Event Manager

Company Description

We are a small boutique management consulting and research firm focused on the investment management industry. We work on advisory assignments with investment management firms on strategic business issues and produce research and thought leadership on trends shaping the industry. We also operate the Investment Solutions Institute, a forum for OCIOs, asset managers, investment consultants, dedicated to advancing the future of the investment solutions industry.

Role Description

We are seeking a highly organized, resourceful, and proactive professional to manage the planning and execution of our Investment Solutions Institute events and conferences which are approximately quarterly in-person plus a series of virtual events/webinars. This is a part-time (10-20 hours per week) , fully remote opportunity for someone who enjoys coordinating projects, managing logistics and details, engaging with financial services industry professionals, and helping a small, entrepreneurial firm operate effectively.

The role will have primary responsibility for event and conference management, including logistics, communications, participant coordination, and follow-through. Depending on the candidate’s interests and experience, the role may also expand to include marketing, social media, thought leadership distribution, and other business development support.

Key Responsibilities

• Plan and coordinate the firm’s conferences, executive roundtables, webinars, and other client and industry events which are typically hosted by our clients at their offices. These events are intimate involving 30-50 senior executives from our client firms.
• Manage event logistics, speakers, agendas, registration, invitations, attendee communications, and event materials.
• Coordinate with speakers, sponsors, participants, and other stakeholders to ensure a professional and seamless event experience.
• Draft/manage marketing content/materials - emails, brochure, website updating, LinkedIn Posts
• Manage project plans, attendee lists, registrations, reminders, and post-event follow-up.
• Coordinate virtual event platforms and technology as needed.
• Track event expenses, manage invoices, and maintain accurate event records.
• May be required to be physically present at our in-person events which are typically held in Boston, New York and Toronto.

Qualifications & Experience

We are open to candidates with different professional backgrounds; however experience with executive interaction is essential. Relevant experience may include a combination of:

• Event planning, conference management, project management, or executive support.
• Asset management, investment management, financial services, or other professional services environments.
• Consulting, research, marketing, communications, or business operations.
• Strong organizational skills and exceptional attention to detail.
• Excellent written and verbal communication skills, with the professionalism and experience to interact confidently with senior executives and industry leaders.
• The ability to manage multiple priorities, meet deadlines, and work independently in a remote environment.
• Comfort with Microsoft 365, virtual meeting platforms, and contact management systems.
• A proactive, solutions-oriented approach and a willingness to take ownership of assignments from start to finish.
• Experience with LinkedIn, social media, email marketing, or content management is a plus, but is not essential.
• Experience planning and executing professional events, including virtual conferences, webinars, and roundtables.

Marketing Specialist (optional, based on experience)

• Support the development and distribution of the firm’s research, insights, and thought leadership.
• Coordinate LinkedIn posts and other social media content to increase the firm’s visibility and engagement.
• Assist with email marketing, newsletters, website updates, and promotional materials.
• Help develop event marketing campaigns and post-event content.
• Track basic engagement metrics and identify opportunities to improve marketing effectiveness.
• For the candidate that has the skills and bandwidth, this would provide an opportunity for more working hours.