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This newly created role partners closely in shaping and supporting the strategic direction and oversight of Corporate & Investment Banking’s client engagement strategy, with responsibility for managing a team of professionals aligned to these initiatives. The position will be responsible for ideation, strategic oversight and end‑to‑end project management for high‑impact client events—guiding key stakeholders, maintaining timelines, managing budgets, and delivering measurable outcomes. It partners closely with the event management, communication and marketing teams to deliver an integrated engagement approach that strengthens client relationships and advances business goals.
Job Responsibility:
Lead end‑to‑end delivery of client engagements that align with business objectives and senior leader priorities
Ensure consistency across all engagements, including client experience, messaging, governance, and execution standards
Partner with key stakeholders to define engagement objectives, success metrics, and strategic outcomes
Identify new engagement opportunities that provide differentiated, high‑impact client experiences
Prepare senior leaders with executive briefings and engagement logistics
Collaborate with communications, marketing, and event management teams to deliver an integrated engagement and maximize impact
Direct the tracking and management of client nominations, invitations, and registration data
Guide content development efforts across engagements, sharing best practices, contributing ideas, and coordinating key contributors to create compelling, thought‑provoking content
Produce post‑event reporting with actionable insights to measure engagement effectiveness and inform future strategy
Lead, coach, and develop a team of geographically dispersed professionals
Requirements:
4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
2+ years Leadership experience
Nice to have:
Experience managing high‑visibility client engagement initiatives with tight deadlines
Experience delivering client‑facing engagements including C-suite events and industry conferences
Experience managing project budgets, developing forecasts, and analyzing variances
Experience preparing executive-level briefing materials and synthesizing insights
Experience building strong relationships and collaborating across large organizations
Experience leading, high-performing geographically dispersed teams
What we offer:
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance