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The Manager/Senior Associate drives the event planning, execution, and continuous improvement of CSPF’s wealth-holder training programs (IING, FO) to ensure that every in-person and online module runs smoothly across Zurich, Boston and beyond.
Responsibilities include translating the program vision into venues, budgets, supplier contracts and on-site experiences; coordinating materials, calendars, logistics, and communications; managing CRM and Airtable pipelines, registrations and onboarding,
The Manager/Senior Associate drives the event planning, execution, and continuous improvement of CSPF’s wealth-holder training programs (IING, FO) to ensure that every in-person and online module runs smoothly across Zurich, Boston and beyond.
Responsibilities include translating the program vision into venues, budgets, supplier contracts and on-site experiences; coordinating materials, calendars, logistics, and communications; managing CRM and Airtable pipelines, registrations and onboarding,