Principal Associate – Events Project Manager, Community Finance, Impact & Investment
Core
End-to-end planning, execution, and delivery of high-stakes strategic events, summit convenings, and executive roundtables for the Community Finance, Impact & Investment team.
Role type
Principal Associate, Strategic Events Project Manager
Builds
Best-in-class experiences for senior executives and key external stakeholders to advance business priorities and community impact.
Domain
Financial services / Community Finance / Impact & Investment
Required skills
Full-lifecycle event planning, budget forecasting, vendor contract negotiation, live on-site execution, strategic intent design, cross-functional consensus building, process framework creation, KPI tracking and reporting
Preferred skills
Large-scale corporate event leadership, senior executive advisory, cross-functional team leadership, repeatable framework design, financial services industry experience
Technologies
AV systems, catering platforms, venue management tools, project management software, executive briefing decks
Responsibilities
Lead full-lifecycle planning, intent design, logistics, site selection, venue management, and execution of strategic events; Oversee detailed event budgets, cost forecasting, and vendor contract negotiations; Shape and influence event intent and strategy by translating enterprise goals into actionable concepts; Build consensus across matrixed environments with internal teams, senior executives, and external partners; Create repeatable frameworks, templates, and playbooks to scale the events management function; Measure and report on event impact by tracking KPIs and producing executive-ready briefings
Seniority
Principal, hands-on IC with strategic influence
