Job Description

Event Marketing Manager

At Fidelity, we have been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we are constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you will be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You will have a wide range of opportunities to grow and develop your career in an inclusive environment where you will feel valued and supported to be your best - both personally and professionally.

The Event Marketing Manager is responsible for planning and overseeing exceptional end-to-end event experiences that create advocates and deepen client relationships. These event experiences range from in-person, to digital and hybrid.

The Event Marketing Manager will project manage the delivery of these events from digital program set-up, invitation process, registration set-up and management, on-site technology and ticketing, client relationship management and post-event activities. This role requires partnering with multiple business units, senior executives, clients and managing vendor relationships.

Key Responsibilities:

• Plan and deliver outstanding event experiences, both in-person and digitally.
• Manage the efficient and successful running of events on-site in US and Canadian venues and in digital environments.
• Attend in-person events to ensure the successful delivery of the program
• Deliver post-event analytics

• Manage Event budgets and reporting to support ROI analysis and regulatory compliance.
• Manage vendor relationships and ensure the best pricing for each particular engagement.
• Accurately manage budgets for each event initiative in line with documented processes
• Prepare detailed expense reporting for audit purposes.
• Track and report attendance and measure targets data for Senior Management.
• Develop a detailed understanding of the compliance regulations specific to events and business entertainment.
• Seek opportunities to use automaton to streamline manual tasks including event attendance and financial reporting.
• Seek cost effective digital solutions to deepen the client experience.

• Execute on detailed events plans that manage risk and deliver seamless experiences
• Create project workback schedules and action plans for internal partners.
• Maintain master agendas and schedules for events.
• Build and set-up events programs in a range of technology platforms
• Create testing plans, perform testing and QA on digital platforms or workflows with documented sign-offs.
• Work with Marketing and Product teams to develop accurate materials and the program agenda.
• Coordinate and manage all aspects of the event, including production and technology.
• Act as an event technology super-user and admin in platforms
• Ensure risk management, compliance, corporate security, and contingency planning is implemented for each event.
• Work with FIC speaker resources and investment staff to coordinate schedules for speaking opportunities as well as prepare travel details for corporate conferences.

• PM Access: Manage PM (portfolio manager) and SME (subject matter expert) resources while successfully meeting the needs of the clients and Sales.
• Successfully manage the PM access process for Sales teams requesting portfolio manager support for virtual or in-person events.
• Continuously look for efficiencies in the PM access process and opportunities to improve the client and PM experience.
• Proactively liaise with other departments including Sales, Products and Marketing, IS, HRCA, Compliance, and Finance.
• Always seek opportunities to deliver an exceptional client experience.
• Build relationships and become familiar with the roster of talent, including PMs, IPMs and Analysts as well as FIC Speaker Resources

• Act as a subject matter expert on event process and continuously look for opportunities to enhance the client experience.
• Create detailed documented processes for each step of event programs.
• Conduct ongoing research into digital and in-person event trends to improve event experiences.
• Map the entire customer journey at each event and envision all possible scenarios to better plan for contingencies, eliminate friction and allow for flexibility to pivot based on variables.
• Research and document detailed requirements for event-related technology or workflows and work with internal partners or vendors to ensure successful delivery of the vision.
• Stay on top of an ever-evolving events landscape by embracing hybrid/digital approaches and new technologies.
• Successfully onboard new vendors and create testing plans with documented QA (quality assurance) sign-off
• Work in-platform as an administrator in digital and hybrid event technology platforms.

What We Are Looking For

• 3+ years of event management experience in a corporate environment required, preferably within the financial services industry.
• College degreed required, or equivalent work experience.
• Experience using Cvent for event registration, communications, and reporting is required.
• Deep understanding of digital engagement in the context of event marketing.
• Bilingualism in French/English, written and verbal, is an asset.

The Expertise You Will Bring

• Exceptional organization, project management, and planning skills with a proven ability to manage events, including in-person and digital.
• Excellent vendor management and budgeting skills, including pricing negotiation, invoicing, and recordkeeping.
• Exceptional customer service and interpersonal skills with particularly strong verbal and written communication.
• Strong collaboration skills with an ability to successfully meet deadlines while maintaining positive working relationships in a team-based environment.
• Deep knowledge of digital event experience with hosting virtual events through streaming platforms such as CVENT and Zoom Events.
• Strong knowledge of customer relationship management software including Adobe Marketo, Salesforce and the Microsoft Office suite.

Total Rewards That Reflect Your Impact:

We believe exceptional work deserves exceptional recognition. That's why we offer a competitive compensation package designed to support your success today, and your financial well-being tomorrow.

For this role, your total rewards include:

• Base Salary and Discretionary Performance Bonus: Total annual cash compensation (base salary pus target bonus) ranges from $88,000 to $111,000, based on your experience and qualifications.
• RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

We're proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.

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