Event Planner - Financial Services

Key Responsibilities

• Support the planning, coordination, and execution of client-hosted events, ensuring smooth operations across all phases
• Aid in managing event elements including venue research, logistics coordination, vendor communication, and production support
• Develop and maintain detailed timelines, run-of-show documents, and task trackers to support successful delivery
• Ensure all event components align with brand standards and quality expectations
• Provide on-site support for event execution, helping to troubleshoot and ensure a seamless attendee experience
• Support communication between the agency team and client stakeholders across assigned projects
• Participate in status updates and help track progress, action items, and key deliverables
• Collaborate with internal teams and external partners to ensure alignment and timely execution
• Build an understanding of client objectives and contribute to delivering against those goals
• Assist in coordinating guest-facing elements such as registration, communications, and on-site experience
• Support execution of ancillary experiences including dinners, receptions, and hospitality moments
• Help ensure a polished, detail-oriented experience from arrival through departure
• Support budget tracking and reconciliation, ensuring accuracy and organization across project spend
• Assist in sourcing vendors, gathering proposals, and coordinating logistics with partners such as venues, catering, and AV
• Manage vendor communications and ensure deliverables are met
• Identify potential issues and escalate to senior team members as needed
• Support contingency planning and assist with on-site problem solving

Qualifications & Experience

• 3-7 years of experience in high-profile event production, preferably within financial services
• Exceptional verbal and written communication skills—must be clear, concise, and professional in all interactions
• Prior experience managing complex travel logistics and high-profile guest services with attention to detail and discretion
• Strong organizational skills with the ability to manage multiple projects simultaneously and meet tight deadlines
• Experience working with C-Suite executives or high-net-worth individuals preferred
• Proven ability to develop and present high-level reporting to senior leadership
• Problem-solving mindset with the ability to remain calm under pressure
• Ability to work flexible hours, including evenings, and weekends

Work Structure & Engagement

• Embedded with the client in their New York office a minimum of four days per week
• Full-time position with long-term engagement potential, pending performance and business needs