Finimize - Events Manager (B2B)

Job Description Finimize empowers retail investors by equipping them with information to make their own informed investment decisions, without any jargon, in less than 15 minutes a day. Finimize has over one million subscribers to...

Job Description

Finimize empowers retail investors by equipping them with information to make their own informed investment decisions, without any jargon, in less than 15 minutes a day. Finimize has over one million subscribers to its daily newsletter, and they’ve built a passionate global community around making investing accessible and digestible to clients.

At abrdn, we’re futurists, enabling our clients to be better investors. So it’s great to be working with Finimize, who share this vision of empowering investors through information.

    About the Role:

    We’re currently looking for a B2B Events Manager who is passionate and enthusiastic about delivering world-class events that achieve business objectives. Whether it's a webinar, roundtable, live event or our flagship annual Summit, you get a kick out of bringing people together and further strengthening our brand. 

    Reporting to the Head of Events and Partner Success - the role will be split into two key areas: B2B events and partner events.

    B2B events: You will plan, negotiate and manage from end to end Finimize’s B2B event schedule (in-person, webinar, roundtables) and sponsorship/attendance at tradeshows, while aligning with the sales team to drive Finimize’s lead generation and revenue targets. 

    Partner events: You will be responsible for the full end-to-end planning, management, and delivery of all partner webinars and in-person. Working closely with our sales and partner success teams to deliver high quality experience for each partner in order to help drive repeat business.

    Responsibilities: 

    • Plan and execute high-quality events, including owned B2B events (webinars, in-person, roundtables), tradeshow sponsorship and partner events, from conception to completion.
    • Own the event attendee journey for new and existing clients, from creating targeted invitations and joining instructions to ensuring a seamless on-site experience, with the goal of driving high-quality leads (MQLs) and engagement at events.
    • Managing and sourcing high quality speakers for B2B and Summit events.
    • Align with head of sales and broader sales team to ensure events are part of the overall integrated sales and business objectives
    • Manage all required marketing materials, event branding, and gifts from ideation to delivery.
    • Collaborate with internal stakeholders and external vendors to ensure events are delivered on time, within budget, and to a high standard.
    • Develop and maintain project timelines, budgets and other project documentation.
    • Coordinate logistics for events, including venue selection, catering, transportation, and audio-visual equipment.
    • Manage event registration and attendee communication, including pre-event and post-event surveys Provide on-site event support, including management of vendors, speakers, and attendees.
    • Ensure that all events comply with legal, regulatory, and company policies and
      guidelines.
    • Generate weekly and quarterly reports on event metrics and milestones.

    About the candidate:

    • Relevant experience in event management, with a focus on planning and executing large-scale events.
    • Proven experience in in-person event production and running live virtual events.
    • Highly organised, detail-oriented, with strong project management skills and the ability to prioritise and multitask.
    • Excellent communication, negotiation, and problem-solving skills.
    • Knowledge of event technology and software, such as event registration and ticketing systems e.g Eventbrite, zoom, hopin etc.
    • Ability to work collaboratively with cross-functional teams and external partners.
    • Willingness to work flexible hours, including evenings, to support events as when needed.
    • Must be able to travel to run live in-person events in London (twice a week).
    • Previous experience working on fintech, financial summits and events (Desirable).
    • Currently invests in the stock market or has an Interest in learning how to
      invest (Desirable).

    Benefits:

    • Generous pension (16% employer contribution)
    • 40 days holiday (including public holidays)
    • Income protection & life assurance
    • A private healthcare plan
    • Market-leading parental leave – up to 26 weeks paid
    • Your own personal development budget
    • Mental health support services
    • Donate to charities of your choice through your salary, with a matched £100/month employer contribution
    • Financial wellbeing resources including a free one-to-one financial planning meeting. Plus access to our product and in-house financial experts.
    • Additional self-funded options include further healthcare packages, travel insurance, legal services

    Inclusivity Statement

    Research shows that while men apply to jobs when they meet an average of 60% of the criteria, women and other marginalized folks tend to only apply when they check every box. So, if you think you have what it takes but don’t necessarily meet every single point on the job description, please still get in touch. We’d love to have a chat and see if you could be a great fit.

    Disability Confident Employer

    We are proud to be a Disability Confident Committed employer. Therefore, if you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire, and one of our team will reach out to support you through your application process.

    We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment.  We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance.  We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.

    If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.

    Apply now

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