Senior Associate, Project Manager - CFI&I Strategic Events & Convenings
Core
End-to-end planning, execution, and delivery of high-stakes strategic events, summit convenings, and executive roundtables for senior executives and external stakeholders.
Role type
Senior Associate, Project Manager (Strategic Events & Convenings)
Builds
Best-in-class experiences for senior executives and key external stakeholders to advance business priorities and build reputation.
Domain
Financial Services / Corporate Events / Community Finance & Impact
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Full-lifecycle event planning, budget management, vendor contract negotiation, live on-site execution, stakeholder consensus building, strategic intent design, process framework creation, KPI tracking, cross-functional orchestration
Preferred skills
Corporate summit management, executive stakeholder communication, market research, complex stakeholder management, financial services experience, relationship management
Technologies
None explicitly stated
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 decks.
Seniority
Senior, hands-on IC
