CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency.

CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London.

We are seeking an enthusiastic and solutions-oriented Event Planner to join the Marketing team. The candidate will be responsible for a variety of strategic and tactical marketing initiatives and will gain significant exposure to projects across the spectrum. Projects include event coordination and management, assisting with programming events, and on-site assistance. The ideal candidate will possess a can-do attitude, be detail-oriented, and have excellent project management and execution skills. This is a unique opportunity to showcase your creativity, organizational skills, and attention to detail while working in a dynamic and fast past-paced environment. This role may be required to work outside of regular business hours and travel.  

Responsibilities:
Event Coordination: 

Coordinate pre-event tasks such as briefing templates, production of printed materials, packing and shipping of event supplies across both proprietary and third-party events and sponsorships  Support event execution areas such as venue sourcing, agenda management, vendor relations, contract negotiations, expense management, food and beverage management, audio visual management and budget reconciliation  Coordinate customized gift orders and support the management of the online gifting store for CAIS employees. 

On-site Support: 

Provide on-site support at in-house and off-site events, including registration, set-up, AV management and tear down   Support the firm's participation in third-party industry events, ensuring exhibit presence, branding, vendor management, lead tracking, and promotional efforts. 

Brand Management: 

Elevate the CAIS brand consistency across all proprietary and third-party events  Represent the Marketing team in internal and external conversations related to events and campaigns. 

Relationship Building: 

Build and maintain strong relationships with industry professionals. 

Collaboration: 

Collaborate cross functionally with internal business stakeholders, vendors, marketing partners, and operations teams for all events.  Assist in sourcing appropriate venues that align with the vision, objectives, and budget. 

Reporting 

Work with the business and marketing leaders to identify KPIs for events and ensure processes are solidified for measurement and follow through. 

 

Qualifications: 

2+ years of professional experience, preferably in a marketing events role  Proficient in Cvent event technology.  Exceptional attention-to-detail and organizational skills.  Strong project management and decision-making abilities, including ability to problem solve and offer creative solutions at moment’s notice  Excellent interpersonal skills and ability to work collaboratively.  Proficiency in Microsoft Products, including Word, Excel and PowerPoint, with strong reporting and analytics skills.  Ability to work independently and as part of a team in a fast-paced environment and prioritize tasks.  Willingness to learn and develop knowledge of financial services.  Bachelor's degree in English, marketing, communications, hospitality, or a related discipline preferred. 

 

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.  Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers.   

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $80,000 - $110,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.   

CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and flexible PTO and generous parental leave. Additionally, CAIS offers a hybrid in-office model. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.