Meetings & Events Coordinator

Job Description

Job Description

Salary : $60 - $65K Annual Salary

The Investment Adviser Association (IAA), the leading association dedicated to advancing the interests of investment advisers, is seeking a full-time Coordinator, Operations & Meetings.

Founded in 1937 as the Investment Counsel Association of America, the Investment Adviser Association is a not-for-profit organization that has exclusively represented the interests of fiduciary investment adviser firms for more than eight decades including playing a major role in the enactment of the Investment Advisers Act of 1940, the federal law regulating our industry.

Our members range from global asset managers to the medium- and small-sized firms that make up the majority of our industry. Together, the IAAs members manage more than $35 trillion in assets for a wide variety of clients, including individuals, trusts, investment companies, private funds, pension plans, state and local governments, endowments, foundations, and corporations.

Position Summary

The Meetings & Events Coordinator supports the execution of IAA's conferences, meetings, and workshops, ensuring seamless logistics, technology integration, and attendees engagement. Reporting to the Vice President of Meetings and Events, this full time role requires standard business hours, with occaisonal extended hours - including evenings and weekends - before and during peak event periods. The ideal candidate is highly organized, detail oriented, and adept at managing event technology, virtual meetings, and attendee communications.

Experience

Events

• Serve as primary platform coordinator for Salesforce / events platform, managing event creations and day-to-day platform optimization;
• Coordinate the online aspects of event set-up and website verbiage with Marketing / Communications team;
• Create, prepare, and coordinate shipment of all deliveries and materials for in-person and virtual events, ensuring accuracy, timeliness, and professional presentation;
• Manage Continuing Education applications, approvals, and reporting - coordinate with back-up support by independent contractor;
• Manage process of survey and evaluations related to events with Marketing / Communications team;
• Register attendees for invitation -only and other complimentary attendee events;
• Manage all aspects of IAA virtual meetings and webinars for legal and regulatory, business topics and other educational and informational webinars;
• Handle event technology tools for relevant events;
• Organize logistics for roundtables and committee meetings as assigned;
• Serve as liaison between an advocacy communications firm and IAA for the annual Adviser Advocacy Day, helping to coordinate meetings between IAA members and legislators;
• Assist with pre- and post-meeting details, surveys / evaluations and reports;
• Provide on-site event support as requested;
• Provide customer service for event-related questions; and
• Assist VP, Meetings & Events with other tasks as necessary.

Operations

General

Required Education

Preferred Experience

Preferred Skills and Qualities

More Details

This position permits a flexible but consistent schedule during normal work hours from 9 : 00 am - 5 : 00 pm ET. The IAA currently offers a hybrid work arrangement with the office located on Connecticut Avennue NW in Washington, DC. For this postition, two full days in the office each week are required. Some scheduling flexibility may be needed to manage virtual webinars remotely. Additional time may be required immediately prior to the annual conference. Additional hours will be required on-site at the annual Compliance Conference event in Washington, DC.

The IAA is a great place to work, with a strong collegial environment and historically excellent employee longevity. Consider becoming an integral part of the IAA team!

Applications will be considered on a rolling basis with a deadline of November 30. Local applicants only. No telephone calls please. EEO. No recruiting agencies.