Responsibilities

• Strategically plans and executes Security and Resiliency Initiative (SRI) events to advance client engagement for targeted clients and prospects in key industries.
• Proactively leads invitation and RSVP tracking processes, including invitation creation, testing, and distribution, ensuring timely and accurate attendee communications.
• Diligently owns RSVP lists from multiple data sources (CRMs and registration portals) to guarantee accuracy and completeness.
• Meticulously builds and maintains project plans and operational documents, including invoices and budget tracking, to support event execution.
• Effectively writes and manages event communications, such as host and speaker briefing documents, to ensure alignment and clarity.
• Thoroughly leads production elements, including project plans, venue research and contracting, catering, audio/visual requirements, event collateral creation, name badge production, and packing/shipping.
• Seamlessly liaises with venue and A/V teams onsite, manages registration, and oversees vendor management to deliver a high-quality attendee experience.
• Promptly drafts materials and participates in debrief calls with partner organizations and the business/steering committee to capture learnings and drive continuous improvement.
• Systematically aggregates data and analyzes programs for effectiveness and ROI in partnership with business and marketing centers of excellence (digital, communications, etc.).
• Consistently analyzes RSVP trends, attendance patterns, and engagement metrics to inform and refine event strategy.

Requirements

• Bachelor's degree required.
• Experience in marketing and events.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint, as well as hands-on experience with various CRM (Customer Relationship Management) tools.
• Demonstrated flexibility and ability to adapt to changing priorities; must be able to multi-task and work under tight deadlines.
• Strong sense of personal accountability, professionalism, integrity, and judgment.
• Enthusiastic, proactive, self-motivated, and resourceful.
• Excellent prioritization skills and ability to communicate clearly across a variety of stakeholders.
• Willingness to work early morning and late evening events; some travel required (~25%).
• Excellent oral and written communication skills.
• Exceptional organizational skills and extreme attention to detail.

Preferred

• Financial services experience.