Responsibilities

• Provide strategic guidance on the events pipeline for the Family Capital team – including experience design, proposing new activation concepts, opportunities for content amplification, and more.
• Lead &/or support 4+ mid-high complexity events each year – including project management, oversight of the broader working group, content development, creative development, experiential activations, amplification strategies, project plans, budgets, and more.
• Partner with business stakeholders in developing Event Briefs - ensuring events are directly aligned to commercial outcomes, including relationship deepening, client engagement, and pipeline generation.
• Design and deliver a mix of high-touch, curated experiences (e.g., private roundtables, next-gen forums, thought leadership salons, and bespoke activations) tailored to the Family Capital audience.
• Have a holistic understanding of the broader Global Events Calendar and identify opportunities for potential synergy, cross-collaboration, and content syndication within your business function.
• Measure and optimize event impact using defined measurement framework (e.g., attendee quality, engagement, content reach, and contribution to commercial outcomes)

Requirements

• 8+ years of related experience in Event Marketing / Brand / Experiential Activations
• Experience in financial services or regulated environments preferred
• Highly proactive and solutions-oriented, with the ability to operate independently and navigate ambiguity in a fast-paced, matrixed environment.
• Able to strategically balance innovative “big picture” thinking with tactical execution
• Experience leading and influencing at all cross-functional levels of an organization
• Comfortable in a multi-stakeholder environment across various time zones
• Excellent communicator – verbally and written – with refined executive presence
• Willing to travel for In-Person activations, as needed (approximately 20%)
• Proficient in Microsoft Office suite, including OneDrive, in addition to event technology platforms – i.e. Cvent.

Preferred

• Experience in financial services or regulated environments (preferred)
• Ability to leverage AI tools to enhance event strategy, content development, audience targeting, and post-event insights—demonstrating curiosity and adaptability in a rapidly evolving landscape.

Benefits

• strong retirement plan
• tuition reimbursement
• comprehensive healthcare
• support for working parents
• Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.