Senior Events Planner

Role Overview

• Serve as primary event advisor to C-suite and senior stakeholders, translating strategic objectives, brand priorities, and key messaging into exceptional, bespoke experiences
• Partner with HR and other department leaders to plan and execute internal in-person events including one annual all-hands and four department offsites, ensuring they are engaging, well-organized, and operationally smooth
• Partner with the CEO and Executive team to plan and execute any in-person Board meetings
• Source and cultivate relationships with top-tier vendors, venues, designers, caterers, and other partners across the country
• Create comprehensive event plans including but not limited to; concept, program, timelines, vendor selection and management, invitation strategy, logistics
• Lead end-to-end planning and execution of bespoke events including managing the end-to-end process for pre, during, and post-event activities and follow-up
• Oversee onsite event execution, directing teams and third-party partners to deliver seamless guest experience and resolve issues in real time
• Oversee delivery of virtual brand events, partnering with internal teams on content and execution
• Manage event budgets, vendor contracts, procurement, and financial reconciliation with strict cost-control, value-maximization and an eye to sustainability
• Ensure absolute discretion, confidentiality and sensitivity to client privacy and security requirements
• Guarantee compliance with legal, tax, permitting, insurance and any other regulations as applicable
• Deliver post-event reporting, ROI analysis, debriefs and recommendations for ongoing relationship management and event improvement
• Where applicable, mentor and manage junior event staff or outside contractors

Requirements

• Minimum of 8 years of hands-on luxury/private events experience
• Degree in Hospitality, Event Management, Business or related field preferred; or equivalent combination of education and experience
• Professional certifications (CMP, DES, or equivalent) preferred
• Demonstrable history planning events for UHNWIs, family offices, foundations, corporations or equivalent high-net-worth contexts
• Strong vendor/venue network and demonstrated ability to negotiate and secure exclusive access and premium services within the designated budget and manage vendors through execution
• Proven track record managing sophisticated stakeholders (HNW/family offices, foundations, corporates) and coordinating complex, cross‑functional deliverables
• Budget management experience handling multi-tiered, high-value event budgets and contract negotiation
• Exceptional project management skills, with the ability to manage multiple complex events simultaneously under tight timelines
• Outstanding interpersonal communication, diplomacy, cultural sensitivity and adaptability
• High standards for discretion, confidentiality and professional conduct
• Advanced problem-solving and crisis management under pressure
• Up to 25% travel and willingness to work irregular hours
• Demonstrated focus on continuous improvement and ability to identify and implement process improvements
• Strong Excel skills required and ability to interface with various technology systems
• Proficiency with Microsoft 365 applications
• Proficiency with cloud-based collaboration tools, Box and Asana preferred
• Knowledge and passion for using investing as a means by which to engender social or environmental impact preferred

Tech Stack

• Cloud

Benefits

• Unique benefits, including virtual work stipend and contribution to employee’s own Donor Advised Fund
• Competitive total compensation, including discretionary bonus, 401(k) plan, and generous time off plan
• Comprehensive benefits package including full health and wellness coverage, professional development funding, and generous paid family and parental leave
• Opportunities for training and career development in a fast-paced, progressive organization
• Values-driven culture