Responsibilities

• NAV-hosted Events: Plan, produce, and execute NAV-hosted events across formats —receptions, seated dinners, panels, golf outings — in key markets including New York, Chicago, and emerging locations (DC, West Coast).
• Partner Events: Manage co-hosted events with audit firms, law firms, Outsourced CFO firms, and prime brokers. Own the partner relationship for event logistics, guest lists, and co-branding.
• Conference Strategy: In partnership with Marketing and Sales, evaluate and prioritize NAV’s participation in industry conferences based on target audiences, strategic alignment, lead-generation potential, and expected ROI. Manage logistics, speaking opportunities, and on-site staff.
• Pipeline & Revenue Accountability: Track event-sourced leads and conversions. Build and maintain attendance details to report on event ROI.
• Outreach & Audience Development: Build targeted invite lists, manage outreach campaigns for event attendance, and develop strategies to attract new attendees. Drive registrations with the marketing and email teams.
• Event Segmentation: Develop segment-specific event programming across NAV’s core verticals — hedge funds, digital asset funds, private credit/PE — that is tailored to the audience’s seniority and interests.
• Vendor & Venue Management: Source and manage venues, caterers, AV, signage, swag, and all third-party vendors. Negotiate contracts and manage event budgets.
• Flagship Event Development: Partner with the Senior VP of Marketing to conceptualize and launch NAV’s signature annual event and, build on precedent set by prior company-hosted gatherings.
• CRM & Data Hygiene: Ensure event data flows back into the CRM — attendance records, lead status, and follow-up actions. Partner with sales operations to close data gaps around client geography and event history.

Requirements

• 6+ years of progressive experience in B2B event marketing, ideally within financial services, fund administration, banking, fintech, or professional services.
• Proven track record of planning and executing multi-format events with measurable business outcomes.
• Experience managing partner and co-sponsor relationships with professional services firms, audit, legal, prime brokerage are preferred.
• Demonstrated proficiency with event marketing platforms, CRM systems, and marketing automation tools to manage attendee data, support event campaigns, and track event-sourced pipeline and ROI
• Willingness and availability to travel 30-40% to support events across the United States, with occasional international travel.
• Bachelor’s degree in Marketing, Communications, Business, or a related field, or equivalent experience

Preferred

• Strong project management skills and experience managing multiple events simultaneously in different planning stages.
• Highly organized with sharp attention to detail on logistics, timelines, budgets, and vendor contracts.
• Demonstrated experience managing competing priorities independently, communicating progress clearly, and collaborating with cross-functional stakeholders.
• Excellent written and verbal communication skills; able to draft event copy, partner outreach emails, and executive briefing materials.

Benefits

• Healthcare benefits start on Day One, subject to plan terms and eligibility requirements:
• Medical, dental, vision, and life insurance.
• Short term disability insurance.
• Paid time off designed to support meaningful time away from work provided by teammates and colleagues.
• Interesting work in a collegial environment for a rapidly growing company.