Events Marketing is a global team supporting Morgan Stanley businesses worldwide to plan and execute exceptional client events. The Marketing organisation is part of Integrated Firm Management, which drives coordination and commercial outcomes across our businesses as we consistently and systematically deliver Morgan Stanley to all our clients globally.
KEY RESPONSIBILITIES- To build and maintain a strong, productive relationship with the Corporate Access Team within Institutional Securities, while also implementing a wide range of client facing and internal conferences, both in-person and virtual across all Business Units.
- Planning and executing a broad range of Firmwide conferences and events, including flagship and C-suite level conferences and events
- Working as part of a team for larger conferences, either as lead or on specific elements eg. Dinners/satellite events, client liaison, onsite staff and vendor management
- Advisory to business hosts, thinking creatively to identify solutions that meet their needs whilst adhering to best practices and procedures, including budget approval, client data management, compliance, contracts and risk management, data protection, brand, timeline planning etc
- Management and development of key supplier relationships; ensuring delivery of services are met / exceeded. Actively manage cost negotiation with supply chain.
- Ownership of budget throughout event lifecycle. Create and maintain detailed excel budget through event lifecycle and follow appropriate escalations where necessary. Timely and accurate invoice tracking and processing.
- Propose and implement best practice invitation process, working with BU to create invitee lists in optimal format. Working with Web team to build Firm branded websites and mobile applications.
- External Speaker research and management: maintain relationships with speaker agencies, understand risks and seek internal approvals, contracting, briefing calls and logistics
- Sound knowledge and adherence to all Legal & Compliance Department and Anti-Corruption Group requirements, including managing participation of Government Officials. Ownership of invitee pre-approval process, transparency letters, etc.
- Collaborating with Sourcing & Legal around contract process, using and tracking Morgan Stanley MSA's and addendums as appropriate
- Working with Design Studio to create timeline for save the dates, invitations, agendas, speaker information packs, website branding, print collateral and other marketing materials
- Detailed liaison and co-ordination with internal audio-visual team: pre-production, set & staging, webcasting, presentation release (in conjunction with business legal teams), mobile & social media applications etc
- Facilitate effective sharing of appropriate information by ensuring all reporting requirements are accurate and met on a timely basis (eg. event reports, time tracking, savings and value adds)
- Host post event de-brief, provide reporting & feedback analysis. Scheduling dates for following year and instigating event planning cycle.
KEY STRENGTHS REQUIRED- Minimum 8 years related experience in event planning in the Investment Banking industry, including leading key franchise events
- Proven ability to engage with and influence senior stakeholders and clients
- Ability to lead, innovate, propose solutions, influence, make and own decisions
- Excellent knowledge of 5* venues and relevant vendor relationships
- Good working knowledge of and interest in Event Tech
- Ability to multi-task and prioritise workload, working under pressure to deadlines whilst maintaining a high standard of accuracy
- Flexible and willing to work long hours (evenings, weekends) and travel when required
- Strong team player, do what it takes to get the best outcomes and always maintaining high standards of excellence
- Excellent oral and written communication skills
- Proficiency with Excel and Powerpoint
WHAT YOU CAN EXPECT FROM MORGAN STANLEY: 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 exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo .
