Cetera Financial Group

Cetera is looking for a dynamic Events & Conference Manager. You'll be responsible for creating exceptional experiences for our Advisors which align with Cetera’s brand and strategy.

You'll acts as the internal client supporting or primary point of contact and project manager for assigned meetings and events virtually or in person. This role is responsible for delivering meetings and events to budget through the implementation of strategy, delivery of objectives and execution of logistics, while effectively working with other team members and key stakeholders.

You'll be responsible for coordination of all program planning, inclusive of content, while providing unparalleled levels of service on all events. Works closely with key stakeholders to understand and exceed meeting program objectives/outcomes.

Core Responsibilities:

• Acts as project manager and/or support for all assigned meetings / events.
• Design, plan and execute events of varied complexity.
• Demonstrates consultative approach for overall event management with all stakeholders
• Completes, maintains and updates project timelines and manages overall event budgets.
• Responsible for communicating and executing all logistical requirements and needs of assigned meetings/event.
• Manages external suppliers, as applicable.
• Ability to attend site inspections and travel to in person meetings.
• Maintains proactive, positive, open line of communications with team members & key stakeholders to ensure understanding of expectations.
• Work to understand the company’s objectives and assist with developing meeting content.

Required Knowledge, Skills, and Abilities:

• Strong knowledge of program/event management and budget governance.
• Ability to thrive in an agile, continuously changing environment. Prior experience in effectively handling multiple projects/demands.
• Strong communication and consultative skills required.
• Microsoft Office tools, ability to learn new technology quickly, excellent computer skills, knowledge of virtual platforms a plus.
• Strong team player, proactive
• Adaptable: open to new ideas
• Strong organizational skills and positive attitude

Minimum Required Education & Experience:

• Bachelor’s degree or equivalent experience required.
• Minimum 3+ years of experience in meeting/event planning (including incentives & corporation), financial services experience preferred.
• Prior successful experience in developing and maintaining key client relationships.
• CMP designation and exposure to project planning protocols a plus
• Ability to thrive in an agile, continuously changing environment.
• Prior experience in effectively handling multiple projects/demands.
• Professional oral presentation and writing skills required.

Travel Requirements: Approximately 35 days per year

In Office Requirements: San Diego | 2 days a week

Compensation:

The base annual salary range for this role is $75,000 - $109,000 , plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

#LI-Hybrid

What we give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

About Cetera Financial Group:

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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