Senior Project Manager – Corporate Events, Experiences Planner

This is a fully remote position, open to applicants in California.

📋 Description

• Assist clients with both internal and external events and conferences.

• Oversee all facets of event operations from the initial briefing to final reconciliation.

• Organize and implement multiple significant events in virtual, in-person, and hybrid formats.

• Create and manage budgets, track expenses, handle invoices, conduct post-meeting reconciliation, and prepare final financial reports.

• Source, negotiate, and manage contracts with venues and suppliers.

• Coordinate aspects such as registration, catering, transportation, hotel arrangements, entertainment, gifts, audio/visual needs, webcasts, staging, and speaker logistics.

• Work collaboratively with Marketing, Production, Event Technology, Data, Legal, and Compliance teams.

• Plan and oversee virtual events, including platform selection, timelines, invitations, and attendee communications.

• Provide assistance in training new team members.

• Manage and mentor a team of up to five direct reports when applicable.

• Oversee vacation schedules, workloads, staffing assignments, and personal development reviews for direct reports.

• Ensure compliance with client operating standards, policies, risk guidelines, and overall adherence to regulations.

• Identify opportunities for added value and demonstrate commercial awareness.

• Share expertise and best practices regarding suppliers, services, and venues.

• Strengthen existing client relationships and cultivate new business opportunities.

• Travel domestically or internationally for onsite events as necessary.

⛳️ Requirements

• 8-10+ years of Event Management experience, ideally within the financial services sector or a corporate atmosphere.

• Advanced experience in managing events, conferences, meetings, and production, including C-level executive dinners, cocktail receptions, recognition events, and sponsorships.

• Significant experience in managing senior clients during event planning and execution.

• Experience in team management is advantageous but not mandatory.

• Strong proficiency in using Cvent.

• High level of proficiency with Microsoft Excel and Microsoft Office.

• Advanced project management capabilities with the ability to handle multiple projects concurrently.

• Excellent written and verbal communication skills.

• Deep industry knowledge of suppliers, venues, services, and best practices, with active engagement in the industry.

• Strong client management abilities.

• Competence in co-planning large-scale programs with colleagues and clients.

• Ability to establish best practices and independently pursue new initiatives.

• Client-focused, approachable, and adaptable to varying client needs and work styles.

• Self-motivated individual capable of taking direction and working independently.

• Innovative thinking capabilities.

• Must live in the San Francisco Bay Area.

• Willingness to travel domestically or internationally as required for onsite events.

🏝️ Benefits

• Medical, Dental & Vision options, including a high deductible health plan (HDHP) with a health savings account (HSA).

• 401(k) plan.

• Five Flexible Spending Account options.

• Generous Paid Time Off allowance.

• Employee Assistance Program (EAP).

• Life, Disability, and Pet insurance coverage.

• Wellness stipend.

• Mobile phone allowance.

• Complimentary access to services such as Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo, and more.

• Aura Identity Theft Protection.

• Discretionary bonus structure.

• Global opportunities to engage in projects across various locations.