Analyst, Client Engagement - Events - SF

September 7

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Jordan Park Group

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Our mission is to enhance lives and legacies.

Investment Management • Wealth Management • Family Office Advisory

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Description

• This role will be responsible for planning, organizing and executing a variety of events, ensuring they run smoothly and meet our standards of excellence. • You will hold an important role in maintaining the professional and inviting brand of our firm. • Responsibilities include but are not limited to: • Planning and organizing events: You will be responsible for helping to conceptualize, plan and execute various events, such as client dinners, seminars, client gatherings and networking sessions. • Event promotion: You will be involved in creating materials for events, such as invitations, promotional emails, and social media content. • Vendor management: You will be responsible for sourcing and managing vendors, such as event venues, caterers, audiovisual providers, and other event-related services. • Guest management: You will oversee managing guest lists, RSVPs, and registrations for events. • On-site event coordination: During events, you will oversee all aspects of event execution. • Post-event evaluation: After each event, you will conduct evaluations to assess its success. • Budget management: You will be responsible for creating and managing event budgets.

Requirements

• Have a bachelor’s degree in communications, business, or other relevant disciplines • 2-3 years of related experience in financial services, a university alumni office, members only/private members club or a leading auction house or arts organization (e.g. Sotheby’s or Christie’s) • Strong project management skills; execution and milestone driven • Can communicate effectively with a broad range of internal stakeholders • Strong Microsoft Office suite skills, PowerPoint and SharePoint skills needed • Strong oral and written communication skills • Highly organized and adept at managing multiple tasks and projects occurring simultaneously • Works well in a rapidly changing environment • Creative, innovative, and ability to think outside the box • Metric driven; can draw insights from marketing data • Have excellent time management and strong organizational skills • Are self-directed and able to work without a lot of supervision • Are energetic and eager to tackle new projects and ideas • Have a strong work ethic and ability to work well with other team members • Are highly detail-oriented, accurate, and self-motivated • Genuinely likes helping people and enjoys solving problems • Love taking on challenges and finding creative solutions • Discreet in handling sensitive and confidential information

Benefits

• Medical, dental & vision insurance – 100% of premium covered for employees • 401k participation with employer contribution • Generous paid time off • Commuter benefits program (pre-paid tax dollars towards your commute) • Fitness Reimbursement • Annual Professional Development and Mindfulness Stipend