Senior Project Manager, Portfolio Specialist

First Global Management Services; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading brand experience agency in Greater London is seeking a Senior Project Manager Portfolio Specialist to deliver exceptional service to clients through excellent project management. The role involves managing complex events—both virtual and in-person—along with financial oversight and team leadership. Ideal candidates will have 8-10 years of event coordination experience in corporate environments and possess strong client management and project management skills. This position offers significant opportunities for innovation and client relationship development.

Benefits

Private Medical Insurance

28 Days Annual Leave PLUS Bank Holidays

Personal Volunteer Day

Life Insurance

Discretionary Bonus Structure

Qualifications

• Advanced experience handling corporate events and managing senior client relationships.
• Proven ability to mentor and manage team members.
• Strong focus on budget development, management, and reconciliation.

Responsibilities

• Plan and execute multiple key events in various formats.
• Manage financial aspects including budgeting and invoicing.
• Coordinate all logistical needs for events, ensuring client satisfaction.

Skills

Event coordination experience

Project management

Client management

Leadership

Negotiation

Communication skills

Education

8-10 years event coordination experience

Tools

Microsoft Office

Cvent

Job description

Building a Brand Starts with a Story

FIRST is a leading global brand experience agency serving clients in various industries including financial services, technology, new & traditional media, aerospace, healthcare and professional services. FIRST has received numerous accolades including being listed among the 2025 Most Innovative Marketing Agencies of the Year by Chief Marketer, named Top Agency of the Year 2024 by Event Marketer, highlighted as a Global Agency of the Year, over 100 Employees by C&IT and listed among the 200 Top Marketing Agencies in 2022 by Chief Marketer.

What You Would Get To Do

The Senior Project Manager Portfolio Specialist will consistently deliver exceptional service to our high-touch clients through excellent project management and creative solutions. This position will lead and support virtual, in‑person and hybrid events including but not limited to internal programs, client‑facing events (including conferences), hospitality, thought leadership, sporting and cultural programs. As a Subject Matter Expert (SME) in a specific line of business or event type the Portfolio Specialist provides consultative guidance and hands‑on support to ensure the successful design, execution and delivery of events. Collaborating with cross‑functional teams this seasoned professional drives innovation, efficiency and alignment with client goals.

There is a requirement for on‑site events to travel domestically or abroad as required.

Your Contributions

• Full life‑cycle planning and execution of multiple key events in a virtual, in‑person and hybrid capacity
• Virtual event planning and project management including confirming the appropriate virtual platform, creation of timelines, invitation process, thorough and regular communications to attendees, suppliers and stakeholders
• Financial management including budget development and management, expense management and invoice processing, timely post‑meeting reconciliation and final financial reporting
• Sourcing, negotiating and managing site selections, contract management for venues and suppliers
• Coordinate registration, transportation, hotel accommodations, entertainment, gift selection, audio/visual needs, webcasts, staging and speaker selection for all programs; strong focus on vendor management
• Work with the team to ensure adherence to the client’s standards of operation and policies; ensure compliance and risk guidelines are followed
• Post‑event wrap‑up including final attendees budget reconciliation, observations, suggestions for the following year as well as client debriefs for year‑over‑year improvements
• Lead on a larger scale programs that are highly complex and/or require white glove service levels with high‑level stakeholders; strong team player
• Mentor or manage a team which may include up to 5 direct reports. Management responsibilities if applicable include:
  • Managing vacation schedules for direct reports ensuring coverage for the client at all times including providing coverage when team members are out of the office on vacation or for an event
  • Oversee the workload of the team ensuring a day‑to‑day understanding of capacity/pressure points
  • Management of staffing assignments considering individual team members capacities and capabilities
  • Management of personal development reviews for direct reports
  • Lead and motivate direct reports encouraging a productive and positive atmosphere
  • Review and approve monthly expense reports
• Act as the go‑to expert for a specific event type, industry vertical or area of expertise
• Contribute to the development of standardised processes, tools and templates for your area of expertise
• Identify opportunities to enhance operational efficiencies and client satisfaction
• Partner with team management to identify opportunities for enhancing operational efficiencies and client satisfaction, refining delivery models and supporting account growth
• Create and closely monitor value‑adds at every opportunity and demonstrate commercial awareness
• Share knowledge of best practices, new suppliers, services and venues
• Deepen relations with existing clients and maximise all opportunities to generate new business

What We Are Looking For

• 8‑10 years event coordination experience in a corporate or financial services environment
• Advanced experience of events, conferences, meetings and production management including but not limited to C‑level executive events, cocktail receptions, dinners, meetings and multi‑day events
• Extensive experience in working with and managing senior clients
• Advanced project management skills including budget creation, management and reconciliation
• People management experience preferred but not required
• Motivated self‑starter ability to work independently and project plan; ability to think innovatively
• Excellent project management skills with the ability to manage multiple projects simultaneously; proven ability to work well under pressure to meet established deadlines
• Virtual event experience is a plus
• Proven ability to mentor team members, development, operations, organisational systems and processes
• Proven ability to think innovatively to bring events/programs to fruition
• Leadership, influencing, negotiation and decision‑making skills
• Resourceful individual with the ability to take direction and work independently; be proactive with ideas and creative solutions
• Customer focus, approachable; ability to adjust to client needs and style and deepen relationships in support of their programs; adapt to ever‑changing demands and different client work styles
• Strong client management skills
• Strong oral and written communication skills
• Ambitious, proactive and highly organised
• Willing to travel to various locations for site visits and on‑site management of events
• Experience working with large and complex databases preferred, Cvent experience preferred
• Proficient with Microsoft Office
• Knowledge of venues and suppliers in key UK cities

Benefits

• Private Medical Insurance with BUPA from day one
• 28 Days Annual Leave PLUS Bank Holidays
• Personal Volunteer Day
• 20 Days of Sick Pay each Year
• Enhanced Parental Leave (Maternity & Paternity)
• Wellness Stipend
• Complimentary access to Headspace, Rocket Lawyer & Maven
• Life Insurance
• Employee Assistance Program (EAP)
• Cycle to Work Scheme
• Season Ticket Loan
• Mobile Phone Allowance
• Pension Scheme Enhancements
• Discretionary Bonus Structure
• Global Opportunities: With a presence in 7 countries worldwide including headquarters in London, New York and Singapore you may have the opportunity to work on exciting projects across different locations.

At FIRST we believe that the passion, creativity and commitment of our teams drive our success. That’s why we offer a range of benefits and perks to support your personal and professional growth.

#LI-TS3 #LI-Remote

FIRST is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. FIRST is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national origin, sex (including pregnancy), age, physical or mental disability, sexual orientation, gender identity and/or expression, marital civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status or any other status protected by the laws or regulations in the locations where we operate. We stand firm: FIRST will not tolerate discrimination or harassment based on any of these characteristics. If any candidate feels that they are unable to meet the requirements of the role please get in touch to discuss adjustments or other suitable roles.

Required Experience:

Senior IC

Key Skills:

Project / Program Management, Project Portfolio Management, Portfolio Management, Credit Analysis, Banking, Pricing, Analysis Skills, Project Management, Financial Analysis, Budgeting, Property Management, Contracts

Employment Type: Contract

Experience: years

Vacancy: 1