Events Manager
The Area – Marketing
The Role – Events Manager
Morningstar’s Marketing and Communications group seeks an enthusiastic, results-driven Events Manager to support the annual Morningstar Investment Conference in Chicago, third-party conferences, and onsite client and internal events. This position focuses on event planning and creating memorable experiences for our customers and employees and is based in our Chicago office.
Responsibilities
• Assist senior event managers and marketing colleagues with internal and external client events and corporate conferences, including the Morningstar Investment Conference in Chicago
• Manage logistics and deliverables for third-party conferences that support our sales goals and brand experience goals
• Support post-conference activities, such as the Morningstar Investment Conference Online and other digital initiatives that contribute to lead generation goals
• Integrate marketing technologies into our events, from registration to onsite experiences
• Source venues and vendors, create accurate and detailed Request for Proposal (RFP) documents as needed, evaluate proposals, and make recommendations to leadership
• Develop event plans that ensure seamless execution, including event briefing documents, “playbooks,” and necessary documentation for on-the-ground event management
• Identify new processes which can improve the attendee experience, efficiency and effectiveness of service delivery, and overall event quality
• Develop meeting agendas and event timelines
• Maintain detailed event-related files, checklists, and financial records
• Lead planning and project meetings
• Lead event invoicing and vendor reconciliation, managing against a budget and providing reports to leadership
• Coordinate feedback from internal stakeholders and attendees and recommend areas for improvement
• Manage mobile app content updates
• Coordinate and manage event volunteers
• Consistently deliver high standards of care during events, exceed attendee expectations, and anticipate needs
• Attend off-site meetings and events, as required (including travel outside of Chicago)
Requirements
• Bachelor’s degree
• 3—5 years of experience in trade show coordination, event marketing, field marketing, corporate hospitality, or event planning and management
• Complete understanding and application of trade show and event planning principles, concepts, practices, and industry standards
• Demonstrated problem solving and time management skills; ability to coordinate and oversee multiple projects at one time
• Experience working with third-party vendors
• Excellent interpersonal and communication skills (both written and verbal); ability to express ideas in a concise and clear manner and work well with people at all levels
• Ability to analyze problems and recommend solutions, process information from a variety of sources, grasp new concepts, approaches, or systems, and organize information logically
• Self-motivated and goal-oriented with the ability to work both independently and as part of a team
• Highly professional with exceptional customer service skills and a passion for hospitality
• Working knowledge of event technology platforms such as Cvent is a plus
• Familiarity with the financial services industry and Morningstar’s products is a plus
EOE Statement
Morningstar is an equal opportunity employer.