Global Meeting & Event Project Lead

021 SEI Investments Company; Oaks (PA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Healthcare

401(k) match

Tuition reimbursement

Paid time off

Job summary

SEI Investments Company is seeking an experienced Meeting & Event Planner to lead client, prospect, and employee experiences across in‑person, virtual, and hybrid formats. Based in Oaks, PA, you will partner with stakeholders and vendors to deliver thoughtfully crafted programs from brief to post‑event follow‑up.

You will manage timelines, budgets, venues, and registrations, while leveraging Cvent and ON24 to optimize attendee data and reporting. Travel up to 25% is required.

Qualifications

• 5-8 years of meeting, event, conference, or incentive‑planning experience with 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.

Responsibilities

• 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.

Skills

Project management

Organization

Communication

Budgeting

Stakeholder management

Travel coordination

Education

Bachelor's degree

Tools

Cvent

ON24

Microsoft 365

Job description

SEI Investments Company is seeking an experienced Meeting & Event Planner to lead client, prospect, and employee experiences across in‑person, virtual, and hybrid formats. Based in Oaks, PA, you will partner with stakeholders and vendors to deliver thoughtfully crafted programs from brief to post‑event follow‑up.

You will manage timelines, budgets, venues, and registrations, while leveraging Cvent and ON24 to optimize attendee data and reporting. Travel up to 25% is required.