Event Marketing Manager

Job Description Event Marketing Manager
Current work authorization for Canada is required for all openings. This is a regular, full-time role. You will be working on a 100% remote schedule as part of Fidelity’s dynamic working arrangement. This role is based out of Calgary and/or Vancouver. This role requires occasional travel, 30% of the time.
Who We Are  At Fidelity, we have been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we are constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you will be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You will have a wide range of opportunities to grow and develop your career in an inclusive environment where you will feel valued and supported to be your best - both personally and professionally.
How You’ll Make an Impact   Plan and deliver outstanding event experiences, both in-person and digitally. Deliver exceptional quality event programs in-line with annual business plans that deepen client relationships, Manage the efficient and successful running of events on-site in US and Canadian venues and in digital environments. Attend in-person events to ensure the successful delivery of the program Deliver post-event analytics.
Accurately manage Event budgets and reporting to support ROI analysis and regulatory compliance. Manage vendor relationships and ensure the best pricing for each particular engagement. Accurately manage budgets for each event initiative in line with documented processes Prepare detailed expense reporting for audit purposes. Track and report attendance and measure targets data for Senior Management. Develop a detailed understanding of the compliance regulations specific to events and business entertainment.

Seek opportunities to use automaton to streamline manual tasks including event attendance and financial reporting. Seek cost effective digital solutions to deepen the client experience.
Execute on detailed events plans that manage risk and deliver seamless experiences Create project workback schedules and action plans for internal partners. Maintain master agendas and schedules for events. Build and set-up events programs in a range of technology platforms Create testing plans, perform testing and QA on digital platforms or workflows with documented sign-offs. Work with Marketing and Product teams to develop accurate materials and the program agenda.

Coordinate and manage all aspects of the event, including production and technology. Act as an event technology super-user and admin in platforms Ensure risk management, compliance, corporate security, and contingency planning is implemented for each event. Work with FIC speaker resources and investment staff to coordinate schedules for speaking opportunities as well as prepare travel details for corporate conferences.
PM Access:
Manage PM (portfolio manager) and SME (subject matter expert) resources while successfully meeting the needs of the clients and Sales. Successfully manage the PM access process for Sales teams requesting portfolio manager support for virtual or in-person events. Continuously look for efficiencies in the PM access process and opportunities to improve the client and PM experience. Proactively liaise with other departments including Sales, Products and Marketing, IS, HRCA, Compliance, and Finance.

Always seek opportunities to deliver an exceptional client experience. Build relationships and become…