Specialist, Event & Sponsorship Services

Charles Schwab; California; Hybrid; USD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

401(k) with company match and Employee

stock purchase plan

Paid time for vacation, volunteering,

28-day sabbatical after every 5 years

Paid parental leave and family" } ,{

Zusammenfassung

Charles Schwab seeks an Event Specialist to design and execute events ranging from intimate gatherings to large-scale national programs. You will support multiple workstreams, manage vendor partnerships, and maintain budgets, ensuring exceptional client and stakeholder experiences.

You will collaborate with cross-functional teams, travel as required, and help drive innovative event concepts while adapting to changing needs and timelines.

Qualifikationen

• Support multiple event workstreams, timelines, deliverables, and stakeholders from planning through on-site or virtual execution.
• Strong organizational and project management skills with attention to detail in a fast-paced environment.
• Experience partnering with external vendors to deliver events that support defined business objectives and client experience standards.
• Assist in event documentation, including project plans, experiential decks, budgets, and post-event follow-up.
• Sound judgment and problem-solving during event planning and execution, including adaptability to changing requirements.
• Experience in event planning and execution in a fast-paced environment.
• Desire to build a strategic lens into the scope of work and bring new ideas to the table.
• Innovative and forward-thinking mind with a keen eye for detail.
• Ability to support events of varying sizes and levels of complexity.
• Flexible, adaptable, and comfortable with ambiguity while course correcting based on evolving decisions.
• Strong fiscal approach with budgeting and forecasting skills.
• Solid collaboration and long-term partnership skills.
• Ability to travel as required with on-site execution and vendor oversight.
• Ability to work outside standard business hours as needed.
• Bachelor’s degree required.

Aufgaben

• Assist in designing and planning a wide range of event types—from high-touch hospitality to national virtual events.
• Support events ranging in size from 5 to 2,500 participants for Schwab’s clients, shareholders, and employees.
• Collaborate with external vendors to deliver events aligned with business objectives and client experience standards.
• Contribute to event documentation, including project plans, budgets, and post-event follow-up.
• Provide on-site or virtual support and oversight of multiple vendors.
• Adapt quickly to evolving requirements and circumstances during planning and execution.
• Assist in budgeting, forecasting, and long-term partnerships for events.
• Occasionally work outside standard business hours as needed.

Kenntnisse

Event planning

Project management

Vendor management

Budget management

Forecasting

Collaboration

Flexibility

Travel readiness

On-site execution

Ausbildung

Bachelor's degree

Tools

Cvent

Jobbeschreibung

Your opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, a preferred candidate has been identified for this role.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Event and Production Services (EPS) designs and delivers events and multimedia productions that attract, engage, and retain clients and employees. We take pride in creating memorable experiences that differentiate the Schwab brand.

The Event Specialist is responsible for assisting with events ranging in size from 5 to 2,500 participants supporting Schwab’s various clients, shareholders and employees. In this role you will assist in designing and planning a wide range of event types – from high-touch, experiential hospitality events for exclusive audiences to national virtual events (educational & experiential) for a broader client base.

What you have

Required:

• Demonstrated ability to support multiple event workstreams, timelines, deliverables, and stakeholders from planning through on-site or virtual execution.
• Strong organizational and project management skills, with consistent attention to detail and the ability to manage competing priorities in a fast-paced environment.
• Experience partnering with external vendors to deliver events that support defined business objectives and client experience standards.
• Ability to support event documentation, including project plans, experiential decks, budgets, and post-event follow-up.
• Sound judgment and problem-solving skills during event planning and execution, including the ability to adapt quickly as requirements or circumstances change.
• Experience in event planning and execution in a fast-paced environment.
• Desire to build a strategic lens into the scope of work and to bring new ideas to the table.
• An innovative and forward-thinking mind, with a keen eye for detail.
• Ability to support events of varying sizes and levels of complexity.
• Ability to be flexible, adaptable, and comfortable with ambiguity while course correcting based on evolving decisions and circumstances.
• Strong fiscal approach with excellent budget management and forecasting skills.
• Solid collaboration and long-term partnership skills.
• Ability to travel as required in the role. On-site execution experience and assistance of oversight of multiple vendors.
• Ability to work outside of standard business hours as needed
• Bachelor’s degree required.

Preferred:

• Experience delivering high-touch hospitality or educational programs
• Working knowledge of Cvent
• Experience supporting scalable events across in-person and virtual formats.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance