Senior Event Strategy Specialist - Capital Partners

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships.  We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

The Events Strategy Specialist (ESS) role sits within the Capital Partners Marketing and Sales Enablement team and reports to the Events Strategy Manager (ESM). As an ESS you will support the ESM in devising Line of Business (LOB) wide events/sponsorships strategy, and coordinating and executing BBH hosted client, prospect and intermediary events (i.e. seminars, receptions, client hospitality), including event plans, content, talent, budgeting and oversight of logistics. 

In this role, you will work closely with Event Planning, Creative Services and Systems, as well as front office teams – both pre, during and post event – to ensure that the event strategy is successfully delivered and supports the business objectives.

• You will also assist the ESM in creating, implementing, and reinforcing best practices and procedures to help front office teams create and execute on events/sponsorships plans that aid in business development efforts of Private Banking. The ESS will also support the ESM in tracking office events/sponsorships budgets closely and providing reports on spending, as well as metrics on new business affiliated with events/sponsorships. 

If you are looking to push your career to the next level, introduce yourself by submitting your resume.

Key responsibilities include:  

• Working with the ESM to help front office teams to design, create and execute on a series of events (both in-person and virtual) which support their business development plans and accomplish their events goals. Support of the ESM includes, but is not limited to the following:
• Creating and managing plans and budgets
• Collaborating with Event Planning to secure venues
• Liaising with front office teams on list creation and management and communications
• Securing internal and external speakers
• Working with Creative Services on invitations and other collateral
• Partnering with Event Planning on logistics such as venues, catering and décor
• Executing events on-site as appropriate, some may require local and domestic travel
• Managing the master events calendar
• RSVP and metrics reporting
• Assisting the ESM in developing and executing on events that are compliant, support the goals of CP, and deliver a high-quality experience.
• Working with the ESM to foster collaboration across PB business areas in an effort to enable multi-product relationships and ultimately help drive growth.  This may include targeted communications to specific PB teams, individual conversations with, or suggestions for, key leaders or broader messaging through email and weekly CP meetings.
• Working with the ESM to maintain and onboard any software tools we opt to use to streamline the event planning and execution process
• Working with the ESM to design and maintain measures and metrics to understand the impact and effectiveness of events, sponsorships and the use of marketing spend to better leverage budget and plan.
• Supporting the ESM in working with front office teams to identify, evaluate and execute on sponsorships that are compliant and support the business development goals of CP. This includes coordinating with Creative Services for ad design, working directly with the sponsored organization for documentation and payment processing, sourcing appropriate LOB leader and compliance approvals, and tracking spend against budget.
• Providing support to the CP Marketing team for projects on an ad hoc basis. This may include collateral design review and proof reading, special internal event development and execution, and other projects to be determined.

Qualifications:

• Bachelor’s degree or equivalent work experience
• 1 to 2 years of experience in either event planning or the financial services industry
• Experience with Private Wealth Management preferred
• Excellent attention to detail
• Demonstrated ability to work with VIP clients and senior management; ability to collaborate exceptionally well across products, groups and lines of business
• Exceptional written and verbal communication and organizational skills
• Ability to work on multiple events and sponsorships while meeting deadlines
• Able to perform long-range tasks while handling short-term interruptions
• Knowledge of Microsoft Office programs; CRM systems; Event Planning systems
• Knowledge of Marketo and Monday.com is a plus
• Highly effective service and relationship management
• Strong problem-solving skills

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. 

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.