Event Operations Specialist - Registration

Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job summary
The Event Operations Specialist - Registration is our Cvent specialist for external events and campaigns. You own the Cvent registration experience from start to finish: building registration sites, managing invitations and attendee data, supporting check-in at live events when necessary, setting up registration for events run by other team members, and making sure every, campaign, registration, and attendance record flows cleanly (and accurately) into Salesforce. You also manage your own portfolio of virtual events, and you act as the department’s project manager, keeping work organized and helping streamline how the team operates. You work closely with the email marketing team, the content team (copywriters, designers, and others), local offices, and event specialists to make registering for a Mercer Advisors event convenient, polished, and on brand.
Essential job functions
Cvent registration site build and administration
Build and launch Cvent registration websites, forms, and confirmation pages for in-person, virtual, and hybrid events, using reusable templates that reflect Mercer Advisors branding.
Partner with the content team (copywriters, designers, and others) on registration site copy, imagery, branding, and request, review, and approve assets so every site is polished and on brand.
Partner with the email marketing team to align registration sites with invitation, reminder, and follow-up emails, coordinating timing, messaging, links, and registration tracking before each send.
Configure Cvent registration paths with conditional logic, multiple attendee types (such as clients, prospects, guests, and team members), capacity limits, waitlists, and approval workflows.
Test every Cvent registration site end to end before launch, proofing content, logic, confirmation emails, and reporting for accuracy.
Serve as the Cvent power user for local events, maintaining account standards, templates, user access, and data integrity, and documenting the build process so others can follow it.
Confirm registration pages and communications meet accessibility, privacy, and compliance requirements.
Attendee management and communications
Manage the attendee experience from invitation through post-event follow-up, using Cvent for invite sends, RSVP tracking, confirmations, reminders, and waitlist management.
Establish and maintain invitation lists in partnership with local offices and the email marketing team, and provide registration data and segments that support targeted sends.

Skills
Email Marketing, Salesforce