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Events Marketing Specialist

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Our large financial services client located in midtown is seeking an Events Marketing Specialist for a temp to hire contract position.

Event Marketing (EM) supports the Investment Bank (Fixed Income Rates and Credit – FRC, Equities – EQ and Corporate Client Solutions – CCS) in the planning and execution of conferences and events in collaboration with several key partners including Marketing Strategy, Marketing Production Corporate Communications, Sponsorship and Corporate Access, as well as EM counterparts within Wealth Management.

The EM specialist will act as planner for both conferences and events, averaging 15 – 20 annually, either as lead, directing a team and/or in partnership with another specialist on the team.  The conference product consists of investor days, though leadership seminars, third party sponsorships through to  large-scale global institutional conferences.  Events include client hospitality programs and entertainment, sponsorship activation, CEO town halls and internal summits, activity outings, bespoke client experiences, dinners, receptions and ticket allocation.  Should be both comfortable following process, abiding by policies and best practices, but should also look to innovate and reinvent, as well as inspire and mentor the team.


7+  years conference & events planning experience within Financial Services, preferably at a bulge bracket investment bank(s)

Undergraduate degree(s), advanced study or certification(s) in event management a plus


–       Act as lead planner and/or co-planner on a diverse allocation of programs within the conference and event products for multiple businesses within the Investment Bank

–       Prepare multi-faceted budget forecasts and manage approval processes

–       Liaise with event stakeholders, internal partners and support teams, directing process, building relationships and upholding team/functional credibility

–       Plan and execute all event and conference logistics including venue negotiations, proposals and contracting, timelines, budget planning and reconciliation, content development and speaker management, marketing materials and web development, RSVP management and reporting, agenda creation, audio-visual, event technology, entertainment, transportation, VIP handling, sets, signage and environmental design, premiums and post-conference summaries

–       Work in tandem with Corporate Access team on investor days and institutional conferences to support logistics for 1x1 meetings, client marketing communications development and distribution, expert speaker engagement, agenda supervision, registration oversight and reporting

–       Oversee analyst deliverables and participating company commitments and activity when building out investor conference agendas

–       Liaise with corporate client investor relations teams regarding conference participation and logistics

–       Work with preferred technology tools to build budgets, create and send conference and event communications, develop microsites, collect registrations and pulling data and formulating reports

–       Work with Marketing Strategists to develop tailored, signature conference and event opportunities, in line with business, country and brand objectives, as well as those firm-wide

–       Collaborate with Strategists and business stakeholders on thematic content discussions, contributing with well imagined/researched recommendations, pricing and proposals

–       Facilitate design of marketing materials complying with corporate identity and global standards

–       Organization of global sponsorship activation inclusive of sport, art and other cultural partnerships, along with corresponding ticket allocations

–       Oversee conferences and events onsite to ensure flawless execution; anticipated travel 5 – 7 times annually

–       Manage special projects related to expertise

–       Foster relationships with vendor and hospitality partners

Key Competencies

–       Must be a strategic thinker and able to execute independently on projects, as well as effectively work within a strong team environment

–       Excellent organizational skills and strong attention to detail

–       Able to effectively juggle multiple projects in various stages of development

–       Inspire confidence and be able to influence internal clients to desired outcome

–       Enjoy working closely with a diverse range of clients, establishing their needs and tailoring a program of events to meet exact requirements

–       Able to work across organizational borders - need to liaise with colleagues in other areas with perhaps different objectives or approaches

–       Able to appreciate and work easily with regional variance and cultural differences

–       Exceptional communications skills in terms of leading meetings and calls, daily interactions and written communications

–       Comfortable operating with senior individuals

–       Able to understand mentality of a large corporate

–       Patient, able to calmly assess situations and act in the best interests of the team/internal client/firm – manage frustration levels well. Able to step outside contentious situations and be practical

–       Enthusiastic approach

–       Real team player - has belief in collective ownership and collective success

–       Needs to be fully conversant with Microsoft Office

–       Excellent logic and problem solving in terms of budgets and reporting

–       Able to negotiate with suppliers to achieve best price – but also realize where quality cannot be compromised

–       IT proficiency

–       Basic to advanced business acumen within the financial services and/or investment banking space

–       Comfortable with creative design processes – managing the creation of collateral from concept through to production


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