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 & Strategy
Required skills
Project management, Event management, Logistics, Budget management, Vendor contract negotiation, Stakeholder consensus building, Strategic planning, Process optimization, Cross-functional collaboration, Data reporting
Preferred skills
PMP certification, CMP certification, Lean/Agile/Six Sigma, Market research, Financial services experience, Executive communication, Complex stakeholder 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 leaders, executives, and external partners; Create repeatable frameworks, templates, and playbooks to scale the events function; Measure and report on event impact by tracking KPIs and producing executive-ready decks.
Seniority
Senior, hands-on IC
