Conference & Events Specialist - Associate

Position Overview

This role based in New York is pivotal in shaping and implementing the global event strategy for the business, specifically focusing on organizing and delivering both in-person and virtual events across US Markets, primarily for the Investment Banking division.

Key Responsibilities

• Plan, coordinate, and execute strategic in-person and virtual events involving business partnerships.
• Collaborate with senior meeting planners to support flagship conferences and key high-profile events.
• Work closely with other company divisions, stakeholders, and external vendors to identify event aims and ensure smooth global event execution, including venue management and coordination with internal and agency teams.
• Handle client invitation processes by liaising with senior management and offices.
• Manage event budgets by tracking expenses against purchase orders, reconciling costs, and improving cost efficiency.
• Oversee client experience by optimizing delegate management systems and digital tools; provide insightful, accurate event data reports covering registration and attendance.

Required Skills and Experience

• Minimum 4 years of event planning experience, preferably within the financial sector; expertise in Corporate Access conferences is advantageous.
• Ability to work autonomously while collaborating effectively within a team environment.
• Strong oral and written communication skills complemented by good presentation and organizational abilities.
• Experience managing registration platforms for events.
• Capability to manage multiple projects simultaneously with strong prioritization and multitasking skills.
• Will occasionally travel for event coordination, client meetings, or on-site support.

Preferred Skills

• Familiarity with Eventogy (or CVENT) and Buy the Sell platforms, plus proficiency with SharePoint, Excel, and other Microsoft Office tools.
• Confidence engaging with global stakeholders and diverse external networks at all levels.
• Ability to perform well under pressure.

Additional Information

The role expects physical presence at the New York office aligned with the bank’s hybrid working policy. Reasonable accommodations are offered for candidates with disabilities or religious needs.

Salary range is $65,000 to $105,500 annually, depending on qualifications and experience. This figure does not cover incentive pay or other compensation forms.

The company offers a diverse, inclusive, and collaborative environment with a hybrid schedule balancing office presence and remote work. Employees enjoy comprehensive benefits including health, wellbeing programs, retirement plans, parental and family building leave, as well as personal and volunteer days. Employee Resource Groups support inclusivity and community involvement. Educational support, volunteer programs, and matching gift programs are also provided.

The organization is committed to fair employment practices welcoming applications regardless of race, religion, gender, or other protected characteristics, ensuring a positive and inclusive workplace.