Marketing & Event Planning Consultant

We are currently seeking candidates for a Marketing & Event Planning Consultant opportunity with a top-tier Investment Management firm located in Boston, MA. The Marketing & Event Planning Consultant will be responsible for organizing a multitude of events and conferences, and will collaborate with design, channel marketing, sales, and compliance teams on a daily basis. The ideal candidate will have 6+ years of financial services event planning and event marketing experience.

This is a 12+ month contract opportunity, paying between $55-$65/hour (depending on experience) during a 40-hour work week.


  • Organize and oversee a multitude of events and conferences for the firm
  • Manage day-to-day development and curation of conferences, proprietary programs, and events
  • Cultivate and preserve vendor relations as it pertains to event planning and marketing initiatives
  • Collaborate with team members and third-party organizers throughout the entirety of event planning processes
  • Assist in content creation and material preparation for events and conferences (will utilize PowerPoint regularly)
  • Contribute to efforts to promote events and conferences
  • Maintain strong communication with design, channel marketing, sales, and compliance teams on daily basis to support program management of events
  • Utilize CVENT throughout event planning & marketing processes
  • Provide additional assistance as needed


  • BS/BA degree in a relevant field
  • 6+ years of financial services event planning and marketing experience
  • Strong understanding of the investment management marketing compliance regulations
  • Experience utilizing CVENT
  • Demonstrated proficiency in MS Office Suite with strong emphasis on PowerPoint
  • Strong organization, negotiating, and time-management skills
  • Excellent communication and interpersonal skills


For immediate consideration, interested and qualified candidates should send their resume to Jenny at




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