Responsibilities

• Manage all aspects of client and prospect events including: invitation process; compliance reviews; logistics; on-site client interaction; budget maintenance; gift, venue, décor, and menu selection; maintenance of salesforce.com CRM database; post-event follow-up.
• Provide senior management with detailed client briefings to create a conducive atmosphere for dialogue and to incorporate into overall strategies
• Use post-event feedback to determine best practices for future events including researching and conducting competitive benchmarking
• ROI: track post-event impact on client revenues, client acquisition and client relationships.
• Approximately 20% travel
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Requirements

• 2-5 years relevant experience
• Bachelor's Degree, Marketing / Event planning experience with financial services
• Solid understanding of financial products and services
• Excellent written and verbal communication skills
• Strict and careful attention to detail
• Ability to manage priorities
• Ability to pinpoint key performance indicators to determine if events was successful
• Ability to think strategically and ex
• Bachelor's/University degree or equivalent experience