What are the responsibilities and job description for the Events Associate - Investment Banking position at William Blair?
Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.
Join William Blair, the Premier Global Boutique.
William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.
We are committed to our people and culture, values, clients, and local communities.
What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.
We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.
We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.
The Events Associate - Investment Banking will lead and coordinate event strategy, preparation and execution activities for Investment Banking high profile, C-suite, and upscale events that support business objectives and drive revenue. The qualified candidate will apply best practices throughout all phases of event project management to ensure best in class, memorable and productive client experiences and ensure effective integration between Brand, Marketing and Communication teams and Investment Banking staff in identifying target clients and audiences, content development, material production and event delivery. This role develops tools and processes to facilitate the successful and efficient execution of William Blair marketing events, identifies appropriate performance measures, collects feedback and assesses effectiveness of events. The Events Associate - Investment Banking will recommend and implement changes or enhancements to workflows, deliverables and event components based on assessment results, and resolve escalated event preparation and execution issues.
Responsibilities Include But May Not Be Limited To
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
Salary Range
$79,000—$93,000 USD
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's Privacy Policies For Job Applicants
Join William Blair, the Premier Global Boutique.
William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.
We are committed to our people and culture, values, clients, and local communities.
What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.
We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.
We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.
The Events Associate - Investment Banking will lead and coordinate event strategy, preparation and execution activities for Investment Banking high profile, C-suite, and upscale events that support business objectives and drive revenue. The qualified candidate will apply best practices throughout all phases of event project management to ensure best in class, memorable and productive client experiences and ensure effective integration between Brand, Marketing and Communication teams and Investment Banking staff in identifying target clients and audiences, content development, material production and event delivery. This role develops tools and processes to facilitate the successful and efficient execution of William Blair marketing events, identifies appropriate performance measures, collects feedback and assesses effectiveness of events. The Events Associate - Investment Banking will recommend and implement changes or enhancements to workflows, deliverables and event components based on assessment results, and resolve escalated event preparation and execution issues.
Responsibilities Include But May Not Be Limited To
- Lead and coordinate William Blair premier event preparation activities for the Investment Banking team. Ensure alignment with established project plans. Drive the on-time, successful delivery of all event materials and components.
- Creative leader with in-depth knowledge of exclusive venues, event themes, bespoke programming; willingness to try new ideas and challenge the status quo.
- Facilitate the efficient execution of William Blair marketing events. Establish workflows for event components such as intake of event information, client profiling, invitation distribution, event material preparation and production, signage, shipping, participant check in and other day of event execution activities.
- Maintain current knowledge of events marketing and project management best practices and apply them throughout all phases of event preparation and execution. Ensure all event activities are consistent with William Blair marketing strategies and brand image.
- Review event materials and components for accuracy and quality. Ensure proper review and approvals of content and materials.
- Identify potential risks that may impede the success of marketing events. Proactively address these risks to avoid problems. Develop contingency plans for dealing with event issues. Serve as a resource for resolving escalated events issues. Report issues that may risk event success to stakeholders.
- Partner with execution team and other resources toward successful execution of events.
- Evaluate the effectiveness of marketing events in achieving desired client experiences and business objectives. Identify appropriate performance measures, collect feedback and assess effectiveness of events. Report analysis findings to management.
- Recommend and implement changes or enhancements to workflows, deliverables and event components based on assessment results.
- Ensure all activities are following applicable compliance rules, regulations, policies and procedures.
- Utilize WRIKE project management tool to organize and track status of deadline driven tasks and activities.
- Additional responsibilities as requested.
- Bachelor's Degree in Marketing related field required; Master’s Degree preferred
- 3-5 years of experience in events marketing required; financial services industry experience preferred; experience with events in Europe a plus
- Strong events marketing skills
- Strong project management and prioritization skills, including use of project management technology tools
- Strong written and verbal communication skills
- Strong ability to adapt to changing situations and apply critical thinking to solve issues
- Strong ability to build relationships and collaborate cross-functionally
- Knowledge of events marketing best practices
- Attention to detail and quality
- Proficiency in Microsoft Office, Salesforce, Cvent, WRIKE
- Requires offsite event set up and management
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
Salary Range
$79,000—$93,000 USD
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's Privacy Policies For Job Applicants
- California Consumer Privacy Act Privacy Notice (CCPA)
- General Data Protection Regulation Privacy Notice (GDPR)
Salary : $79,000 - $93,000
