Director, Meetings \u0026 Events at Fidelity TalentSource LLC

Job Description:

The Director, Meetings & Events will deliver best in class event experiences for the firm’s associates, clients, and prospects! They will have a natural curiosity about the business strategy and use their skills build and perfectly execute programmatic experiences that support the objectives.

The Director will be experienced in the development of broad initiatives, while engaging in project management, including creating and handling budgets, creating timelines and work plans, leading planning meetings and working teams, and partnering with senior leaders to provide frequent status updates. We are looking for a good communicator who keeps colleagues and partners informed. The candidate will be in command of sophisticated event logistics, including, but not limited to sourcing and managing speakers and vendors, and creating dynamic production schedules.

The Expertise You Have

• Bachelor’s degree preferred; at least 10 years of related work experience
• Able to lead a high performing team, set strategy, and work closely with senior executives
• Experience crafting, planning and executing multi-day, multi-faceted events
• Ability to lead working teams on complex programs – ensuring that all landmarks and deadlines are met
• Work under tight deadlines and prioritize responsibilities
• Work independently under own direction and initiative
• Experience with Zoom Meeting and Zoom Webinar
• Experience with event registration systems and event mobile app platforms (Cvent, CrowdCompass preferred).
• Knowledge and experience with live event production including: lighting, audio, video, and technical direction
• Proficiency in Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word)
• Strong verbal and written communication skills, including a command of proof reading
• Outstanding organizational skills
• Willingness to apply creative and critical thinking to routine and new events
• Travel within the U.S. and work flexible and/or fluctuating work hours

The Skills You Bring

• Demonstrate outstanding time management and organizational skills with a proven record of success in planning, managing, and completing multiple events simultaneously.
• Experience managing mid to large-size budgets, possess sophisticated knowledge of contractual language pertaining to meetings and events, and have significant experience negotiating with vendors.
• You demonstrate knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment and you have the ability to adapt as needed.
• You communicate clearly and concisely, both, orally and in writing and you possess strong critical thinking and active listening skills.

The Value You Deliver

• Serving as an event project manager, creating timelines, coordinating planning meetings, leading working teams, collaborating with business partners (ie. sales, relationship management, product, marketing) to drive toward deliverables, and keeping partners informed.
• Collaborating with senior management and colleagues regarding event strategy, objectives and program goals; making recommendations to achieve maximum impact for minimal spend.
• Collaborating with the marketing and communications teams to ensure appropriateness of branding, including presentation content.
• Crafting engaging relevant event experiences that resonate with attending audiences and achieve key business objectives for internal and external audiences, including new and existing clients.
• Playing an integral role in all agenda content development and work with speakers on all logistical items.
• Developing success measures and evaluate all major events against objectives, recommending areas for improvement.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

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Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

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