Responsibilities

• Insight-Driven Event Planning: Develop and implement comprehensive event and sponsorship programs aligned with asset management business goals, market trends, and target audience needs.
• End-to-End Execution: Drive planning, coordination, and execution of a diverse portfolio of events, including large conferences, intimate roundtable events, client receptions and industry sponsorships, from concept to post-event analysis.
• Client Experience & Engagement : Own the end-to-end client experience at every touchpoint, ensuring each event delivers a seamless, elevated, and memorable experience that reflects the firm’s commitment to its clients.
• Stakeholder Management: Build strong relationships and effectively manage expectations with internal senior leaders (e.g., Partners, Portfolio Managers, Sales Heads) and external partners (e.g., vendors, conference organizers, media).
• Budget Management: Oversee event budgets, ensuring cost-effective solutions and maximizing ROI for all initiatives.
• Vendor Negotiation: Identify, evaluate, and negotiate with vendors, venues, and suppliers to secure optimal terms and services.
• Content Collaboration: Partner with marketing, sales, and investment teams to develop compelling event content, speaker prep, and promotional materials.
• Performance Measurement: Track, analyze, and report on event performance metrics, providing insights and recommendations for continuous improvement.
• Brand Representation: Ensure all events and sponsorships consistently reflect the firm's brand identity and high standards.
• Self-Directed Project Management: Independently manage multiple projects simultaneously, demonstrating strong initiative, problem-solving abilities, and attention to detail.

Requirements

• Bachelor’s degree in Marketing, Communications, Business Administration, or a related field.
• 5-8 years of experience in event marketing; financial services or asset management industry preferred
• Demonstrated success in leading and executing complex proprietary events and sponsorships.
• Exceptional communication (written and verbal), presentation, and interpersonal skills.
• Proven ability to interact confidently and effectively with very senior internal and external stakeholders.
• Keen attention to detail.
• Strong project management skills with the ability to prioritize, multi-task, and meet deadlines in a fast-paced environment.
• Genuine passion for client experience — a natural instinct for anticipating client needs and elevating every interaction
• A self-starter with a proactive approach, capable of working autonomously and taking ownership of initiatives.
• Willingness to travel as required for events.
• Team player with ability to build trust across functions and contribute positively to team culture
• Understanding of Asset Management products and client segments across asset classes

Preferred

• Proficiency in event management software and CRM systems is a plus.