Global Client Events & Engagement Specialist

Itau US; Miami (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Itau US is seeking an experienced events and client engagement professional to transform strategy into memorable experiences for sophisticated private banking clients across the U.S. and international markets.

You will lead offshore events, manage budgets, and coordinate governance, with close collaboration across Compliance, Legal, Marketing, HR and other stakeholders. The role requires a Bachelor’s degree and 3+ years in event planning or related fields, plus fluent Portuguese.

Qualifications

• 3+ years of experience in event planning, client engagement, marketing, communications, or related functions.
• Fluent Portuguese required, with strong written and verbal communication skills.
• Experience planning and executing events, experiences, or client engagement initiatives from concept through delivery.
• Experience with data analysis, reporting, and measuring impact and effectiveness of initiatives.

Responsibilities

• Plan and execute offshore client events and experiences across the U.S., Bahamas, Switzerland, Portugal, and Latin America.
• Manage end-to-end event operations, including timelines, logistics, vendors, contracts, budgets, and internal processes.
• Partner with teams in Brazil and other international markets to manage client invitations, segmentation, and governance requirements.
• Coordinate vendors, negotiations, onboarding, compliance reviews, and delivery execution.
• Support branding, communications, invitations, content, and client-facing materials across all engagement initiatives.
• Develop and track reporting, event metrics, client engagement data, and business impact measurements.
• Support internal events and cross-functional initiatives in partnership with HR, Compliance, Legal, Marketing, and other stakeholders.

Skills

Event planning

Client engagement

Project management

Budget management

Data analysis

Stakeholder management

Portuguese

Governance & compliance

Cross-functional collaboration

Travel flexibility

Education

Bachelor’s degree in Journalism, Marketing, Public Relations, Communications, Business, or related field

Job description

Itau US is seeking an experienced events and client engagement professional to transform strategy into memorable experiences for sophisticated private banking clients across the U.S. and international markets.

You will lead offshore events, manage budgets, and coordinate governance, with close collaboration across Compliance, Legal, Marketing, HR and other stakeholders. The role requires a Bachelor’s degree and 3+ years in event planning or related fields, plus fluent Portuguese.