Associate Principal, Meetings & Events

Summary

2-3 sentences describing the overall responsibilities.

The Associate Principal, Meetings & Events supports a suite of internal and external events for OCC, each of which is designed to support the company's culture and relationships with valued stakeholders and industry partners. In this role, the Senior Associate supports planning and preparation of all corporate and c-suite meetings, workshops, receptions, retreats, conferences, and other events. This role also supports the execution of stakeholder internal and external engagement strategies.

Primary Duties and Responsibilities:

To perform this job successfully, an individual must be able to perform each primary duty satisfactorily.

Event Support

• Participate in the planning, coordination, and execution of events (virtual, in-person, and hybrid), including managing timelines, logistics, and on-site support.

• Assist in the development of event concepts, agendas, and content, ensuring alignment with stakeholder needs and organizational goals

• Develop strategies to build brand awareness through targeted marketing campaigns, events and execute the appropriate delivery channels

• Coordinate with vendors, venues, and service providers to ensure seamless event delivery

• Contribute to the creation of marketing and communication materials related to events and stakeholder engagement

• Support the creation of presentations, reports, and marketing materials

• Build and maintain strong relationships with vendors, stakeholders, and partners

• Support the execution of stakeholder engagement strategies, including follow-ups and feedback collection

• Assist in developing playbooks, reusable assets, and best practices for sponsorships, conferences, and relationships

• Oversee the conference budget through invoice processing and expenditure tracking.

• Gather, analyze, and report key metrics that are aligned with conference goals to help inform overall strategy.

• Maintain and update databases, ensuring all information is accurate and current

• Support overall strategy by gathering and reporting key metrics

• Facilitate the day-to-day relationships with external vendors(s) as applicable.

Administrative

• Track event budgets and expenses, processing invoices and receipts, as necessary

• Provide administrative support, including calendar management and scheduling meetings

• Oversee and coordinate all administrative aspects of OCC's memberships in industry groups and associations

• Oversee confidential information with discretion and professionalism

• Perform other duties as assigned.

Qualifications:

The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the primary functions.

• Foster a success-oriented, results-driven environment through adaptative problem solving and strategic thinking.

• Ability to collaborate with team members within and outside of the department, including external vendors, exchanges and member firms as needed.

• Effective written and verbal communication, time management and organizational skills.

• Ability to adapt to changing priorities.

• Previous experience managing social media channels (Facebook, Twitter, LinkedIn, and YouTube) preferred.

• Proven work experience in digital marketing (securities industry knowledge) preferred.

Technical Skills:

• Proven proficiency with Microsoft 365 products (Word, PowerPoint, Excel).

• Strong working knowledge of email marketing platforms and analytical applications (Pardot, Google Analytics, Google Tag Manager is highly preferred)

• Familiarity with content management systems (CMS) and customer relationship management systems (CRM) (Kentico, Absorb, Salesforce is preferred).

• Working knowledge of Adobe Creative Suite specifically InDesign, Photoshop, and Illustrator.

Education and/or Experience:

• Bachelor's degree in any field; with a concentration in Marketing, Integrated Marketing or Communications (English preferred) or an equivalent combination of education and work experience.

• Minimum 3-4 years of experience working in a marketing capacity with a strong digital emphasis.

• Minimum 3-4 years of event coordination experience.

• Minimum 3-4 years of experience in business writing and editing.

• Minimum 3 years of experience in project management and operations.

Certificates or Licenses:

N/A

About Us

The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at www.theocc.com.

Benefits

A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include:

• A hybrid work environment, up to 2 days per week of remote work
• Tuition Reimbursement to support your continued education
• Student Loan Repayment Assistance
• Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely
• Generous PTO and Parental leave
• 401k Employer Match
• Competitive health benefits including medical, dental and vision

Visit https://www.theocc.com/careers/thriving-together for more information.

Compensation

• The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education.
• In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer.
• We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on www.theocc.com/careers
• All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed.

Salary Range

Incentive Range

This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance.

Step 1
When you find a position you're interested in, click the 'Apply' button. Please complete the application andattach your resume.

Step 2
You will receive an email notification to confirm that we've received your application.

Step 3
If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location.

For more information about OCC, please click here.

OCC is an Equal Opportunity Employer