The EM specialist will act as planner for both conferences and events, averaging 15 – 20 annually, either as lead, directing a team and/or in partnership with another specialist on the team. The conference product consists of investor days, thought leadership seminars, third party sponsorships and large-scale global institutional conferences. Events include client hospitality programs and entertainment, sponsorship activation, CEO town halls and internal summits, activity outings, bespoke client experiences, dinners, receptions and ticketing. Planner should be both comfortable following process, abiding by policies and best practices, but should also look to innovate and reinvent, as well as inspire and mentor the team.
• act as lead planner and/or co-planner on a diverse allocation of programs within the conference and event products for multiple businesses within the Investment Bank
• prepare multi-faceted budget forecasts and manage approval processes
• liaise with event stakeholders, internal partners and support teams, directing process, building relationships and upholding team/functional credibility
• plan and execute all event and conference logistics including venue negotiations, proposals and contracting, timelines, budget planning and reconciliation, content development and speaker management, marketing materials and web development, RSVP management and reporting, agenda creation, audio-visual, event technology, entertainment, transportation, VIP handling, sets, signage and environmental design, premiums and post-conference summaries
• work in tandem with Corporate Access team on investor days and institutional conferences to support logistics for 1x1 meetings, client marketing communications development and distribution, expert speaker engagement, agenda supervision, registration oversight and reporting
• oversee analyst deliverables and participating company commitments and activity when building out investor conference agendas
• liaise with corporate client investor relations teams regarding conference participation and logistics
• work with preferred technology tools to build budgets, create and send conference and event communications, develop microsites, collect registrations, pull data and formulate reports
• work with Marketing Strategists to develop tailored, signature conference and event opportunities, in line with business, country and brand objectives, as well as those firm-wide
• collaborate with Strategists and business stakeholders on thematic content discussions when needed, contributing with well imagined/researched recommendations, pricing and proposals
• facilitate design of marketing materials complying with corporate identity and global standards
• oversee conferences and events onsite to ensure flawless execution; anticipated travel 5 – 7 times annually
• foster relationships with vendor and hospitality partners

Detailed salary information:
• New York: the salary range for this role is $150000 to $187500
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.