Sr Associate, Events Manager

Overview

We are seeking a highly organized and execution-focused Senior Associate, Events to support the planning and delivery of our external events portfolio across the financial services ecosystem. This role will work closely with—and under the guidance of—the Associate Director, Events, and will be primarily responsible for the day-to-day execution of industry conferences, bespoke client hospitality events, and owned conferences.

The ideal candidate brings strong operational discipline, experience managing complex logistics, and comfort working in fast-paced, high-touch environments with senior internal stakeholders and external partners.

Event Execution & Operations

• Execute external events end-to-end with direction and oversight from the Associate Director, including:
• Industry and third-party conferences
• Bespoke client hospitality experiences
• Firm-hosted and owned conferences
• Manage event timelines, task lists, run-of-show documents, staffing schedules, and on-site execution plans
• Serve as the primary point of contact for vendors during execution phases and on-site
• Coordinate venues, vendors, AV, catering, signage, transportation, travel, accommodations, and speaker logistics
• Support contract review, invoicing, and budget tracking in partnership with the Associate Director
• Ensure all event details are executed accurately and on brand
• Support on-site execution, troubleshooting, and real-time problem solving

Event Platforms & Systems

• Build and manage events within platforms such as Cvent, Open Exchange
  , and similar tools
• Handle registration setup, attendee communications, meeting scheduling, badging, and reporting
• Maintain clean attendee data and post-event documentation

Cross-Functional Support

• Partner with marketing, sales, investor relations, and executive teams to support event execution and attendee coordination
• Assist with executive and speaker preparation, briefing materials, and on-site support
• Coordinate with design and marketing teams on invitations, signage, digital assets, and event materials

Event ROI & Performance Analysis

• Track and analyze event performance metrics in partnership with the Associate Director, including:
• Attendance vs. registration and target lists
• Meeting volume, quality, and follow-up outcomes
• Client and prospect engagement across event formats
• Budget adherence and cost efficiency by event type
• Compile post-event recaps and dashboards summarizing key outcomes, insights, and learnings
• Partner with sales, marketing, and coverage teams to reconcile attendee data, meetings held, and post-event activity
• Maintain organized records of event performance to inform future planning, budgeting, and prioritization
• Identify trends and opportunities to improve event execution, attendee experience, and overall return on investment

Required

• 6+ years of experience in event planning, event marketing, or experiential roles, preferably within financial services, fintech, or B2B professional services
• Hands-on experience executing:
• Industry conferences
• High-touch client hospitality
• Owned or proprietary conferences
• Proficiency with event management platforms such as Cvent, Open Exchange
  , or similar
• Strong organizational and project management skills with the ability to manage multiple events simultaneously
• Comfortable supporting senior leaders and client-facing events
• Willingness to travel and work extended hours during event weeks

Preferred / Bonus

• Experience with design or marketing tools (e.g.
  Figma, Canva
  )
• Familiarity with CRM and marketing platforms (e.g.,
  Salesforce, Hub Spot
  )
• Strong attention to detail and appreciation for brand and guest experience

• Execution-driven with exceptional attention to detail
• Calm, adaptable, and solutions-oriented under pressure
• Strong communicator and reliable collaborator
• Professional, polished presence in client-facing environments

This is an opportunity to play a critical role in delivering high-impact events at a leading financial services firm, while learning from an experienced Associate Director and gaining exposure to senior leadership, investors, and clients. The role offers meaningful ownership of execution with room to grow into…