Qualifications & Experience: >* 7+ years of progressive experience in conference and event planning, with demonstrated success in the financial services sector>* Bachelor's degree required>* Deep expertise with Cvent and event technology platforms>* Experience with employee incentive and recognition programs is a plusSkills & Attributes>* Strategic thinker with the ability to connect events to broader marketing and business objectives>* Strong relationship builder with the confidence to influence senior stakeholders>* Exceptional organizational skills and attention to detail>* Proven leadership, negotiation, and decision making capabilities>* Self starter with the ability to manage multiple complex projects simultaneously>* Customer focused, approachable, and service oriented>* Excellent written and verbal communication skills>* Flexible and willing to work extended hours (evenings/weekends) and travel as needed>* Proficiency in MS Office. In addition to leading logistics and production, this role partners closely with BU leadership, marketing stakeholders, and cross functional teams to ensure events directly support marketing priorities, including: >* Deepening client relationships through differentiated, experience led programming>* Elevating the firm's brand through cohesive storytelling, design, and content>* Expanding integrated, multi BU event strategies that drive scale and efficiency>* Leveraging data, insights, and post event analysis to continuously improve ROI and engagement Key Responsibilities: