Analyst, Client Engagement - Events - NY

September 7

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Jordan Park Group

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Our mission is to enhance lives and legacies.

Investment Management • Wealth Management • Family Office Advisory

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Description

• This role will be responsible for planning, organizing and executing a variety of events, ensuring they run smoothly and meet our standards of excellence. • Planning and organizing events: You will be responsible for helping to conceptualize, plan and execute various events, such as client dinners, seminars, client gatherings and networking sessions. This involves determining event objectives, selecting venues, managing budgets, and coordinating logistics; crafting and curating differentiated speakers, topics and guest lists. Importantly, each step of this process requires close collaboration with other key internal stakeholders. • Event promotion: You will be involved in creating materials for events, such as invitations, promotional emails, and social media content. You will also collaborate with the team to ensure effective communication and attendance at events. • Vendor management: You will be responsible for sourcing and managing vendors, such as event venues, caterers, audiovisual providers, and other event-related services. This includes negotiating contracts, coordinating vendor deliverables, and ensuring quality services within budget constraints. • Guest management: You will oversee managing guest lists, RSVPs, and registrations for events. This includes communicating with clients and other stakeholders to confirm attendance and provide event details. You will also coordinate with internal teams to ensure a smooth guest experience. • On-site event coordination: During events, you will oversee all aspects of event execution, including setup, registration, audiovisual support, and coordinating with speakers and presenters. You will handle any issues that may arise and ensure a seamless experience for attendees. • Post-event evaluation: After each event, you will conduct evaluations to assess its success and gather feedback from participants. This will help in identifying areas for improvement and provide insights for future event planning. • Budget management: You will be responsible for creating and managing event budgets, tracking expenses, and ensuring cost-effective event execution. This includes negotiating contracts and seeking sponsorship opportunities to offset costs. • Support or manage other client engagement-related projects as needed.

Requirements

• Have a bachelor’s degree in communications, business, or other relevant disciplines • 2-3 years of related experience in financial services, a university alumni office, members only/private members club or a leading auction house or arts organization (e.g. Sotheby’s or Christie’s) • Strong project management skills; execution and milestone driven • Can communicate effectively with a broad range of internal stakeholders • Strong Microsoft Office suite skills, PowerPoint and SharePoint skills needed • Strong oral and written communication skills • Highly organized and adept at managing multiple tasks and projects occurring simultaneously • Works well in a rapidly changing environment • Creative, innovative, and ability to think outside the box • Metric driven; can draw insights from marketing data • Have excellent time management and strong organizational skills • Are self-directed and able to work without a lot of supervision • Are energetic and eager to tackle new projects and ideas • Have a strong work ethic and ability to work well with other team members • Are highly detail-oriented, accurate, and self-motivated • Genuinely like helping people and enjoys solving problems • Love taking on challenges and finding creative solutions • Discreet in handling sensitive and confidential information

Benefits

• Medical, dental & vision insurance – 100% of premium covered for employees • 401k participation with employer contribution • Generous paid time off • Commuter benefits program (pre-paid tax dollars towards your commute) • Fitness Reimbursement • Annual Professional Development and Mindfulness Stipend