Communications Specialist II
TRILLIUM HEALTH RESOURCES
USA (Remote)
$56K/yr - $70K/yrIn-houseFull-timeMid level2+ years exp.
3 hrs ago
Marketing & Communications Coordinator
New York, USA (On-site)
$70K/yr – $100K/yrMid Level2+ years expFull time
Posted 6 months ago
Job Summary
Drive planning and execution of investor events across formats, with sponsor attraction and attendee management at Capstone.
- Must-have: 2–4 years in event management, 100+ attendee experience
- Standout: 20% automation and API integrations, centralized event processes
- Standout: Large-scale, multi-format investor events in financial services
Job Description
Responsibilities
- Event Planning & Execution: Plan, manage, and oversee all phases of investor events across multiple formats, including webinars, breakfasts, lunches, dinners, roundtables, and large-scale summits (300+ attendees)
- Attendee Management: Collaborate with the Client Solutions team to develop and vet attendee lists using Cvent, Backstop, and other event management platforms
- Sponsorship & Revenue Generation: Cultivate and maintain relationships with banks, exchanges, vendors, and investors to secure sponsorship dollars and drive event attendance. Target: $650K in GVS sponsor dollars and 3 new managers for GVS in 2026
- Vendor & Venue Management: Source and secure venues, catering, speakers, vendors, and necessary supplies. Lead contract negotiations to ensure terms align with budgetary constraints and event requirements
- Budget Management: Manage event budgets using Excel, working closely with accounts payable to track sponsorship funds, expenses, and budget overflow. Oversee the accounts payable process to ensure timely vendor payments and receipt of sponsorship fees
- Speaker Coordination: Source, prepare, and support speakers to ensure successful presentations and compelling event agendas.
- Reporting & Analytics: Report weekly on event attendees using event registration platforms and CRM systems (Cvent, Backstop). Develop comprehensive reports for stakeholder review
- Process Optimization: Drive 20% automation and 100% centralization of event processes (internal and external events). Implement Cvent/Backstop API integration and transition to a new webcast provider in 2026
- Digital Marketing for Events: Develop and execute digital marketing campaigns to promote events, including LinkedIn posts, email invitations, reminders, and distribution list management
- Thought Leadership Content: Support the development of compelling event agendas, including speaker sourcing, topic ideation, and speaker preparation to position Capstone as a thought leader in the investment community
- Website Management: Update and maintain event pages, registration forms, and related web content to ensure a seamless user experience
- Communication Strategy: Develop and implement comprehensive communication strategies across websites, invitations, reminders, and social media channels to maximize event attendance and engagement
- Brand Compliance: Collaborate with the Graphic Designer to ensure all event materials adhere to Capstone's Brand 2.0 guidelines
Requirements
- 2-4 years of experience in event management, preferably in investor relations, corporate events, or the financial services sector
- Proven track record of managing large-scale events (100+ attendees) across in-person, hybrid, and virtual formats
- Strong budget management skills, including experience tracking expenses, managing vendor payments, and optimizing costs
- Proficiency in event management platforms (Cvent preferred) and CRM systems (Backstop or similar)
- Excellent negotiation skills and experience managing vendor relationships
- Strong project management abilities with the capacity to manage multiple events simultaneously and meet tight deadlines
- Exceptional communication and collaboration skills, with the ability to work cross-functionally across teams
- Experience with digital marketing and social media promotion (LinkedIn, email campaigns)
Preferred
- Experience in investor relations, corporate events, or the financial services sector (preferred)
- Cvent experience is preferred for event management
Benefits
- Training and development opportunities
- Robust Wellness Resources: Physical, Mental and Financial
- Time-Off, Retirement and Commuter Benefits
- Gym Reimbursement and other Discounts
Capstone Investment Advisors
3.0 Glassdoor
We are a forward-thinking global asset manager, dedicated to exploring alpha opportunities in derivatives and complementary strategies that persist across market cycles. Together with our investors we explore the overlooked to innovate new strategies and solutions in pursuit of differentiated returns and outcomes.
Founded in 2004
New York, New York, USA
396 employees
39% recommend to a friend
37% CEO approval
Salaries
Posted range
$70K/yr – $100K/yr
Taken straight from the job posting.
Traffic Signals
Monthly Visitors
19.2K
Traffic Source Mix
Search
42.1%
Direct
48.2%
Referral
6.5%
Social
1.7%
Paid
1.4%
Headcount Trend
Current headcount: ~398
Recent News
Links
This role is listed on SalaryGuide for informational purposes. SalaryGuide is not the employer, recruitment agency, or hiring representative for this position. Hiring decisions and the application process are managed by the employer. SalaryGuide will never ask candidates to pay to apply for a job or request bank details or identification documents as part of an application.
