Backed by Index.
About the role
The Meeting & Event Planner is a hands-on project leader within SEI Global Marketing's Events Team. This role partners with business stakeholders, marketing colleagues, and external vendors to deliver thoughtful, well-executed experiences across in-person, virtual, and hybrid formats. The planner owns assigned programs from initial brief through post-event follow-up, balancing creative experience design with operational discipline, budget stewardship, risk awareness, and measurable results.
More about this role
When you step into SEI, anywhere in the world, you know you are not inside a traditional financial services company. Our open innovation spaces spur creativity, provocative artwork inspires conversation, and a flexible work environment supports personal and professional growth. We are a place to inspire your work, build your voice, and grow your community.
The Events Team shapes client, prospect, and employee experiences through the strategic planning and execution of SEI-sponsored marketing events, conferences, investment seminars, client entertainment, and internal programs. The team is advancing a data-informed model that evaluates the attendee journey, translates insights into recommendations, and connects event execution to business outcomes.
The Meeting & Event Planner is a hands-on project leader within SEI Global Marketing's Events Team. This role partners with business stakeholders, marketing colleagues, and external vendors to deliver thoughtful, well-executed experiences across in-person, virtual, and hybrid formats. The planner owns assigned programs from initial brief through post-event follow-up, balancing creative experience design with operational discipline,...
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