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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.
Job Responsibility:
Execute external events end-to-end with direction and oversight from the Associate Director, including: Industry and third-party conferences
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
Build and manage events within platforms such as Cvent, OpenExchange, and similar tools
Handle registration setup, attendee communications, meeting scheduling, badging, and reporting
Maintain clean attendee data and post-event documentation
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
Track and analyze event performance metrics in partnership with the Associate Director
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
Requirements:
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, OpenExchange, 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
Nice to have:
Experience with design or marketing tools (e.g. Figma, Canva)
Familiarity with CRM and marketing platforms (e.g., Salesforce, HubSpot)
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
Comfortable taking direction while owning deliverables
Professional, polished presence in client-facing environments