Design and deliver exceptional event experiences that engage associates, clients, and/or prospects while advancing the firm’s strategic objectives.
Lead the planning and execution of a broad range of events—from multi-day conferences to targeted client engagements—overseeing budgets, timelines, production, and cross-functional teams.
Partner closely with senior leadership and business stakeholders to ensure each program achieves its intended outcomes and delivers measurable value.
Foster transparency, alignment, and accountability across all project teams.
Bring deep expertise in event logistics, including speaker and vendor management, production scheduling, and on-site operations, ensuring every detail is flawlessly executed.
Produce in-person, virtual, and hybrid experiences, leveraging technology to enhance engagement and impact.
Manage mid
to large-scale budgets with fiscal discipline, ensuring effective allocation of resources and measurable return on investment when possible.
Operate effectively in a dynamic environment, exercising initiative, professionalism, and discretion; flexibility to travel domestically up to 30% and work varied hours as required.

Bachelor’s degree preferred; minimum of 10 years’ progressive experience leading large-scale, high-profile events within a corporate or financial services environment.
Proven expertise in developing and executing complex, multi-day proprietary, internal, and industry events, with demonstrated success in achieving strategic business objectives.
Exceptional leadership skills with the ability to direct cross-functional teams, manage multiple concurrent programs, and deliver results under tight deadlines.
Comprehensive command of all aspects of event management, including production, audiovisual, food and beverage, décor, accommodations, attendee communications, and collateral development.
Advanced experience negotiating and managing vendor contracts, with deep understanding of meeting and event contractual terms and budget optimization.
Strong executive presence and communication skills—both written and verbal—with the ability to interact effectively with senior leaders, stakeholders, and external suppliers.
Strategic thinker with a record of applying creativity, sound judgment, and adaptability to drive innovation and continuous improvement across event programs.
Proficiency in Microsoft Office Suite (Excel, Outlook, PowerPoint, Word).
Experience with event registration and mobile app platforms; Cvent proficiency strongly preferred.
Working knowledge of Zoom Meeting and Zoom Webinar platforms.

Director, Meetings & Events

Key skills