Global Wealth Events Lead

Company Profile

The Carlyle Group (NASDAQ: CG) is a global investment firm with $441 billion of assets under management and more than half of the AUM managed by women, across 612 investment vehicles as of December 31, 2024. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,300 professionals operating in 29 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.

At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.

Position Summary:

The Events team, positioned within the Corporate Communications team, is responsible for planning, overseeing and supporting Carlyle events of all sizes. This team is comprised of internal team members and agency contractors who lead virtual, in-person and hybrid events across all geographies, segments and teams. The Events team works closely with internal stakeholders across levels and is pivotal in all aspects of events including: scheduling, venue sourcing, event technology, registration site building and maintenance, speaker coordination, vendor management, and reporting.

The Events Lead role will be focused on leading small to mid-sized events from inception to execution, while closely collaborating with Events team members in areas including data management, conference strategy, and administrative tasks. The Events Lead will focus on executing events for the Global Wealth team in particular, including project managing in-person and virtual events inclusive of attendee travel logistics, budgeting, vendor research, A/V oversight, and contract management. We expect this role to be dynamic as Events team members are accustomed to managing a full events schedule and fielding questions on a variety of topics internally and externally, as well as helping on events for other teams as needed.

The Events Lead should be a resourceful and positive individual, eager to learn, with the ability to take direction and work independently. Our team members are encouraged to be proactive with ideas and creative solutions, and able to develop strong "client" relationships with all stakeholders.

Primary Responsibilities:

• Act as the primary event lead on small to mid-sized bespoke events, tailored to specific businesses (e.g., VIP dinners or due diligence events for advisors)
• Manage event-related administrative tasks, such as budget tracking, registration site building, forward calendar maintenance, invite list management, and meeting scheduling
• Create, maintain, and review a variety of event documentation including hotel rooming lists, speaker biographies and details, registration reports, executive briefings, and agendas
• Provide in-person or virtual assistance as needed for live and recorded events including onsite registration, badge printing or operational support
• Manage specific vendor relationships, including contract negotiation support and service agreements, ensuring that all vendors meet expectations for event execution
• Create pre- and post- event surveys to gather feedback and identify areas for improvement
• Collaborate with internal and external stakeholders on event needs including A/V or technical requirements, event technology platforms, attendee travel coordination, and branding needs
• Assist with shared inbox management, inquiries, and organization
• Stay up-to-date with industry trends, technologies, and best practices in event management

Requirements:

Education & Certificates

• Bachelor's degree, required
• Concentration in Marketing, Hospitality, Management, Business Administration, or related field, preferred

Professional Experience

• 3-5 years of overall relevant experience in event planning, required
• Experience in a corporate or agency setting, preferred
• Proficiency in CRM and event management software (e.g., Cvent), required

Competencies & Attributes

• Excellent organizational skills, attention to detail and communication skills (written and verbal)
• Highly independent and adaptable, with flexibility on depth and breadth of role and responsibilities
• Ability to manage multiple concurrent projects while meeting tight deadlines
• A team player who is highly collaborative, with a positive attitude and strong problem-solving skills
• Willingness to work flexible hours and travel (domestically and/or internationally), including some evenings and weekends, as required by event schedules

Benefits/Compensation:

The compensation range for this role is specific to New York, NY, and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.

The anticipated base salary range for this role is $110,000 to $120,000.

In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.

Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.