Institutional Capital Client Engagement – Associate

Responsibilities

• Lead end-to-end project management for bespoke Institutional Capital events & industry conferences, including agenda management, coordinating speakers, branded promotional items and on-site event management.
• Manage the planning process and work closely with our conference partners to coordinate on-site logistics and giveaways, ensuring a high-quality client experience and seamless execution from initial planning to post-event follow-up.
• Develop detailed project plans and timelines for each event and ensure adherence to these plans.
• Manage internal and external approval process with compliance.
• Collaborate with internal stakeholders to design event agendas for proprietary events that are engaging, informative, and aligned with business goals.
• Create, maintain and review a variety of event documentation including hotel rooming lists, invite lists, speaker biographies and details, registration reports and executive briefings.
• Work with the content team on marketing collateral needs.
• Build and maintain strong relationships with external partners, vendors, and industry associations.
• Identify and secure high-caliber speakers for activations, including firm executives, investment professionals, and portfolio strategists.
• Manage speaker logistics, including calendar coordination and pre-event preparation.
• Oversee on-site event activation, including venue setup, audio-visual requirements, and attendee lead capture.
• Ensure a seamless and engaging experience for all event participants, including speakers and attendees.
• Conduct post-event evaluations to assess the effectiveness of events and identify areas for improvement.
• Manage post-event communications, including thank-you notes, feedback surveys, and follow-up meetings.

Qualifications

• Minimum of 3-5 years of event marketing experience, with a focus on investment products or alternative asset classes preferred.
• Proven track record of successfully managing large-scale event activation from concept to completion.
• Exceptional organizational and project management skills, with the ability to manage multiple projects simultaneously.
• Strong interpersonal and communication skills, with the ability to build relationships and influence stakeholders at all levels.
• Creative and strategic thinker with the ability to develop innovative event concepts and solutions.
• Proficiency in project management software and tools.
• Able to work effectively under pressure and meet tight deadlines.
• Strong attention to detail and commitment to delivering high-quality work.
• Bachelor's degree in Marketing, Communications, or a related field.

Pay

The base annual salary range for this New York-based position will be $100,000 to $130,000. Actual salary offered will be based on the candidate’s skill, experience, and qualification for the role.

Schedule

The Role is in office Monday to Friday.