Fixed Income Marketing Events Specialist

Stifel Financial
Hauppauge, NY Full Time
POSTED ON 5/2/2023 CLOSED ON 7/14/2023

Job Posting for Fixed Income Marketing Events Specialist at Stifel Financial

Description

Job Summary

The Marketing Events Specialist will take a lead role in the execution of Stifel Fixed Income's conference and client event calendars. The position will work closely with the Director of Marketing and other marketing team members in a dynamic and team-oriented environment.

Essential Duties and Responsibilities

  • Execute the department's conference and client events, including trade shows, seminars, sponsorships, outings, speaking opportunities and dinners.
  • Responsible for all logistical phases of event/vendor management, including scheduling, location scouting, registration, material preparation, hotel/travel and delivery/return of materials.
  • Hire and manage relationships with vendors, including restaurants, transportation companies, hotels, onsite staff, etc.
  • Work independently on events, while also working closely with Director of Marketing and leveraging the marketing team resource when appropriate.
  • Comfortable working and interacting with other levels of management and other departments.
  • Update and maintain annual event calendar and costs while helping research assess and recommend future conference, sponsorship and speaking opportunities. Maintain database of client contacts made through conferences, client events, and other marketing initiatives and communicate with our sales team about those contacts.
  • Work with the marketing team in the development of invitations, confirmations, submissions, and follow-up client correspondence.
  • Provide general marketing support in helping maintain marketing materials, answering sales requests, completing in-house print jobs and responding to general marketing inquiries.
  • Travel required providing onsite support for conference schedule.

Qualifications

  • Demonstrated event management experience in a corporate environment and the ability to develop and execute an event calendar.
  • Ability to build relationships with event organizers and internal stakeholders.
  • Experience working with Customer Relationship Management (CRM) platforms and an ability and willingness to learn new technologies.
  • Ability to multi-task in a fast-paced, dynamic environment and a strong attention to detail.
  • Ability to read and interpret documents, such as company memos, customer correspondence, instructions and reports.
  • Writing skills for event invitations, event proposals, speaker submissions, and vendor/customer correspondence.

Education and Experience

  • Minimum Required: Bachelor's Degree from four year college/university or equivalent combination of education and experience.
  • Minimum required: 5 work related experience.

Licenses and Credentials

  • Minimum Required: None

Systems and Technology

  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

About Stifel

Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

#L1-CC!






Stifel is committed to providing equal employment opportunities (EEO) to all associates,
applicants for employment, and individuals providing services in the workplace without regard to
actual or perceived race, color, religion, creed, gender, pregnancy (including childbirth, lactation,
child-bearing capacity, sterilization, fertility, past pregnancy condition and the potential or intention
to become pregnant and related medical condition), sexual and reproductive health decisions, sexual
orientation, gender identity and gender expression (including transgender individuals who are
transitioning, have transitions, or are perceived to be transitioning to the gender with which they
identify), national origin, ancestry, age, disability, weight, genetic information, marital status,
citizenship status, familial status, homelessness (i.e., lack of a permanent mailing address or a
mailing address that is a shelter or social services provider), status as a covered veteran or any
other protected criteria in accordance with applicable federal, state and local laws. Stifel complies
with applicable state and local laws governing non-discrimination in employment applicable to
each location in which the Firm operates. Stifel strictly prohibits any form of unlawful
discrimination.

Equal opportunity extends to all aspects of the employment relationship, including hiring,
transfers, promotions, training, termination, working conditions, compensation, benefits, and other
terms and conditions of employment. All Stifel associates are responsible for implementing this
EEO policy in their daily actions, conduct and decisions. All associates are expected to treat each
other with respect and professionalism.

Stifel is an Equal Opportunity Employer.

 

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Salary.com Estimation for Fixed Income Marketing Events Specialist in Hauppauge, NY
$132,202 to $195,082
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