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Jobtailor is seeking a strategic leader to own Financial Center events, partnering with Marketing, Compliance, Legal, Risk and business leaders to ensure governance, budgets, and timely execution. You will coach teams on the CMC Event Engine, manage vendors, and deliver executive-level updates with actionable insights.
You will drive cross-functional initiatives, elevate client experience, and align events with enterprise objectives, emphasizing data-driven improvements and scalable enablement
Lead the end-to-end strategy, planning, and execution of all Financial Center events
Partner with Marketing, Compliance, Legal, Risk, controls, and business leaders to ensure regulatory and governance requirements
Conduct routine reviews of the Client Management Center (CMC) Event Engine and provide coaching and guidance
Manage third-party vendors and oversee event planning, budgets, timelines, and execution activities
Analyze event performance and business results to identify opportunities and drive continuous improvement
Develop executive-level communications, presentations, and performance updates
Drive associate readiness and develop enablement resources for consistent execution across the Financial Center network
Influence stakeholders and lead cross-functional initiatives supporting growth, client experience, and enterprise objectives
Demonstrates expertise in leading complex, cross-functional initiatives and managing large-scale events while ensuring compliance with governance and risk requirements. Proficient in developing executive-level communications and utilizing analytical skills to drive performance improvements.