Event & Client Experience Manager – Financial Services

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.

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Location : 3 days required in the office (NYC). Subject to change to any time.

What You Would Get To Do :

In this capacity the ideal candidate would represent the FIRST brand embedded within a Solutions account for a Financial Services company. FIRST Solutions is the proprietary strategic meetings management model offered by FIRST which embeds specialist talent into organizations to provide Content Creative Digital Technology Management & Delivery and Data & Insights. The Project Manager will consistently deliver exceptional service to our high-touch clients in the Financial Industry through excellent project management and creative solutions. This position will support virtual in-person and hybrid events which include but are not limited to; internal programs client-facing events including conferences hospitality thought leadership sporting and cultural programs.

Your Contributions

• Full life-cycle planning and execution of multiple key events in a virtual in-person and hybrid capacity
• 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 clients standards of operation and policies; ensure compliance and risk guidelines are followed
• Travel (when applicable approximately 20-40% annually) for site inspections and on-site management of live events to ensure full coordination of logistics and on-site teams for in-person events
• Post event wrap up including final attendees budget reconciliation observations suggestions for following year as well as client debriefs for year over year improvements
• Co-plan with colleagues and the client on larger scale programs; strong team player
• 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 maximize on all opportunities to generate new business

What We Are Looking For

Please be aware that we know experience does not always look like we describe it. If you believe you would be an excellent fit for this role please apply - we would love to see how you could fit at First.

At FIRST we believe that our success is driven by the passion creativity and commitment of our teams. Thats why we offer a range of benefits and perks to support your personal and professional growth

United States Residents : The base pay for this position ranges from $70000 to $100000. This role is also eligible for an annual discretionary bonus.

Please note the national salary range listed in the job posting reflects the new hire salary range across various U.S. locations that would be applicable to the position. Within the range individual pay is determined by work location and additional factors including job-related skills experience and relevant education or training.

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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 social or ethnic origin sex (including pregnancy) age physical mental or sensory 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 :

Manager

Key Skills

Electro Mechanical,Instrument Maintenance,Adobe Dreamweaver,Document Control Management,E-Commerce

Employment Type : Temp

Experience : years

Vacancy : 1

Monthly Salary Salary : 70000 - 100000