Team Lead – Event Management

FIRST

. Collaborate with the Team Manager on the strategic approach to a dedicated client account .

Posted 9/15/2026full-timeRemote • United StatesSenior💰 $113,891 - $130,975 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive event management expertise, particularly in the financial services industry, with strong leadership and project management skills. Capable of managing client relationships, mentoring teams, and optimizing workflows while ensuring compliance and best practices.

Highest-signal resume keywords

Event Management ExperiencePeople Management ExperienceProject Management SkillsClient Management SkillsCvent Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Event TechnologyVenue SourcingContract NegotiationMicrosoft ExcelRegistration TechnologyVirtual PlatformsPerformance DevelopmentWorkload ManagementBest Practices DevelopmentCompliance Adherence

Soft Skills

LeadershipCommunicationEmpathyAdaptabilityMotivated Self-Starter

Tools & Technologies

CventDealogicConference ManagerZoomWebexOn24

Industry Keywords

Financial ServicesC-Level Executive EventsConferencesClient RelationshipsSuccession Planning

About the role

Key responsibilities & impact

Collaborate with the Team Manager on the strategic approach to a dedicated client account
Provide on-the-ground insight into client business and identify opportunities
Manage multiple company and client initiatives simultaneously
Support C-level and senior stakeholders
Manage key business relationships and team operations
Support planning, venue sourcing, attendee data management, roadshow management or event technology workstreams as assigned
Mentor and develop 5–12 direct reports
Conduct performance development conversations
Oversee team workload, capacity and pressure points through regular 1:1 meetings
Manage vacation schedules and approve monthly expenses
Maintain strong client relationships
Support development opportunities, business coverage, continuity and succession planning
Participate in FIRST initiatives and extracurricular activities
Lead and motivate the team while fostering positive communication, inclusion and morale
Support recruitment, onboarding and offboarding for direct report roles
Train and develop team members on best practices, suppliers, services and venues
Refine workstreams, improve efficiency, troubleshoot problems and optimize workflows
Ensure adherence to standard operating procedures and compliance requirements
Report potential concerns and successes to management
Manage assigned books of work end to end
Collaborate with internal partners and stakeholders on event deliverables and objectives
Travel for onsite event management when necessary

Requirements

What you’ll need

People management experience required
Bachelor's Degree preferred
8-10+ years’ event management experience, in the financial services industry (strongly preferred) or a corporate environment
Advanced experience of events and conferences, including C-level executive events, cocktail receptions, meetings and conferences
Experience with venue sourcing, including contracting, negotiation and commission collection, may be required
Experience with event and registration technology, particularly Cvent and Dealogic / Conference Manager, may be required
Experience with virtual platforms including Zoom, Webex and On24, may be required
Extensive experience working with and managing senior clients
Strong leadership experience
Advanced project management skills with the ability to manage multiple projects simultaneously
Excellent written and oral communication skills
Strong proficiency with Microsoft Office, specifically Excel
Extensive industry knowledge of new suppliers, venues, services and best practices
Strong client management skills
Ability to create best practice and take on new initiatives independently
Client-centric, approachable, adaptable to client needs and styles
Motivated self-starter able to take direction and work independently
Leadership, influencing, negotiation and decision-making skills
Strong communication skills and empathy for complex issues
Must live in the US
EST time zone location preferred

Benefits

Comp & perks

Medical, Dental & Vision, including the option of a high-deductible health plan (HDHP) with a health savings account (HSA)
401 (k)
Five Flexible Spending Accounts Options
Generous Paid Time Off Allowance
Employee Assistance Program (EAP)
Life, Disability & Pet Coverages
Wellness Stipend
Mobile Phone Allowance
Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more
Aura Identity Theft Protection
Discretionary Bonus Structure
Global Opportunities to work on projects across different locations