responsible for creating and managing a centralized executive event and travel calendar to enable strategic and balanced leadership presence across all regions
aggregates and analyzes multiple data sources to create an enterprise-wide engagement and event strategy for executives that aligns to leadership priorities and business objectives
partner closely with Leadership Team Executive Assistants, Corporate Communications, segment leaders, the CORE Enterprise Culture Team, and the Events Team
Collect, consolidate, and analyze enterprise-wide calendar inputs
Recommend leadership travel plans and engagement opportunities based on regional ownership
Ensure leadership market visits are balanced across groups and regions
Build and maintain a functioning online, centralized executive event and travel calendar
Establish and manage the formal process for collecting and verifying leadership travel plans
Continuously update the calendar to reflect new events, flight plans, schedule changes, and market priorities
Partner closely with leadership teams to ensure travel and event alignment
Own the end-to-end development of the centralized event calendar, including structure, governance, visibility rules, and maintenance
Simplify complex sets of data into actionable, easy-to-understand insights for leaders and event planners
Introduce scalable processes that ensure ongoing accuracy and strategic alignment

Bachelor’s Degree
4+ years experience in data analytics, business strategy, or program management
Bachelor’s degree in data analytics, program management, or related field is preferred (or equivalent experiences)
Financial services experience
Demonstrated business acumen and professionalism to work directly with executive team members and senior leaders
Strong analytical skills and comfort working with large amounts of calendar, event, and travel data
Ability to simplify complex, multisource information
Experience organizing, managing, or governing executive calendars or similar centralized systems
Working knowledge of basic event operations and enterprise planning
Experience using scheduling and workflow tools (SharePoint, Teams, Outlook integrations, Smartsheet, Workfront)
Experience in Chief of Staff, Business Analyst, Strategy Analyst, or Executive Operations roles
Familiarity with enterprise event strategy or engagement programs.
Ability to recognize strategic implications of travel, timing, and leadership presence.
Strong relationship-building and influence without authority.
Forward-thinking mindset.
Proficiency in Microsoft Office 365 applications.

Executive Events and Calendar Analyst

Key skills