Meeting and Event Planner

Location: Northern

## Meeting and Event Planner Apply:
USA - PA - Oaks:
Full time:
Posted Today:
R0038007

When you step into SEI, anywhere in the world, you know you are not inside a traditional financial services company. Our open innovation spaces spur creativity, provocative artwork inspires conversation, and a flexible work environment supports personal and professional growth. We are a place to inspire your work, build your voice, and grow your community.

The Events Team shapes client, prospect, and employee experiences through the strategic planning and execution of SEI-sponsored marketing events, conferences, investment seminars, client entertainment, and internal programs. The team is advancing a data-informed model that evaluates the attendee journey, translates insights into recommendations, and connects event execution to business outcomes.#
** The Opportunity
** The Meeting & Event Planner is a hands-on project leader within SEI Global Marketing's Events Team. This role partners with business stakeholders, marketing colleagues, and external vendors to deliver thoughtful, well-executed experiences across in-person, virtual, and hybrid formats. The planner owns assigned programs from initial brief through post-event follow-up, balancing creative experience design with operational discipline, budget stewardship, risk awareness, and measurable results.#

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* What You Will Do:

*** Lead assigned events from concept through closeout, including discovery, objectives, project plans, timelines, budgets, venue and vendor coordination, registration, attendee communications, on-site execution, reconciliation, and post-event reporting.
* Serve as the primary project manager for program deliverables, clarifying roles, milestones, dependencies, approvals, and decisions across Global Marketing, business stakeholders, and event partners.
* Translate business objectives and audience needs into event strategies, formats, agendas, and experience details that reinforce SEI's brand and positioning.
* Build and maintain detailed working documents, including project plans, budgets, registration reports, production schedules, run-of-show documents, rooming lists, and stakeholder updates.
* Manage vendor sourcing and relationships, including proposals, contracts, service expectations, production requirements, and invoice reconciliation, in partnership with the appropriate internal teams.
* Administer event technology and registration workflows using Cvent, ON24, Microsoft 365 tools, and other approved platforms; support accurate attendee data and effective stakeholder reporting.
* Monitor registration, engagement, attendee feedback, budget performance, and other agreed measures; summarize findings and recommend improvements for future programs.
* Deliver a high-touch client and guest experience by anticipating needs, resolving issues calmly, and maintaining polished communication before, during, and after each event.
* Coordinate on-site logistics and production, including venues, food and beverage, transportation, hotel accommodations, audiovisual needs, speakers, signage, staffing, and contingency plans.
* Contribute to shared team standards, templates, supplier knowledge, process improvements, and post-event learnings while supporting colleagues during peak periods.
* Ensure event plans follow applicable SEI policies, approval requirements, accessibility considerations, and health, safety, privacy, and risk-management expectations.#
** What We Need From You:
*** 5-8 years of meeting, event, conference, or incentive-planning experience, with demonstrated ownership of multiple concurrent programs.
* Bachelor's degree or equivalent combination of education and relevant professional experience.
* Strong project-management, organizational, problem-solving, and prioritization skills, with close attention to detail.
* Clear, polished written and verbal communication skills and the confidence to work with stakeholders at different levels of the organization.
* A client-first mindset and a track record of creating welcoming, responsive, and professional attendee experiences.
* Working proficiency in Microsoft Outlook, Excel, Word, PowerPoint, and Teams; experience with Cvent is strongly preferred.
* Comfort working with budgets, registration data, survey feedback, and event-performance measures to identify insights and inform recommendations.
* Ability to work independently, collaborate across teams, learn quickly, and remain composed in a fast-paced and occasionally unpredictable…