Events Strategist - Senior Associate

The Global Corporate Banking (GCB) Events team partners with business stakeholders to ensure the strategic positioning and flawless execution of events, deliver consistent and best-in-class relationship and business development opportunities for our clients and ultimate impact to bottom line revenue. 

As an Event Strategist - Senior Associate, in the Global Corporate Banking (GCB) Client Engagement and Events Team, you will play a key role in supporting the event strategy across North America, bringing creative ideas, suggested venues and proposed content to the business with considerable thought to strategic execution. You will provide support across the GCB Events Team and you will assist colleagues with all work related to in-person event responsibilities including content development, speaker readiness, data tracking, client experience, execution, follow-up and impact. You will also work on multiple event projects simultaneously, ranging from large events, to intimate roundtable dinner discussions.

Job responsibilities

• Plan and execute Global Corporate Banking (GCB) events to help further client engagement plans for highly targeted clients and prospects in key industries of focus

• Assist in strategic event project management partnering across teams in events, sponsorships, marketing and communications to fulfill key tactics including project plan management, invitation and creative development, client selection, speaker idea generation and reporting 

• Develop and exhibit an understanding of unique industry business and tailors approach to each team accordingly

• Research new content, stay current on industry trends and, speaker and vendor opportunities

• Communicate national and other updates to keep banking teams aware of relevant client engagement opportunities and process changes

• Partner with several different stakeholders across the firm to coordinate on cross line of business events and with Event Production for best-in-class execution and support events on-site 

• Support data entry and management, leveraging our events management platform to track events, manage RSVPs pre and post event and ROI analysis 

• Manage event email communications via our event management platform, including the invitation, reminders, and post event communications

• Track event performance and presents findings in a regular cadence 

• Maintain budgets and event calendar with strong emphasis on data management, list keeping, and operational efficiencies

• Assist in various national and ad hoc projects and events in support of prospect/client engagement in order to meet the needs of the business

Required qualifications, capabilities, and skills

• Bachelor’s degree.
• Minimum 5 years of experience in event strategy, event marketing, or event program management.
• Demonstrated ability to manage multiple concurrent projects, deadlines, and stakeholder priorities.
• Strong stakeholder management skills, with experience coordinating across multiple teams and disciplines.
• Proven written and verbal communication skills, including the ability to translate objectives into clear plans and materials.
• Proficiency in Microsoft Excel, Word, and PowerPoint.
• Experience using event management tools and customer relationship management tools.
• Strong budgeting, tracking, and documentation discipline, including comfort working with operational data.
• High attention to detail with consistent follow-through and quality control.
• Sound judgment and professionalism when handling sensitive client-facing work.

Preferred qualifications, capabilities, and skills 

• Experience supporting events in financial services or other highly regulated, relationship-driven industries.
• Experience developing executive-facing materials, including speaker briefs, agendas, and attendee experience runbooks.
• Familiarity with event measurement practices, including post-event insights and return on investment analysis.
• Experience sourcing and managing vendors, venues, and external partners.
• Comfort synthesizing feedback into concrete improvements to content, process, and attendee