Meeting and Event Planner

seic; Pennsylvania; On-site; USD 60,000 - 90,000; Full time

Job summary

SEI's Meetings & Events team shapes client, prospect, and employee experiences through strategic planning and execution of SEI-sponsored events, conferences, investment seminars, client entertainment, and internal programs. The Meeting & Event Planner leads projects from brief to post-event follow-up, balancing creative design with operational discipline and budget stewardship.

You will partner with stakeholders, manage vendors and on-site logistics, and translate business goals into engaging

Qualifications

• 5-8 years of meeting, event, conference, or incentive‑planning experience with ownership of multiple programs.
• Bachelor's degree or equivalent combination of education and relevant professional experience.
• Strong project-management, organizational, problem-solving, and prioritization skills with attention to detail.
• Clear, polished written and verbal communication skills and ability to work with stakeholders at different levels.
• A client‑first mindset and track record of creating welcoming, responsive attendee experiences.
• Proficiency with Microsoft Outlook, Excel, Word, PowerPoint, and Teams; Cvent experience preferred.
• Comfort with budgets, registration data, survey feedback, and event-performance metrics.
• Ability to work independently, collaborate across teams, and stay composed in a fast-paced environment.
• A solution-oriented, technology-friendly approach with sound judgment and accountability.
• Flexibility to support early mornings, evenings, weekends, and travel up to 25%.

Responsibilities

• Lead events from concept through closeout, including discovery, objectives, timelines, budgets, venue/vendor coordination, registration, and post-event reporting.
• Serve as primary project manager for program deliverables across Global Marketing, stakeholders, and partners.
• Translate business objectives into event strategies, formats, agendas, and experience details that reinforce SEI's brand.
• Build and maintain project plans, budgets, registration reports, and production schedules.
• Manage vendor sourcing, contracts, service expectations, production requirements, and invoice reconciliation.
• Administer event technology and registration workflows using Cvent, ON24, and Microsoft 365 tools.
• Monitor registration, engagement, budget performance, attendee feedback; summarize findings and recommend improvements.
• Deliver a high-touch client and guest experience before, during, and after each event.
• Coordinate on-site logistics: venues, catering, transportation, lodging, A/V, speakers, signage, staffing.
• Contribute to team standards, templates, supplier knowledge, and post-event learnings.
• Ensure event plans follow SEI policies, accessibility, health, safety, privacy, and risk management.

Skills

Project management

Organizational skills

Communication skills

Problem-solving

Attention to detail

Team collaboration

Travel readiness

Education

Bachelor's degree

Tools

Cvent

Microsoft 365

ON24

Outlook

Excel

Word

PowerPoint

Teams

Job description

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.

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 environment.
• A solution‑oriented, technology‑comfortable approach, sound judgment, and a positive, accountable, can‑do attitude.
• Flexibility to support early mornings, evenings, and occasional weekends based on program needs, plus the ability to travel up to 25%.

How Success Will Be Demonstrated

• Programs are delivered safely, professionally, on time, and within approved budgets.
• Stakeholders receive clear communication, dependable

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