Lead event planning for a global finance firm, owning end-to-end conferences and employee recognition events with cross-BU impact.

• Lead the planning and delivery of a portfolio of client facing and employee recognition events, primarily in person with limited virtual components, aligned to BU and firmwide marketing strategies.
• Own the full event lifecycle, including venue sourcing, contracting, budgeting, site selection, registration, digital and print collateral, transportation, accommodations, communications, programming, decor, entertainment, gifting, catering, audiovisual production, speaker management, and post event reconciliation.
• Translate high level marketing and business objectives into compelling event concepts, formats, and attendee experiences.
• Serve as the event planning partner and relationship manager for assigned BUs, building trusted, long term relationships with senior stakeholders.
• Act as a strategic advisor, guiding BUs on event strategy, audience targeting, format selection, timing, and integration with broader marketing initiatives.
• Proactively identify opportunities to streamline, scale, or integrate events across BUs while maintaining customization where it matters most.
• Ensure consistent communication, clear expectations, and proactive issue resolution throughout the planning process.
• Source, negotiate, and manage contracts with all vendors, including venues, venue finding agents, transportation providers, speakers, entertainment, destination management companies, and production partners.
• Ensure vendor selection aligns with brand standards, budget parameters, and risk and compliance requirements.
• Develop and manage detailed event budgets; oversee billing, accruals, reconciliation, and final financial reporting.
• Conduct post event cost analysis and provide insights and recommendations to inform future planning and 2026 budget optimization goals.
• Partner with event hosts and BUs to develop invitation and registration strategies, including invitee list development, registration content, and attendance tracking.
• Direct and oversee all event technology, with heavy use of Cvent products, including registration, mobile apps, onsite solutions (badge and agenda printing), reporting portals, surveys, and Passkey.
• Provide clear reporting and insights to stakeholders before, during, and after events. Key Responsibilities (continued)
• Partner with Creative Services to ensure a consistent, elevated visual identity across all event collateral, including save the dates, invitations, agendas, speaker materials, attendee lists, signage, and on site branding.
• Oversee program production, including staging, audiovisual, and webcasts, ensuring content quality and brand alignment.
• Travel regularly for site inspections and on site event leadership, ensuring seamless execution and coordination of on site teams.
• Lead post event wrap ups, including final attendance reporting, budget reconciliation, survey analysis, stakeholder debriefs, and recommendations for future events.
• Capture insights and best practices to continuously improve the firm's event portfolio in support of 2026 goals.
• Support and mentor other team members on program logistics and best practices.What You Can Expect From Morgan Stanley line to be ignored.

• Must-have: 7+ years of progressive experience in conference and event planning, with demonstrated success in the financial services sector
• Bachelor's degree required
• Deep expertise with Cvent and event technology platforms
• Experience with employee incentive and recognition programs is a plus

• Strategic Thinker: Strategic thinker with the ability to connect events to broader marketing and business objectives
• Relationship Builder: Strong relationship builder with the confidence to influence senior stakeholders
• Organizational Skill: Exceptional organizational skills and attention to detail
• Leadership & Negotiation: Proven leadership, negotiation, and decision making capabilities