation of marketing assets and materials such as invitations, conference signage, swag

• Source and research vendors such as venues, caterers, transportation, etc. based on creativity, quality and cost

• Adhere to budgets

• Manage all event set-up, tear down, and follow-up processes.

• Coordinate and manage HQ office events

• Onsite event management assistance for conferences to include onsite support, changing signage, registration, and check-in

• Catering Requests –research and order catering and meals for advisor requests as needed, for groups of 15+ attendees

• Order and track internal associate gifts and client gift requests, including but not limited to marriage, baby, sympathy

Qualifications

• Bachelor’s Degree required

• Exceptional interpersonal, verbal communication skills are required for interaction with various audiences and executives

• Self-starter, capable of multitasking and managing time and multiple priorities effectively, with direction and support of Head of Event Strategy

• Ability to remain calm under pressure without losing a customer-service oriented attitude

• Capacity to embrace changing circumstances and handle appropriately

• Ability to lift/carry 50 lbs. to support in event set ups

• Ability and willingness to travel as needed

This position is a non-exempt position. The annualized base pay for this role is expected to be $50,000 - $55,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

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For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.