Field Event Management - Event Program Manager, Assistant Vice President

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

The Practice Strategy team is responsible for creating and delivering leadership development, practice management strategies and training for Field Managers and Financial Advisors through conferences, online learning, designations, coaching and field career development training programs.

A Program Manager on the Field Event Management Team will be responsible for the planning and execution for both conferences for Managers and Advisors. Travel in this role is required.

• Written and verbal communication/marketing about the program
• Agenda formatting in conjunction with a business expert
• Speaker management – confirming speaking dates/times; gathering session descriptions, compiling bios/photos, collecting presentations
• Invitee List management inclusive of vetting, tracking, and reporting
• Material development, distribution, and analysis (internal websites, communication plan, program resources, surveys, action plans, key takeaways, etc.)
• On-site and/or virtual management of the meeting flow
• Liaise with our Global Conferencing and Events and Production Teams on development of event logistics inclusive of registration websites, audio-visual, conference set-up and attendee experience
• Oversee conference budgets in partnership with the Global Conferencing and Events Team, ensuring efficiencies and streamlining while still delivering a cutting-edge event
• Post-event survey creation, distribution, and analysis
• Manage relationships with external vendors on speaker selection, technology enhancements, and custom offerings to enhance programs
• Handle special projects as they arise in conjunction with Practice Strategy initiatives

• Minimum education:
  
  Bachelor degree
• Minimum of 5 years of experience in the financial industry, and/or Meetings and Events

• Highly organized and detail oriented
• Excellent written and verbal communication
• Proficient Microsoft Office skills particularly with Outlook, Excel, Word, and Power Point
• Excellent project management skills
• Self-motivated; strong work ethic; ability to work efficiently and independently as well as in close partnership with team members
• Ability to develop and maintain successful partnerships to work collaboratively with both internal and external partners
• Ability to handle multiple tasks and projects concurrently
• Adaptable to change and flexible in a fast‑paced environment
• Ability to take initiative, maintain high standards of professional conduct and exercise good business judgment
• Client-service oriented, particularly with the ability to take initiative, maintain high standards of professional conduct and exercise good business judgment

• Travel is required (~25% of the time).

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with…