Events Associate - Investment Banking

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The Events Associate - Investment Banking will lead and coordinate event strategy, preparation and execution activities for Investment Banking high profile, C-suite, and upscale events that support business objectives and drive revenue. The qualified candidate will apply best practices throughout all phases of event project management to ensure best in class, memorable and productive client experiences and ensure effective integration between Brand, Marketing and Communication teams and Investment Banking staff in identifying target clients and audiences, content development, material production and event delivery. This role develops tools and processes to facilitate the successful and efficient execution of William Blair marketing events, identifies appropriate performance measures, collects feedback and assesses effectiveness of events. The Events Associate - Investment Banking will recommend and implement changes or enhancements to workflows, deliverables and event components based on assessment results, and resolve escalated event preparation and execution issues.

Responsibilities include but may not be limited to:

• Lead and coordinate William Blair premier event preparation activities for the Investment Banking team. Ensure alignment with established project plans. Drive the on-time, successful delivery of all event materials and components. 
• Creative leader with in-depth knowledge of exclusive venues, event themes, bespoke programming; willingness to try new ideas and challenge the status quo.
• Facilitate the efficient execution of William Blair marketing events. Establish workflows for event components such as intake of event information, client profiling, invitation distribution, event material preparation and production, signage, shipping, participant check in and other day of event execution activities.
• Maintain current knowledge of events marketing and project management best practices and apply them throughout all phases of event preparation and execution. Ensure all event activities are consistent with William Blair marketing strategies and brand image.
• Review event materials and components for accuracy and quality. Ensure proper review and approvals of content and materials.
• Identify potential risks that may impede the success of marketing events. Proactively address these risks to avoid problems. Develop contingency plans for dealing with event issues. Serve as a resource for resolving escalated events issues. Report issues that may risk event success to stakeholders.
• Partner with execution team and other resources toward successful execution of events.
• Evaluate the effectiveness of marketing events in achieving desired client experiences and business objectives. Identify appropriate performance measures, collect feedback and assess effectiveness of events. Report analysis findings to management.
• Recommend and implement changes or enhancements to workflows, deliverables and event components based on assessment results.
• Ensure all activities are following applicable compliance rules, regulations, policies and procedures.
• Utilize WRIKE project management tool to organize and track status of deadline driven tasks and activities.
• Additional responsibilities as requested.