Event Planner - Financial Services

Jack Morton Worldwide • New York, NY

7d • Hybrid

About The Position

The Event Planner is a key member of our event team, supporting the planning and execution of high-profile events for our financial services client. This role is ideal for a highly organized and detail-oriented individual who thrives in fast-paced environments and is eager to grow their expertise in complex event production. The Planner works closely with senior team members and client stakeholders to deliver seamless, high-quality experiences with a strong attention to detail and operational excellence. While you’ll be a Jack Morton employee, this role will be uniquely embedded with one of our key financial services clients. Candidates must be based in the NYC area and willing to work in the office at least four days a week.

Requirements

• 3-7 years of experience in high-profile event production, preferably within financial services.
• Exceptional verbal and written communication skills—must be clear, concise, and professional in all interactions.
• Proven ability to manage complex travel logistics and high-profile guest services with attention to detail and discretion.
• Strong organizational skills with the ability to manage multiple projects simultaneously and meet tight deadlines.
• Ability to work flexible hours, including evenings, and weekends

Nice To Haves

• Experience working with C-Suite executives or high-net-worth individuals preferred.
• Proven ability to develop and present high-level reporting to senior leadership.
• Problem-solving mindset with the ability to remain calm under pressure.

Responsibilities

• Support the planning, coordination, and execution of client-hosted events, ensuring smooth operations across all phases
• Assist in managing event elements including venue research, logistics coordination, vendor communication, and production support.
• Develop and maintain detailed timelines, run-of-show documents, and task trackers to support successful delivery.
• Ensure all event components align with brand standards and quality expectations.
• Provide on-site support for event execution, helping to troubleshoot and ensure a seamless attendee experience.
• Support communication between the agency team and client stakeholders across assigned projects.
• Participate in status updates and help track progress, action items, and key deliverables.
• Collaborate with internal teams and external partners to ensure alignment and timely execution.
• Build an understanding of client objectives and contribute to delivering against those goals.
• Assist in coordinating guest-facing elements such as registration, communications, and on-site experience.
• Support execution of ancillary experiences including dinners, receptions, and hospitality moments.
• Help ensure a polished, detail-oriented experience from arrival through departure.
• Support budget tracking and reconciliation, ensuring accuracy and organization across project spend.
• Assist in sourcing vendors, gathering proposals, and coordinating logistics with partners such as venues, catering, and AV.
• Help manage vendor communications and ensure deliverables are met.
• Identify potential issues and escalate to senior team members as needed.
• Support contingency planning and assist with on-site problem solving.

Benefits

• This role requires a high level of professionalism, discretion, and adaptability.
• If you are passionate about delivering exceptional experiences and have a proven track record in high-touch attendee logistics, we’d love to hear from you.
• We believe in diversity, equity and inclusion.
• Jack Morton is equal opportunity employer; we strongly value diversity at our companies. We do not discriminate on race, religion, color, national origin, disability, sexual orientation, gender identity, gender expression, age, marital status, veteran status, or any other basis prohibited by law.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed