Notes To Applicants
- Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
- Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
- Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
- If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
Job Description
The position manages continuing education offerings, program sponsorships, and execution of events to support the firm’s strategic goals. Dimensional events are an integral part of both our internal training and personnel development, as well as our go-to market strategy for new business and client relationship development. A successful candidate will have extensive knowledge of corporate event planning, continuing education programs tailored for financial professionals, industry standard best practices for program management, and an understanding of learning management systems.
Responsibilities
Continuing Education
- Manage continuing education offerings to include credit issuance, sponsorships, registrations, archives, audits, and facilitator training.
- Act as subject matter expert for CE policies, program compliance, and industry standards with current sponsorships under CFP Board, NASBA, Investments & Wealth Institute, and other financial accreditation services.
- Perform ongoing research of common finance industry designations to determine if the firm would benefit from adding to current portfolio of CE sponsorships.
- Develop and implement a comprehensive program management strategy as it relates to event logistics and sponsorship compliance.
- Design and implement support SOPs for accreditation processes pertaining to live CE offerings.
- Follow detailed procedures and maintain a system of records to ensure accuracy in documentation of certificates of completion, surveys, participation data, presentation eligibility, and attendee feedback.
- Coordinate facilitators, deliverables, and administrative support for [sales] channel driven CE offerings.
- Act as a guest administrator for virtual CE courses.
- Provide training and technical support to users, administrators, and others who interact with live CE offerings.
- Conduct routine assessments to identify industry best practices and program gaps, and address solutions or program refinements in a timely manner.
- Manage coordination and delivery of CE programs to ensure they are effectively implemented as directed by the Client Communications management team.
- Ensure consistency of CE delivery for live offerings across the enterprise.
- Evaluate and measure the impact of CE delivery and provide quarterly reports to sales leadership with recommendations for program changes and/or enhancements.
- Track YOY employee time costs relative to credit issuance for CE programs.
- Audit the facilitation of live programs (face-to-face and virtual) to ensure program compliance and quality control.
- Develop, lead, and administer a train-the-trainer program to build competency among facilitators and key stakeholders.
- May be assigned to attend conferences to support continuing education needs.
Event Management
- Navigate logistics, contracting, catering and audio/visual needs related to internal and external events, including learning sessions, new hire orientations, diversity and inclusion, multi-regional engagements, social gatherings, and more.
- Ensure continued compliance with documented event processes, life safety procedures, and other firm policies and procedures.
- Maintain quality control for digital marketing deliverables, including proofreading and adherence to brand standards.
- Delegate event tasks as needed to planners or supporting business partners while maintaining awareness of local event calendars, timelines, and resource needs.
- Maintain hands-on involvement and service-minded approach throughout the event lifecycle, including a willingness to roll up sleeves and support the broader team as needed to stay on schedule.
- Manage event budgets, invoices, and cost allocations for event portfolio.
- Create and manage custom websites for live and virtual events using provided event management software.
- Work in tandem with Broadcast team to deliver high quality webcasts and virtual events across multiple regions.
- Liaise with local catering manager or preferred vendor to ensure food and beverage requests are correct, clearly labeled, and dietary restrictions are properly addressed.
- Maintain centralized dashboard to track global event metrics.
- Ensure excellent communication standards between co-workers, peers, and managers while navigating conflicts or disagreements in a professional and timely manner.
- Embody departmental core attributes, team culture, and the firm’s guiding principles to lead by example.
- Willingness to work in-office or travel on Mondays or Fridays as needed.
Qualifications And Experience
- Bachelor’s degree
- 8 years of experience within the corporate events or hospitality industries with a minimum of four years in event operations or management.
- Self-starter who is an independent thinker capable of managing multiple timelines in a fast-paced environment.
- A strong performer who consistently strives to deliver high quality results.
- Ability to work with C-level executives, regional leadership, employees, clients, and prospects.
- Excellent communication and interpersonal skills.
- Exceptional organization, time management, and follow-through skills.
- Eye for details and quality control.
- Strong computer skills (MS 365, Cvent, GlobalMeet) and ability to learn programs as needed.
- Advanced understanding of continuing education program management, learning management, or similar.
- Advanced understanding of support needs for meetings of all sizes.
- Knowledge of finance industry a plus.
- Minimal travel required, if any.
SCOPE & DIRECT REPORTS
The incumbent in this role primarily acts as an individual contributor but the scope may be expanded to include specific areas of focus, vendor management, or 1-2 direct reports
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.
