COMPANY INFO

Involved in banking for over 300 years, our firm is a major global financial services provider engaged in retail and commercial banking, credit cards, investment banking, wealth management and investment management services. We are one of the largest financial services companies in the world by market capitalisation. Operating in over 60 countries and employing over 120,000 people, we move, lend, invest and protect money for over 25 million customers and clients worldwide.

JOB DESCRIPTION

The Senior Operations/Event Coordinator will be responsible for administering and executing programs or projects across the iShares Canada business (internal and external). Including the responsibility for managing the planning and execution of a range of iShares events and 3rd-party conferences with a focus on content development, program design and speaker management. The individual will also manage strategic projects across the business, helping advance the Communications, HR/People and Facilities agendas. To accomplish this, the successful candidate will work closely with iShares Canada leadership team.

Primary Responsibilities:

Business Administration

* Provide business management for iShares Canada office.
* Be a strategic thought leader in supporting the iShares Canada’s Operating group; develop related presentations supporting overall Business Strategy.
* Develop iShares culture and promote values through development of programs and events. Partner with HR and global colleagues to deliver on people initiatives.
* Take lead role in the management of the business’ continuity planning and support for the management of iShares’ Independent Review Committee.
* Assist the iShares Canada leadership team with ad hoc projects as needed.

Content Development and Program Design

* Develop and refine content for iShares events, including identifying speakers and topics; developing and finalizing scripts, presentations, agendas, moderator talking points and speaker introductions; and developing audience handouts and evaluation forms.
* Manage compliance approval process where necessary.
* Define call-to-action and identify next steps for internal and external audiences.
* Develop event descriptions and briefing documents for speakers and business partners in sales, product and marketing.
* Manage iShares speakers bureau for internal and external events; screen speaker requests for overall business opportunity; identify appropriate speakers and topics; coordinate speaker scheduling and provide logistical support as needed.
* Integrate with marketing and channel strategy stakeholders to ensure content is on target and consistent with other field messages.

Execution & Project Management

* Assemble and lead cross-functional teams to manage event and conference deliverables, including invitation strategy, marketing communications, content, event planning, exhibit design, public relations, production, promotions, logistics and field sales communications.
* Provide project management in collaboration with a range of internal business partners.
* Write and edit corporate communications as needed.
* Write, edit and conduct internal briefings to train field sales on event objectives, target audience, invitation process, staffing needs, and follow-up activities.
* Provide on-site event support.
* Write and edit event debriefs and make recommendations for program improvements.
* Manage event schedules and workplans for multiple projects spanning sales, marketing and product.
* Track critical path items and develop reporting mechanisms
* Take on additional new ad hoc initiatives as needed

Planning

* Define business objectives, target audience, budget and success measurements for each event and conference.
* Develop business requirements and event strategy briefs to provide direction to business partners and agencies.
* Negotiate 3rd-party conference sponsorships to maximize opportunities to further iShares business objectives with target audiences.

Reporting and Analysis

* Manage the effectiveness of programs by incorporating metrics. Collect and analyze event results, develop post-event reporting and recommendations, and present results and recommendations to internal stakeholders.
* Meet with sales and marketing leaders to review event and marketing plans and participate in cross-functional sales/marketing planning teams.

QUALIFICATIONS

* 5+ years of experience in the investment/asset management industry or experience working with financial advisors
* 4+ years working in experiential, event, sponsorship or conference marketing
* Solid working knowledge of integrated marketing communications and field sales; and a demonstrated ability to create and manage effective programs
* Ability to plan and manage projects at both strategic and tactical levels, manage complex project timelines, juggle competing priorities and keep project teams on track
* Proven experience interfacing and negotiating with internal and external groups at all levels and across multiple functions, including creative vendors and third-party conference representatives
* Proven organizational experience in an administrative, project coordinator and/or project manager role
* High energy, comfortable in a fast-paced environment
* Positive attitude, strong ethics, team player with a strong attention to detail
* Client service orientation
* Excellent written, oral, interpersonal and collaboration skills.
* Demonstrated excellence in Microsoft Office with an emphasis on PowerPoint and Excel.
* Ability to travel up to 25% of time
* BA/BS (or equivalent experience) required