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About the Role
Lead the strategic planning, prioritization, and execution of high-impact client and industry events to support Cohen & Steers’ global growth initiatives. This role will partner with various internal teams and external partners to translate business objectives into differentiated event experiences that acquire prospects, deepen relationships, and elevate the firm’s brand and investment expertise. The goal is to deliver high-quality experiences that reflect Cohen & Steers’ legacy of excellence and leave a lasting positive impression.
Responsibilities
- Partner with Global Wealth and Global Institutional Marketing leaders to develop and translate conference and event strategies into effective client experiences and engagement programs.
- Develop an integrated event strategy across wealth and institutional channels, aligning national conferences, proprietary forums, roadshows, webinars, sponsorships, and bespoke client engagements to the firm’s growth priorities, audience needs, and real assets & alternative income expertise.
- Define and continuously elevate the standards for the Cohen & Steers event experience, establishing best practices and repeatable playbooks.
- Evolve the firm's event approach by identifying new formats, engagement models, technologies, and experiential concepts to increase audience participation and strengthen relationship outcomes.
- Ensure every event reinforces the Cohen & Steers brand by translating investment expertise, market perspective, and client promise into cohesive experiences, messaging, content, and engagement opportunities.
- Partner with Channel Marketing to leverage audience insights, CRM data, sales input, and performance metrics to recommend event resource investment and opportunity support.
- Lead Cohen & Steers conference strategy and logistics, managing venue identification, reservations, contract reviews, and event set-up.
- Design differentiated event experiences combining compelling content, executive access, peer-to-peer engagement, and thoughtful hospitality.
- Establish consistent planning standards, timelines, briefs, budgets, run-of-show materials, stakeholder communications, and post-event reporting practices.
- Lead end-to-end event execution, ensuring content, creative, logistics, production, technology, hospitality, and stakeholder communications are delivered with operational excellence.
- Partner with marketing and sales analytics to determine event effectiveness through defined KPIs, including audience quality, engagement, lead progression, and budget efficiency.
- Represent the firm’s brand with clients, partners, and industry stakeholders.
Requirements
- 5-7 years of progressive event strategy, event marketing, channel marketing, or integrated marketing experience, preferably within financial services.
- Knowledge of institutional investors, consultants, and the financial-advisor and intermediary ecosystem is preferred.
- Demonstrated experience designing and executing best-in-class innovative client-facing event strategies including proprietary events, industry conferences, sponsorships, roadshows, webinars, and senior-level client engagements.
- Strong understanding of how events support business outcomes, including audience segmentation, brand & experience activation, lead capture, post-event follow-up, and measurable progression through the client journey.
- Demonstrated success bringing an independent perspective to business strategy and building productive partnerships with C-suite, Marketing, Sales, Investments, and other business leaders.
- Ability to influence and coordinate cross-functional partners across Sales, Investments, Product, Compliance, Data, Creative, Digital, and external agencies or vendors.
- Strategic and hands-on operating style with curiosity, a drive for innovation, strong business judgment, and the ability to convert insight into focused priorities and measurable action.
- Experience using CRM, marketing automation, event technology, and performance reporting tools to evaluate engagement, improve targeting, and demonstrate event-driven business impact.
- Executive presence and strong written and verbal communication skills.
- Strong analytical, project management, and communication skills.
- Team orientation, integrity, initiative, resourcefulness, curiosity, and commitment to continuous learning.
- Demonstrates inclusive behaviors in support of a culture that values diverse perspectives.
- Agrees to comply with the firm’s hybrid work policy, requiring reporting to the New York City office four (4) days per week, with one (1) remote workday permitted.
Skills
- Event strategy
- Event marketing
- Channel marketing
- Integrated marketing
- Client engagement
- Brand activation
- Project management
- Communication skills
- Analytical skills
- CRM
- Marketing automation
- Event technology
- Performance reporting
Location
- New York, NY
Work Type
- Hybrid
Experience Level
- Director level
- 5-7 years of experience
Education Level
- Bachelor's degree required
- Advanced degree or relevant industry designations are a plus
Salary/Compensations
- $150,000 - $175,000
About the Company
- Cohen & Steers is committed to an inclusive culture, valuing diversity in support of its people and clients.
- Cohen & Steers has a 40-year legacy of excellence.