Events & Sponsorships Associate
Core
Plan and execute national and regional events, sponsorships, and charitable initiatives to strengthen client relationships and support marketing objectives.
Role type
Associate-level events and sponsorships coordinator
Builds
Live, virtual, and hybrid events including educational programs, client events, and sponsorship activations
Domain
Financial services / Wealth management
Deliverable
product features
Required skills
Project management, vendor coordination, budget management, logistics planning, stakeholder communication, data tracking
Preferred skills
Financial services industry experience, private banking or wealth management background, event marketing experience, hospitality experience
Technologies
Microsoft Excel, PowerPoint, event management platforms, email marketing platforms
Responsibilities
Manage end-to-end planning and execution of assigned events and sponsorships; coordinate logistics including venues, catering, and AV; track budgets and reconcile expenses; manage vendor relationships; support agenda development and content delivery; execute sponsorship deliverables; maintain attendee data and metrics.
Seniority
Associate, individual contributor