Responsibilities

• 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

Requirements

• 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

Preferred

• Experience with employee incentive and recognition programs is a plus
• Flexibility to work extended hours (evenings/weekends) and travel as needed
• Proficiency in MS Office (beyond basic usage)

Benefits

• At Morgan Stanley, we offer some of the most attractive and comprehensive employee benefits and perks in the industry.