IB Marketing – Event Specialist

Job Reference #

334403

City

New York

Job Type

Full Time

Are you a strategic thinker and able to execute independently on projects, as well as effectively work within a strong team environment? Are you a specialist who will act as planner for conferences and/or roadshows either as lead or in partnership with another specialist on the team?

• Act as lead planner and/or co-planner on a diverse allocation of programs within the conference product for multiple businesses within the Investment Bank
• Prepare multi-faceted budget forecasts and manage approval processes
• Liaise with event stakeholders, internal partners and support teams, directing process, building relationships and upholding team/functional credibility
• Plan and execute all conference logistics including venue negotiations, proposals and contracting, timelines, budget planning and reconciliation, content development and speaker management, marketing materials and web development, RSVP management and reporting, agenda creation, audio‑visual, event technology, entertainment, transportation, VIP handling, sets, signage and environmental design, premiums and post‑conference summaries
• Work in tandem with Corporate Access team on investor days and institutional conferences to support logistics for 1x1 meetings, client marketing communications development and distribution, expert speaker engagement, agenda supervision, registration oversight and reporting
• Oversee analyst deliverables and participating company commitments and activity when building out investor conference agendas
• Liaise with corporate client investor relations teams regarding conference participation and logistics
• Work with preferred technology tools to build budgets, create and send conference and event communications, develop microsites, collect registrations, pull data and formulate reports
• Work with Marketing Strategists to develop tailored, signature conference and event opportunities, in line with business, country and brand objectives, as well as those firm‑wide

• New York: the salary range for this role is $168,750 to $206,250

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit

We are open to applications from career returners. Find out more about our program on

Event Marketing (EM) supports the Investment Bank in the planning and execution of conferences, events and roadshows in collaboration with several key partners including Marketing Strategy, Marketing Production, Media Relations / Corporate Communications, Sponsorship and Corporate Access, as well as EM counterparts within UBS Wealth Management. The EM specialist will act as planner for conferences and/or roadshows either as lead or in partnership with another specialist on the team.

The conference and roadshow products consist of investor days, thought leadership seminars, third party sponsor ships and large‑scale global institutional conferences. Planner should be both comfortable following process, abiding by policies and best practices, but should also look to innovate and reinvent, as well as inspire and mentor the team.

• Ideally 10‑15 years conference & event planning experience within Financial Services, preferably at a bulge bracket investment bank(s)
• Undergraduate degree(s), advanced study or certification(s) in event management a plus
• Able to effectively juggle multiple projects in various stages of development
• Inspire confidence and be able to influence internal clients to desired outcome
• Enjoy working closely with a diverse range of clients, establishing their needs and tailoring a program of events to meet exact requirements
• Able to work across organizational borders – need to liaise with colleagues in other areas with perhaps different objectives or approaches
• Able to appreciate and work easily with regional variance and cultural differences
• Exceptional communications skills in terms of leading…