Title: Meeting & Events Planning Manager - Financial Associates and Advisory Groups Type; Remote

Location: Work From Home United States

Job Description:

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.

We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.

Job Description Summary

The Meeting & Events Planning Manager is responsible for organizing and executing a variety of meetings and events for Transamerica's World Financial Group. This person is an individual contributor who is expected to work closely with vendors, travel specialists, marketing and event coordinators to provide the highest customer service to event participants.

Job Description

Responsibilities

Responsible for planning meetings and events for client and employee sales meetings. This includes but is not limited to: company hosted meetings, due diligence meetings, top producer meetings, gatekeeper meetings, sales conferences and company meetings.
Provide on-site event support, before and during events and meetings.
Prepare and oversee company hosted meeting checklists.
Responsible for site selection and food and beverage selection, as well as makes arrangements for audio-visual, transportation and other services.
Provide expertise and guidance regarding event planning issues and processes including but not limited to housing management, food and beverage planning, meeting room sets, audio visual specifications, and travel services.
Research meeting sites, hotels and other vendors to compare services and cost estimates.
Responsible for determining and allocating budgets for conferences and managing the bottom line.
Negotiates and executes contractual agreements with vendors.
Maintain accurate and updated meeting records. Trend historical data for budgeting for future contracts.
Independently coordinate and execute some off-site and in-house meetings or events.
Responsibility to create and manage the registration and mobile app system for each event. Experience with registration software/technology such as Stova or Cvent would be a plus.
Ensure compliance with safety and legal requirements related to events.
Solves complex problems in creative ways; Significant initiative and independent judgment required; makes varied decisions; Operates with substantial latitude for un-reviewed action or decision; Might plan, conduct and supervise assignments, review progress and evaluate results; Exhibits leadership skills; mentors employees across teams.

Qualifications

Bachelor&#39;s degree or equivalent combination of education and experience.
Minimum of 4 years related experience.
Proficient computer skills including e-mail, routine database activity, word processing, Excel, Powerpoint, etc.

Preferred Qualifications

Prefer 8+ years of experience with 4 years managing large, complex events.
Strong interpersonal skills and the ability to work with diverse personalities in a tactful and flexible manner.
Good reasoning skills and sound judgment required.
Ability to effectively handle multiple projects, while meeting related deadlines.
Strong leadership skills, with the ability to organize, analyze and prioritize work assignments.
Event planning in Financial Services industry, a plus.

Working Conditions

Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely.
Moderate overnight travel (up to 30%) by land and/or air. Up to 3 weeks at a time.
Ability to lift and/or carry 25-30 pounds of audio/video equipment and other meeting materials.

Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.

The Salary for this position generally ranges between $100,000 - $120,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

Competitive Pay

Bonus for Eligible Employees

Benefits Package

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportunities

Health and Work/Life Balance Benefits

Paid Time Off starting at 160 hours annually for employees in their first year of service.

Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

Adoption Assistance

Employee Assistance Program

College Coach Program

Back-Up Care Program

PTO for Volunteer Hours

Employee Matching Gifts Program

Employee Resource Groups

Inclusion and Diversity Programs

Employee Recognition Program

Referral Bonus Programs

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

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