Careers at FSR
This position is responsible for developing a strategic overview and plan for all Financial Services Roundtable (FSR) meetings and events. This includes the Annual Spring and Fall Conferences as well as ongoing external and internal events throughout the year. As a highly visible representative of FSR, the incumbent interacts with members, speakers, conference attendees and employees of FSR.
Position Functions and Responsibilities
To perform this job successfully, each essential duty and responsibility must be performed satisfactorily. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential functions. Other duties may be assigned to meet business needs.
Essential Functions and Responsibilities
- Generate ideas and concepts for FSR meetings that captivate members and stakeholders while driving the organization’s agenda.
- Provide creative and original approach to the planning and execution of all events.
- Develop overall annual plan for both external and internal meetings and events.
- Create and manage budget related to execution of annual plan.
- Develop detailed timeline for execution of all steps in planning for the Annual Spring and Falls Conferences.
- Secure guest speakers and provide briefing details.
- Supervise Meetings and Events team and assist in preparation for all events as needed.
- Plan and manage in-house meetings and ongoing outside events to include receptions, dinners, luncheons and special events.
- Cultivate and maintain vendor relationships and negotiate service and hotel contracts.
- Interface with member representatives and their Executive Assistants.
- Collaborate with FSR staff from each departments to help plan their respective meetings and events.
- Write letters, memos and correspondence for FSR events and answer written and phone inquiries.
- Collaborate with Communications and Membership Departments on the printing of conference materials.
- Director of Meetings, interns, and vendors
Knowledge, Skills and Abilities
- Knowledge: Understanding of FSR mission and place in the market; familiarity with FSR membership and their needs; knowledge of the Washington, DC marketplace in regard to venues and outside event planning; knowledge of speakers and contributors who are appropriate to FSR subject matter.
- Skills: Excellent communication skills to include maintaining strong relationships with members and staff; computer skills to include all MS products and planning tools; strong written skills to include grammar and general communications; skills in budget preparation and monitoring actuals against budgeted expenses.
- Abilities: Strong organizational and planning abilities; ability to coordinate multiple steps and tasks related to an event; strong multi-tasking focus with ability to handle quickly changing priorities.
Position Experience Requirements
- 7+ years working as a meeting and events planner with responsibility for multiple events during each month.
- 3+ years of management experience in a meeting and events capacity.
- 2+ years experience in the financial services industry through meeting and events planning or in another direct capacity.
- Experience interacting with the type of membership base that FSR is supporting and their special requirements and interests.
- Strong experience multi-tasking and providing solutions in difficult, fluid situations.
- Track record providing superb customer service and interacting at all organizational levels.
- BS in Business or a related field required.
- Master’s degree preferred, but experience may be substituted.
- General office environment.
- May be required to lift boxes up to 20 pounds and help to set up tables and exhibits.
- Occasional business travel required.
This position description should not be construed to imply that the requirements are the sole standards for the position. Incumbents are expected to perform all other duties as required.
Financial Services Roundtable (FSR) is currently seeking full-time interns for Summer 2014. Interns are based in Washington, D.C., and are paid on a biweekly basis during their time with the Roundtable. Interns are assigned a department at the FSR to work in; examples include Government Affairs, BITS (our technology policy division), Regulatory, Communications, Corporate Social Responsibility, and Member Services. The length of the internship is flexible, but it is preferred that candidates be available to start in May and finish in August.
An internship with FSR is a valuable experience that imparts upon its participants a workable knowledge of the financial services sector, the legislative process, and the regulatory bodies that formulate practices for the industry. FSR prides itself on making sure its internship program is both engaging and educational. FSR, being the prestigious and reputable organization it is, expects work product, dedication, and commitment of the highest caliber from its interns.
In order to be considered for an internship, please submit a resume and cover letter. In your application materials, please indicate at least 3 departmental preferences from the following:
- BITS, FSR’s technology policy division
- Corporate Social Responsibility
- Government Affairs
- Housing Policy Council, FSR’s housing policy division
- Membership Services
- Regulatory Affairs
Should your qualifications and credentials match an open position at FSR, you will be contacted by a staff member. Questions regarding FSR internships or the application process can be directed to info@FSRoundtable.org.