Corporate Event Manager (Financial Services Experience Required)

Job Title : Corporate Event Manager (Financial Services Experience Required)

Pay Rate : $59/hr on W2

Location : New York, NY ( Hybrid )

Role overview

Can you give me a quick overview of what your team does and why you’re looking to bring on a contractor?

The team evaluated available internal resources and redistributed event responsibilities were possible. Due to existing workload and commitments across the Events, Marketing, and Business teams, no internal resource has the capacity or specialized event experience required to support the increase volume of IWPB events. Temporary contingent support is therefore needed to ensure successful event delivery without disrupting existing business priorities or compromising the client experience.

So that suppliers can paint a good picture to candidates, can you walk me through what a typical day might look like and tell me a little bit about the project that this contractor will be working on?

They will be responsible for end-to-end events. Invitations, tracking registration, sending communications such as reminders, thank yous, post even tracking, briefing documents for speakers, working agendas. They will manager schedule for event leaders. This person will be responsible for coursing hotels, putting in requests for hotels, etc. They will also need to manage the budget and assist with budget tracking. Software that is used is Stone Shot and having experience with this would be a plus. An equivalent would be c-vent, or similar. The team is small and only 2 people currently. This person needs to come in and hit the ground running.

The role requires specialized expertise in end-to-end of complex, client-facing wealth management events, including stakeholder management, vendor coordination, event production, compliance processes, and on-site operations. This expertise is not currently available internally due to limited team capacity and the increased volume of IWPB events scheduled for execution in 2026/2027.

Corporate level event experience is required, someone with private banking and pharma would be successful in this role as well. An example of an event is the Wealth Investment Summits or US Open Hospitality. Other events include client engagements and large internal engagements like the Leadership Club. They will need experience booking flights, hotels, etc. for multi-day events.

- Support the planning and execution of IWPB client, COI, sponsorship, and internal events across the U.S.

- Manage event logistics, including registration, vendor coordination, attendee communication, and on-site execution.

- Partner with internal stakeholders and external vendors to deliver a seamless event experience while ensuring adherence to timelines, budgets, and compliance requirements.

What is the timeline, in terms of start and end date? Is there any chance for extension or conversion later on?

Start asap, potential for extension is possibility depending on role and budget.

Does your team work standard core hours or does that vary?

8:30 am to 5:30 pm Monday – Friday, some events open in the evenings

Can you tell me about the physical work environment where the person will sit? Will they be assigned a desk or set up as remote?

This person will be working in Hybrid capacity, in office 2 days a week, specific days to be discussed with team/based on training

What would you say are must-have skills you’re looking for? (Measurable skills, technologies, etc.)

The IWPB Events team is experiencing a significant increase in event volume, including client events, sponsorship activations, wealth center openings, thought leadership programs, and internal initiatives. Additional temporary support is required to manage event logistics, vendor coordination, registration, onsite execution, and post-event activities. This resource will provide dedicated execution support, ensuring the successful delivery of events while maintaining a high-quality client experience, adherence to compliance requirements, and operational excellence. Without this support, the current team does not have sufficient capacity to effectively manage the increased workload and event calendar.

How many years of experience are you looking for? As you start to go through resumes, what would stand out to you as the BEST candidate versus an AVERAGE candidate?

5-7 Years of experience in this space.

Once somebody is in the role and ramped up, how will success be measured for this person? What indicators will let you know that they are working out?

Success of events, ensuring accuracy and satisfaction and checklist is complete.

Do you need someone with a particular degree or certification?

Work experience is more important.

Once we get going on this, what are the things that are most important to you – is it finding somebody with all of the right skills, sticking to a budget or timeline or something else along those lines?

Having the right team fit, team player is important.

With some of the other companies out there, competition for talent at all levels can get pretty tough at times. When suppliers start sourcing, what would you say are some of the main selling points that would get candidates interested in your role over another?

As an contractor, you will have access to tailored professional development opportunities. We work hard to ensure that our workplace is a diverse, inclusive and meritocratic environment and we have a strong commitment to sustainability. Our Employee Resource Groups (ERGs) play a central part in life at , including the development of our employees and our connection to the communities and customers we serve. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank for the future!

Once you pick a few possible candidates for interviews, what date range works best to set up those interviews and what does the interview process look like for you (e.g. phone screen and then in-person)?

ZOOM interviews, 1-2 rounds depending on candidate