Triad Partners
Triad Partners is hiring: Event Planner in Lawrence
Triad Partners, Lawrence, KS, United States, 66045
Description
Is working with people you want to do life with important to you? It is to us, too.
At Triad, our motto is #DBDL: Do Business Do Life. While we are doing business, ensuring a boutique-like experience for our clients is at the top of our list. Does working with our team to build a financial planning offering that can positively impact the lives of thousands of people make your ears perk up? Let's talk more...
So Who Are We?
Founded on the idea that business growth shouldn't come at the expense of personal freedom, you'll be
working to accomplish something never before seen in our industry: Empowering financial advisors to
scale their business to all-time highs, while also enjoying levels of personal freedom they never thought
possible. We call this unique intersection of success at work and in life, DBDL: Doing Business and Doing
Life - and it's at the heart of everything we do.
To deliver on our goal of delivering DBDL to our industry, every Triad team member (regardless of
experience or job title) is first and foremost a leader. No matter the project, you'll be expected to do more
than simply check the boxes; you'll play an integral role in shaping the vision, building processes,
perfecting systems, creating all-new solutions, and continuing to take our industry into a whole new
direction.
But DBDL doesn't just happen at work. It also happens in life. As a Triad team member, you'll have the
opportunity to live our Do Business, Do Life mantra with a working environment that encourages you to
push a pause on work and recharge your creative energy doing the things you love.
What You'll Do Here:
The Event Planner will assess and conceptualize clients' needs and desires for a variety of meetings,
conferences, and large-scale events for Triad, including making all arrangements necessary to
execute the client's desired vision and goal. The Event Planner is also primarily responsible for
executing our internal client events. Triad Experiences are all about strengthening the bonds of our
community. In cities across the country, we bring together our teams to form stronger relationships,
level-up skills, and continue to work toward life-changing significance.
This Role Involves
• Consults with clients to assess and understand their needs for the event; areas of discussion and consultation include staffing, meeting rooms, conference rooms, ballrooms, hospitality suites, hotel rooms, catering, signage, programs, music, security, display areas, and other specialized requirements.
• Compiles a list of prospective event locations; visits locations with clients and provides guidance on the final selection.
• Compiles price lists and budgets, and negotiates contracts for services, dates, times, and spaces.
• Consults with clients and coordinates with team to plan and develop event schedule, topics, and featured speakers.
• Ensures that the event meet legal, safety, and health requirements and regulations; obtains necessary permits from fire and health departments.
• Coordinates transportation for guests, attendees, speakers, or other parties.
• Coordinates registration process for event participants.
• Manages all administrative duties and details associated with the event including financial operations, coordination with House of Brands as it relates to promotional materials, and responding to inquiries.
• Develops and maintains current lists of available venues and services, and pricing options.
• Maintains current knowledge of event planning standards and trends by attending seminars, consulting with other professionals, and reading trade publications.
• Performs other related duties as assigned.
Qualifications
• Creative and effective problem-solving skills.
• Excellent time management skills with a proven ability to meet deadlines.
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent organizational skills and meticulous attention to detail.
• Adept at balancing travel demands while achieving key objectives and ensuring consistent work performance.
• Ability to prioritize tasks and to delegate them when appropriate.
• Ability to respond to problems and to assist clients with a calm, courteous, and helpful manner and attitude.
• Thorough understanding of legal regulations and permits required for events.
• Proficient with Microsoft Office Suite or related software.
Education and Experience:
• Bachelor's degree in Hospitality, Meeting, and Event Planning or related field required.
• At least two years of experience in customer service, retail, event and/or experience
planning, or a related field.
Is working with people you want to do life with important to you? It is to us, too.
At Triad, our motto is #DBDL: Do Business Do Life. While we are doing business, ensuring a boutique-like experience for our clients is at the top of our list. Does working with our team to build a financial planning offering that can positively impact the lives of thousands of people make your ears perk up? Let's talk more...
So Who Are We?
Founded on the idea that business growth shouldn't come at the expense of personal freedom, you'll be
working to accomplish something never before seen in our industry: Empowering financial advisors to
scale their business to all-time highs, while also enjoying levels of personal freedom they never thought
possible. We call this unique intersection of success at work and in life, DBDL: Doing Business and Doing
Life - and it's at the heart of everything we do.
To deliver on our goal of delivering DBDL to our industry, every Triad team member (regardless of
experience or job title) is first and foremost a leader. No matter the project, you'll be expected to do more
than simply check the boxes; you'll play an integral role in shaping the vision, building processes,
perfecting systems, creating all-new solutions, and continuing to take our industry into a whole new
direction.
But DBDL doesn't just happen at work. It also happens in life. As a Triad team member, you'll have the
opportunity to live our Do Business, Do Life mantra with a working environment that encourages you to
push a pause on work and recharge your creative energy doing the things you love.
What You'll Do Here:
The Event Planner will assess and conceptualize clients' needs and desires for a variety of meetings,
conferences, and large-scale events for Triad, including making all arrangements necessary to
execute the client's desired vision and goal. The Event Planner is also primarily responsible for
executing our internal client events. Triad Experiences are all about strengthening the bonds of our
community. In cities across the country, we bring together our teams to form stronger relationships,
level-up skills, and continue to work toward life-changing significance.
This Role Involves
• Consults with clients to assess and understand their needs for the event; areas of discussion and consultation include staffing, meeting rooms, conference rooms, ballrooms, hospitality suites, hotel rooms, catering, signage, programs, music, security, display areas, and other specialized requirements.
• Compiles a list of prospective event locations; visits locations with clients and provides guidance on the final selection.
• Compiles price lists and budgets, and negotiates contracts for services, dates, times, and spaces.
• Consults with clients and coordinates with team to plan and develop event schedule, topics, and featured speakers.
• Ensures that the event meet legal, safety, and health requirements and regulations; obtains necessary permits from fire and health departments.
• Coordinates transportation for guests, attendees, speakers, or other parties.
• Coordinates registration process for event participants.
• Manages all administrative duties and details associated with the event including financial operations, coordination with House of Brands as it relates to promotional materials, and responding to inquiries.
• Develops and maintains current lists of available venues and services, and pricing options.
• Maintains current knowledge of event planning standards and trends by attending seminars, consulting with other professionals, and reading trade publications.
• Performs other related duties as assigned.
Qualifications
• Creative and effective problem-solving skills.
• Excellent time management skills with a proven ability to meet deadlines.
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent organizational skills and meticulous attention to detail.
• Adept at balancing travel demands while achieving key objectives and ensuring consistent work performance.
• Ability to prioritize tasks and to delegate them when appropriate.
• Ability to respond to problems and to assist clients with a calm, courteous, and helpful manner and attitude.
• Thorough understanding of legal regulations and permits required for events.
• Proficient with Microsoft Office Suite or related software.
Education and Experience:
• Bachelor's degree in Hospitality, Meeting, and Event Planning or related field required.
• At least two years of experience in customer service, retail, event and/or experience
planning, or a related field.