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About the Role
Cohen & Co is seeking an experienced Events Planning Professional to lead the firm’s event management strategy and execution in support of relationship-building and business development objectives. This role involves managing a variety of events, from webinars to in-person conferences, and requires a self-starter with strong organizational skills to thrive in a fast-paced, collaborative environment.
Responsibilities
- Develop, promote, produce, and analyze the effectiveness of market-facing events, including branded programs, webinars, CPE and thought leadership programs, sponsorships, client entertainment, and events tied to strategic initiatives.
- Provide advanced event planning expertise from concept to goal setting, collaborating with internal committees and leadership.
- Organize agenda setting, speaker sourcing, budget management, venue sourcing, contract negotiation, and logistics management for flawless event execution.
- Serve as the event planning lead for the firm’s signature annual Investment Industry CPE event, a multi-day event for 400+ attendees.
- Foster collaborative relationships with internal teams and external stakeholders.
- Analyze event operations and suggest improvements, including expertise on technology utilization and automation.
- Provide post-event analysis, budget recaps, and feedback to incorporate into future event plans.
- Collaborate with Industry Marketing Leads and Marketing Team members on event content, social media, email marketing, list management, and ROI/lead tracking.
Requirements
- 10 years of progressive experience in events and meeting planning.
- Experience in a Professional Services firm is a plus.
- Bachelor’s degree from an accredited college or university.
- Experience managing complex projects, developing project budgets, and negotiating contracts.
- Ability to prioritize multiple projects and meet deadlines in a high-volume, fast-paced environment.
- Proficiency with technology platforms including webinar, CRM, marketing automation, and event marketing tools.
- Specific experience with Salesforce, Pardot, and Cvent is a plus.
- Proficiency with MS Office (Word, PowerPoint, Outlook, and Excel).
- A strong, proactive client service mindset and work ethic.
- Attention to detail.
- Ability to travel up to 30% to support events across the US.
- Occasional work on evenings and weekends to support events as needed.
Skills
- Event management
- Project management
- Budget management
- Contract negotiation
- Client service
- Webinar platforms
- CRM
- Marketing automation
- Event marketing tools
- Salesforce
- Pardot
- Cvent
- MS Office (Word, PowerPoint, Outlook, Excel)
Location
- US
Work Type
- Full-time
- Hybrid
Experience Level
- 10 years of progressive experience
Education Level
- Bachelor's degree
- CMP Certification preferred
Salary/Compensations
- $90,000 - $110,000
Benefits
- Comprehensive and competitive Total Rewards package
- Time off to give back to the community
- Annual discretionary merit increases and bonuses
- Talent development resources
About the Company
- At Cohen & Co, our foundational principles foster an inclusive, growth-oriented culture.
- We honor our principle of “great people first” by championing diversity, equity, and inclusion.
- We embrace unique stories, backgrounds, perspectives, and ideas.
- We offer a comprehensive and competitive Total Rewards package.
Equal Opportunity
- We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.