Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $43,200.00 - $72,000.00
Work Schedule
Standard Hours
Benefits
401(k) with Company Match
Employee stock purchase plan
Paid Time Off
Paid parental leave
Tuition Reimbursement
Health Insurance
Dental Insurance
Vision Insurance
Job Description
The Family Wealth Alliance (FWA) is a premier membership organization that serves the multifamily wealth community, acting as the exclusive network for multifamily wealth firms such as multifamily offices, external CIOs, high-end wealth management firms, trust companies, and family office practices affiliated with private banks, law, and accounting firms. Since its inception in 2003, FWA has built a reputation as a collaborative and peer-led network grounded in shared values and a commitment to delivering exceptional service to clients and the industry. Its membership stands as a cornerstone of industry thought leadership, supported by a vast array of resources including conferences,... Show More
Job Requirements
- Bachelor’s degree
- 7+ years of event planning experience
- Ability to manage multiple complex events
- Strong organizational and time management skills
- Excellent communication skills
- Proficiency with Microsoft Office Suite
- Ability to negotiate contracts and manage vendors
- Willingness to work onsite within commuting distance of Westlake, TX or Orlando, FL
- Ability to work collaboratively in a small team environment
- Problem-solving and proactive attitude
Job Qualifications
- 7+ years of event planning experience
- Bachelor’s degree
- Experience in project management preferred
- Knowledge of event planning principles, requirements, and procedures
- Knowledge of conference facilities, staging, technology, and equipment
- Knowledge of finance, accounting, budgeting, and cost control procedures
- Ability to negotiate and manage contractual arrangements
- Detail-oriented with exceptional follow-through
- Ability to manage time, prioritize, and multitask effectively
- Strong communication skills with attention to detail
- Professional poise in interactions
- Creative and self-directed problem solver
- Ability to take initiative and seek growth opportunities
- Patience and adaptability to change
- Proficiency with Microsoft Office Suite
- Comfortable learning new technical skills including video conferencing and CRM systems
Job Duties
- Participate in weekly team meetings with programs and marketing leads to prepare for in-person events
- Oversee the run of show, pre-con meeting, staff coordination, and execution during all events
- Help create, manage, and adhere to the annual event budget
- Schedule and facilitate pre- and post-event meetings with the team to discuss event feedback and areas for improvement
- Identify areas for improvement and implement corrective actions as needed
- Develop and implement strategies to streamline event production
- Create and maintain documentation and guidelines for FWA events
- Stay proactive in identifying and addressing potential issues before they become problems
- Conduct venue site visits and make recommendations as applicable
- Prepare for and schedule general walk-through of space, planning meeting, pre-con with venue staff
- Manage, review, and adhere to venue contract
- Act as main contact to venue for all event related logistics and planning
- Manage attrition and contractual requirements relating to venue including contractual concessions
- Ensure best room capacities, sets, diagrams while adhering to guidelines
- Confirm all facets of venue service including front desk, housekeeping, bell stand, and banquets through creation and review of Event Function specifications and Banquet Event Orders
- Oversee room block management, overflow, and additional room allocation as needed
- Work with attendee housing registration and answer attendee questions
- Partner with programs team to determine A/V needs for all sessions and meetings and ensure venue is prepared
- Negotiate best rates and service with A/V vendors through pricing comparison, orders, execution, and management
- Coordinate video recordings and editing of sessions for post event viewing
- Coordinate event photography when applicable
- Research and book locations of Dine-Arounds for all events
- Secure contracts with restaurants and keep sponsors informed
- Communicate attendee lists to sponsors prior to event
- Check for food allergies and alert host/restaurant
- Arrange and manage transportation to/from restaurants when applicable
- Manage and implement seating arrangements
- Create menus with sponsor logos
- Refine and share Dine-Around scripts with facilitators
- Review menus and budget to create menu solutions
- Manage all special needs, allergies, and dietary requirements
- Ensure all food and beverage executed as planned on event day
- Work with marketing to determine event signage, directional, clings, banners
- Lead venue walk-through for signage needs
- Manage signage process, orders, delivery, and setup
- Evaluate vendors for quality, reliability, cost, and service
- Build and maintain strong vendor relationships
- Ensure vendor compliance with company policies and legal agreements
- Work closely with cross-functional teams to ensure alignment and support
- Foster a collaborative and supportive work environment
- Perform other related duties and strategic projects as required
Job Qualifications
Experience
Expert Level (7+ years)
Job Location
We didn't receive the exact location for this job posting,
please contact the employer.
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