Senior Events Coordinator - Investment Firm (hybrid)

HRB; New York (NY); Hybrid; USD 105,000 - 115,000; Full time

Benefits offered by this job

Hybrid work schedule

Comprehensive benefits

Job summary

HRB, a prestigious investment firm, is seeking a Senior Events Coordinator in New York City to oversee high-touch events for executives and investors, guiding them from planning through on-site execution.

The role demands 3+ years of event planning in fast-paced environments, polished communication, superb organizational skills, and ability to manage multiple events and stakeholders. It offers a hybrid schedule and a competitive compensation package.

Qualifications

• 3+ years of event planning/coordination experience in fast-paced environments.
• Excellent written and verbal communication skills.
• Highly organized with attention to detail and multitasking abilities.
• Polished, professional and solutions-oriented demeanor.
• Experience coordinating with vendors, venues and budgets.
• Comfortable working occasional non-traditional hours around events.
• Salesforce experience preferred.

Responsibilities

• Coordinate and execute firm-wide events and experiences from initial planning through onsite execution.
• Partner with internal stakeholders to establish event timelines, responsibilities, deliverables, and communications.
• Manage event registration and attendee tracking through event platforms and CRM systems.
• Coordinate all event logistics, including venues, catering, décor, entertainment, transportation, vendors, and budgets.
• Research venues and vendors and assist with vendor selection, relationships, contracts, and documentation.
• Prepare event decks, communications, and regular status updates.
• Track, reconcile, and report on event budgets and expenses.
• Conduct post-event reporting, including attendee feedback, success metrics, budget reconciliation, and key takeaways.
• Maintain event files, materials, and shared digital assets.
• Provide hands-on onsite support and troubleshoot logistical needs in real time.
• Stay current on event trends and identify creative ways to continually elevate the guest experience.

Skills

Event planning

Stakeholder management

Onsite logistics

Budget management

Communication

Tools

Microsoft Office

Google Workspace

Salesforce

Canva

Illustrator

Photoshop

Job description

Senior Events Coordinator -- Investment Firm (hybrid)

• New York, New York

Our client, a prestigious global investment firm, is seeking a polished, proactive Senior Events Coordinatorto join its growing Events & Experiences team in New York City. This individual will help coordinate and execute high-touch events and experiences for an impressive community of executives, investors, entrepreneurs, and other senior stakeholders.

This is a fantastic opportunity for a detail-oriented events professional who thrives in a fast-paced, high-expectation environment and enjoys taking an event from planning through execution. The ideal candidate is analytical, highly organized, polished, and comfortable juggling multiple priorities while delivering an exceptional guest experience.

RESPONSIBILITIES

• Coordinate and execute firm-wide events and experiences from initial planning through onsite execution
• Partner with internal stakeholders to establish event timelines, responsibilities, deliverables, and communications
• Manage event registration and attendee tracking through event platforms and CRM systems
• Coordinate all event logistics, including venues, catering, décor, entertainment, transportation, vendors, and budgets
• Research venues and vendors and assist with vendor selection, relationships, contracts, and documentation
• Prepare event decks, communications, and regular status updates
• Track, reconcile, and report on event budgets and expenses
• Conduct post-event reporting, including attendee feedback, success metrics, budget reconciliation, and key takeaways
• Maintain event files, materials, and shared digital assets
• Provide hands-on onsite support and troubleshoot logistical needs in real time
• Stay current on event trends and identify creative ways to continually elevate the guest experience

REQUIREMENTS

• 3+ years of event planning/coordination experience within a fast-paced, high-touch environment
• Experience or interest in technology, venture capital, financial services, or a similar professional environment is a plus
• Excellent written and verbal communication skills
• Highly organized with exceptional attention to detail and ability to manage multiple events and priorities simultaneously
• Polished, professional, resourceful, and solutions-oriented
• Strong interpersonal skills and ability to work effectively with senior stakeholders, vendors, and attendees
• Comfortable working occasional non-traditional hours around events
• Proficiency with Microsoft Office and Google Workspace; Salesforce experience strongly preferred
• Canva, Illustrator, Photoshop, or other design experience is a plus
• Interest in leveraging AI and new technology to improve workflows is a plus

SALARY

$105K–$115K base + discretionary bonus + comprehensive benefits.

HOURS

Hybrid schedule (Mon-Thurs in office) based in the NYC office; flexibility for occasional evening or non-traditional hours around events.