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Regional Marketing & Event Manager

Company: Bank of New York Mellon
Location: Newport Beach
Posted on: September 19, 2023

Job Description:


Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

We're seeking a future team member for the role of Regional Marketing & Event Manager to join our Wealth Management team. This role could be located in Los Angeles, San Francisco, or Newport Beach.

The position of Regional Marketing & Event Manager is primarily responsible for the driving the success of marketing priorities and initiatives in key regional markets through multiple marketing channels, with a focus on the regional events and sponsorship strategy.

The manager will work with regional leadership and marketing partners to build out strategy and drive priorities and presence, create a portfolio of strategic events and key sponsorships and drive with the highest brand standards within the regions covered. This role would specifically cover one of our major regions nationally - West Region (Los Angeles, CA, Newport Beach, CA, San Francisco, CA, Menlo Park, CA and Seattle, WA).

The event portfolio includes high touch client entertainment events (wine dinners, art tours etc.), seminars and roundtables with our internal subject matter experts, and industry sponsorships and conferences. This role would also include management of our third-party referral network (COI, centers of influence) national conferences, collaborating with our Advice, Planning and Fiduciary team to drive engagement and opportunities with our 3 rd party sponsorship partners.

In this role, you'll make an impact in the following ways:

  • Partnership with other Marketing channels including brand, content, website, social media and PR
  • Strategic planning for yearly events portfolio including content and program development with emphasis on ultra-high net worth audiences
  • Responsibility for execution of logistics including venue, contracting, d--cor, materials, branding, AV for both in-person and virtual events
  • Oversight of regional and national conferences' budget within each location including vendor payments and overall tracking
  • Analyze and report on the tracking and measurement of events through ROI reporting and dashboards
    Due to the role supporting regions in which they would not be based, travel is a requirement for approximately 20% of the time where and when major events are occurring depending on and could increase with seasonality.

    Critical skills include relationship building and focus on partnerships with regional leaders and front office staff, being outcome driven, continuously finding opportunities for efficiencies, the ability to work under pressure and manage multiple projects simultaneously, strong organizational skills and excellent interpersonal skills. Understanding of varying work environments with the ability to work independently - in the office, work from home, and work from event sites.

    Ability to schedule and meet deadlines is critical as the position is exceptionally deadline sensitive based on the heavy emphasis on planning required.

    Preferred Education: BS/BA Degree

    Preferred Experience: 5-7+ years' experience in event management, marketing and/or similar area, experience in financial services preferred but not required.

    Other: Experience with CVENT or Event Farm and Salesforce

    Demonstrated budget management experience required.

    BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $73,100 and $120,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
    This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

    Employer Description:

    For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

    EEO Statement:

    BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Keywords: Bank of New York Mellon, Newport Beach , Regional Marketing & Event Manager, Advertising , Newport Beach, California

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