Associate, Americas Program Marketing

About the Role

Key Responsibilities

• Partner with line of business leadership to design state-of-the-art in-person and digital events, customizing strategy and content for each client segment.
• Take a holistic view of the client journey during all aspects of the event and seek innovative ways to engage clients through new technology, content, and interaction.
• Provide hands-on project management, effectively communicating and collaborating across all levels and functions within the organization to meet deadlines, including Brand, Communications, Compliance, Content, Creative, Global Events, Legal, and Multimedia.
• During events, serve as the central point person for sales, speakers, and clients, taking ownership of the entire client experience and ensuring all components operate seamlessly.
• Track attendees and measure key analytics to evaluate event success and identify issues, using metrics and survey findings to refine future event plans, focusing on content, segmentation, and budget.
• Leverage existing campaigns to deliver focused post-event follow-up to attendees based on segmentation and lead generation.

Requirements

• BS/BA degree in business administration or marketing preferred.
• 10+ years of experience in financial services event marketing, particularly for an asset manager or institutional investor.
• Strong background in project management, events, and marketing within the institutional investment space.
• Pro-active, self-starter with the ability to organize, prioritize, and execute multiple projects across stakeholders in a deadline-driven environment.
• Strong writing and communication skills, with the ability to simplify complex concepts and relate ideas visually with minimal words.
• Fluency in Portuguese and/or Spanish is a plus.
• Proven effectiveness at strategic relationship building across internal and external stakeholders.
• A passion for investing and willingness to learn more about investment products and portfolio construction principles.

Nice to Have

• Fluency in Portuguese and/or Spanish.

Qualifications

• Bachelor's degree in business administration or marketing (preferred).
• Extensive experience in financial services event marketing, especially in asset management or institutional investment.

Benefits & Perks

• Annual discretionary bonus.
• Comprehensive healthcare.
• Retirement benefits.
• Support for working parents.
• Tuition reimbursement.
• Flexible Time Off (FTO).