- 8-10+ years’ Event Management experience, preferably in the financial services industry or a corporate environment.
. We’re currently seeking an Associate Wealth Planner to join our team—offering hands-on mentorship, structured training, and a clear pathway toward becoming a fully functioning Financial Representative. This includes the management of all aspects of the event operation, from initial briefing to reconciliation, including but not limited to project plans, collateral, registration, transportation, hotel accommodations, entertainment, food and beverage, gift selection, audio/visual needs, webcasts, staging, speaker selection, execution, reconciliation and so on. - 8-10+ years' Event Management experience, preferably in the financial services industry or a corporate environment.
- Supporting Daily Operations & Risk Mitigation: Lead Daily Management System (DMS) meetings, actively identifying and troubleshooting potential service risks using analytics dashboards and APO.
- Executing Core Supply Planning: Assist in maintaining and developing Day to Day Supply Planning tasks including creating Weekly Short term (0-13 Weeks) production plans and Long Range (Rolling 12 month) Planning, Assessing capacity to support demand, and collaborating with plant teams to optimize production schedules.
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