Field Event Management - Event Program Manager, Assistant Vice President

Morgan Stanley; Purchase (NY); On-site; USD 85,000 - 140,000; Full time

Job summary

Morgan Stanley is seeking a Program Manager for the Field Event Management Team to plan and execute conferences for Managers and Financial Advisors. Occasional travel (~25%) is required, and you will coordinate speaker logistics, registrations, and communications across global teams.

You will liaise with the Global Conferencing and Events and Production Teams to ensure smooth on-site and virtual experiences, manage budgets, and deliver post-event analyses for continuous improvement.

Qualifications

• Bachelor degree required.
• Minimum 5 years in financial industry and/or Meetings and Events.
• Excellent organizational and communication skills.

Responsibilities

• Plan and execute conferences for Managers and Advisors.
• Manage speaker logistics: dates, bios, presentations.
• Oversee attendee lists, registration, and communications.
• Develop materials and post-event analyses.
• Manage vendor relationships for speakers and tech offerings.
• Track budgets with Global Conferencing and Events Team.

Skills

Organizational skills

Attention to detail

Written communication

Verbal communication

Project management

Vendor management

MS Office

Travel coordination

Education

Bachelor degree

Tools

PowerPoint

Excel

Outlook

Word

Job description

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.

Major Functions (Principal Duties and Responsibilities):

• 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

Experience:

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

Skills:

• Highly organized and detail oriented
• Excellent written and verbal communication
• Proficient Microsoft Office skills particularly with Outlook, Excel, Word, and PowerPoint
• 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

Requirement:

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

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.

Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commenceme