At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
ABOUT THIS POSITION
The role has two key purposes:
Lead and execute the business events program including, conferences, sponsorships, meetings, roadshows, roundtables, webinars, which are delivered as in person, virtual and in hybrid formats. The events program is designed to increase and reinforce brand and investment solution awareness and retention, and
Help deliver and support marketing initiatives, across intermediary and institutional audiences.
ROLE SUMMARY
Requires strong event management expertise and the ability to independently manage complex events, budgets, suppliers and stakeholders from planning through to delivery and evaluation..
Works within standardized procedures and practices to achieve objectives and meet deadlines.
Accountable for their own contributions; regularly verifies that work quality and timeliness meet team objectives.
Operates independently within agreed objectives, demonstrating initiative, sound judgement and accountability for managing priorities and delivering outcomes. Independently manages event planning and execution, including venue selection, vendor management, budgets, food and beverage, audio visual and production. Develops creative event experiences and marketing activations aligned with business and marketing objectives, using AI and emerging tools to enhance delivery and engagement.
Negotiates standard event contracts as assigned. Completes expense management, budget reconciliation, and event analysis tasks as assigned. Keeps track of event participant/invitee/ stakeholder engagement and contributes to the development of reports for management.
Independently manages event planning, coordination and on-site delivery. Uses engagement tools, data and analytics to enhance the client experience, measure performance against KPIs and provide clear post-event reporting and insights to inform future event planning and marketing activity.
Applies a strong understanding of asset management and investment concepts to manage content development, navigate stakeholder and compliance requirements, and oversee content through review and approval processes..
Develop relationships with legal, compliance, and other contacts within the organization. Confirms event alignment with common policies and business unit-specific criteria and requirements.
PRINCIPAL RESPONSIBILITIES
Prepares materials and conducts vendor and site research.
Book’s venues and completes other related tasks as directed. Supports the development of proposals on food and beverage, audio visual, and other event vendors for review by more experienced professionals to ensure they meet the organization's partnership standards.
Translates the marketing plan into creative event experiences and activations, leveraging AI and emerging tools to drive innovation, engagement and efficient execution. Negotiates standard event contracts as assigned. Completes expense management, budget reconciliation, and event analysis tasks as assigned. Keeps track of event participant/invitee/ stakeholder engagement and contributes to the development of reports for management.
Executes event planning and coordination activities and may complete on-site event management tasks as assigned. Executes on the use of engagement tools to enhance the client experience and drive data.
Begins to develop relationships with legal, compliance, and other contacts within the organization. Confirms event alignment with common policies and business unit-specific criteria and requirements.
Leads the organisation of virtual event program, including creating and updating virtual events and reporting.
Works with the company’s platforms and software systems to deliver daily activities, including event platforms (across in-person, virtual & hybrid) as well as procurement, compliance, enablement, data collection & analytics, CRM and social media platforms.
PREFERRED (OR ESSENTIAL) QUALIFICATIONS
Bachelor's degree or the equivalent combination of education and relevant experience
Min 3-5 years of relevant work experience
Event or Marketing experience at financial services company or equivalent experiences, or strong interest in event and asset management industry
Knowledge of asset management industry and business practices
Excellent written and verbal communication
MS Office proficiency
Team-oriented
Self-motivated, creative, responsible, with excellent attention to detail
Creative thinker and problem solver
An idea-generator with the ability to execute
Knowledge of event management platforms, incl. virtual
Ability to work across multiple projects and work in a busy, fast-paced environment
Stakeholder management and interpersonal skills
Digitally savvy
Wiliness to use AI to drive business efficiencies
Commitment to Diversity, Equity, and Inclusion:
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
