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About the Role
This role is the operational heartbeat of a high-profile Financial Services account, keeping global teams aligned, processes sharp, and delivery running smoothly in a highly regulated, detail-focused environment. You will partner closely with leadership to drive governance, reporting, quality, and continuous improvement across event management, attendee data, web, and finance functions.
Responsibilities
- Lead cross-functional teams and keep complex workstreams moving in a fast-paced, deadline-driven Financial Services events environment.
- Build SOPs, governance frameworks, and operational controls that support quality, compliance, and consistency across event planning services.
- Track KPIs, create executive dashboards, and provide clear operational reporting.
- Manage budgets, forecast, and lead cost-saving initiatives with strong financial accuracy and business judgment.
- Utilize Cvent and event technology tools to improve attendee experiences, reporting, and overall program delivery.
Requirements
- 7+ years of progressive experience in leading event planning teams, event management, or a related field.
- Experience supporting Financial Services, enterprise, or other regulated industries.
- Background in event planning, meeting management, or event operations.
- People management experience is required.
- Experience leading client-facing teams and building high-performing, accountable cultures.
- CMP or similar accreditation is a plus.
- Experience across agencies, suppliers, or end clients is a plus.
Skills
- Event planning
- Event management
- Operations
- Financial Services
- Governance
- Reporting
- Quality assurance
- Process improvement
- Budget management
- Forecasting
- Cvent
- Event technology
Location
- New York, NY
Work Type
- Onsite
- Hybrid
Experience Level
- 7+ years
Salary/Compensations
- $120,000 - $165,000
Benefits
- Flexible working environment
- Learning and development opportunities
- Comprehensive healthcare
- Retirement plans
- Continued education support
- Diverse work locations
- Travel and hotel discounts
- Volunteer and sustainability opportunities
- Employee recognition program
About the Company
- BCD Meetings & Events (BCD M&E) provides meeting and event planning services, creating connections that inspire, motivate and change behavior.
- BCD M&E is the world’s most trusted and innovative meetings and events agency.
- The company cultivates a culture of people, passion and purpose to drive business forward.
- Headquartered in Chicago, with locations in 60+ countries across the world, BCD M&E’s team of 2,000+ people are committed to sustainability and driving success.
- Values are at the heart of everything they do.
- Offers a community of people who genuinely care and lead with empathy, a flexible workplace with awesome perks and challenging work that means something.