Event strategy & program ownership

Help define the strategic objectives, target audience, and success metrics for events, including executive Summits and community meetups, ensuring every program has a clear business case and measurable ROI.
Own event-level KPIs and deliver results reporting to senior stakeholders after each program.

Content & agenda development

Lead agenda-setting for each event: define session structure, content themes and narrative arc to ensure sessions build on each other and tell one coherent story.
Partner with Product Marketing, R&D, and GTM to shape session content and align on key messages that will inform the agenda.
Own content development, including hard deadlines, content schedules, speaker prep programs and structured dry runs.
Manage speaker logistics pre-event and during the live event.
Develop a strategy for extending event content pre- and post-event: promotion, post-event distribution, PMM/enablement integration, etc.

Lead a cross-functional working group across Marketing, GTM, R&D, and executive leadership — driving alignment on goals, timelines, and ownership.
Partner with the Client Advocacy team to identify and onboard client speakers, weaving authentic client voices throughout each program.

Oversee end-to-end execution of events: venue, A/V, run of show, vendor management, on-site logistics and attendee experience.
Design the attendee journey holistically — from pre-event communication to on-site flow and post-event follow-up.
Build and manage event budgets.
Travel to key events multiple times per year — primarily domestically, with occasional international travel for global events.

6+ years in Client Marketing, Events, or a closely related field — with direct ownership of large-scale, multi-stakeholder events from strategy through measurement.
Proven track record defining event strategy, building content agendas, and reporting ROI to senior leadership.
Experience in B2B tech or financial services preferred; familiarity with wealth management, fintech, or enterprise SaaS a plus.
Demonstrated ability to build and manage event budgets with accountability for outcomes.
Strong program manager: you can hold cross-functional teams accountable, manage competing priorities, and keep complex programs on track without losing the details.
Excellent written and verbal communicator; able to turn ambiguous goals into clear briefs, project plans, and stakeholder updates.