Responsibilities

• Design and produce on-brand marketing collateral for firm events, including key conferences (JPM, HLTH, HPE etc.), the Annual Investor Meeting, offsites, and team events — invitations, save-the-dates, signage, name badges, and social graphics.
• Support event logistics from a marketing lens — proofing materials, coordinating branding elements, and ensuring signage, nametags, and collateral are ready for on-site execution.
• Track creative and production timelines for events, flagging print or design deadlines and coordinating with vendors on branded materials as needed.
• Coordinate with internal stakeholders (leadership, IR/Marketing) to ensure event materials align with firm messaging and priorities.
• Support post-event follow-up, including compiling photos and recap content, and ensuring relevant materials are added to marketing files, CRM notes, and other platforms.
• Plan, coordinate, and execute the firm's full event calendar, including key conferences (JPM, HLTH, etc.), Annual Investor Meeting, Internal Offsite Strategy Sessions, team-building events, brand-building happy hours and more.
• Manage event logistics end-to-end: venue sourcing and contracting, catering, A/V, guest lists and RSVPs, invitations, signage/ nametags and on-site execution.
• Own event budgets end-to-end, including negotiating vendor and venue contracts, tracking spend, and identifying cost efficiencies.
• Conduct post-event debriefs and maintain a playbook of vendors, venues, and lessons learned to make each subsequent event smoother.
• Collaborate with IR/marketing to make sure all relevant information is included in internal reporting, CRM notes, and other relevant platforms.

Requirements

• 1-3+ years of experience in marketing, events, communications, graphic design, or a related field — ideally within financial services, professional services, or a similarly fast-paced environment.
• Working knowledge of Canva or similar design tools for creating polished, on-brand marketing and event collateral.
• Familiarity with website content management systems (CMS) and comfort picking up new platforms and tools.
• Exposure to social media content creation and scheduling; interest in growing skills in this area.
• Exceptional organizational skills with strong attention to detail and the ability to manage multiple priorities and deadlines simultaneously.
• Strong written and verbal communication skills; comfortable collaborating with colleagues across the firm, including senior leadership.
• Demonstrated experience owning event budgets end-to-end, including vendor negotiation and contract management.
• Proven experience planning and executing events of varying scale, from intimate offsites to larger investor conferences, with minimal oversight.
• A proactive, detail-oriented attitude and genuine enjoyment of creative and brand-focused work.
• An eye for design and consistency, with a strong sense of what makes materials look polished and on-brand.