Events & Sponsorships Associate

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families family offices endowments foundations and institutions. Our investment managers tax and estate planning professionals work together to develop holistic strategies to optimize clients portfolios while mitigating the impact of taxes on their wealth. As a fiduciary the guidance we provide is in the best interests of our clients without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary Trust International is owned by Franklin Templeton a dynamic firm that spans asset management wealth management and fintech giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents youll get exposed to different cultures people and business development happening around the world.

The Events and Sponsorships Associate plays a key role in planning and executing the firms national and regional events sponsorships and charitable initiatives. Working closely with the Regional Marketing team this role independently manages assigned programs from planning through execution collaborating with internal stakeholders and external partners to deliver exceptional experiences that strengthen client relationships and support the firms marketing and business development objectives.

Position Overview

The Events and Sponsorships Associate reports to the Regional Marketing Director and works in close partnership with the Events and Sponsorships Manager as part of the Regional Marketing team. This role supports the execution of the firms national and regional events sponsorships and charitable initiatives by delivering exceptional project management coordination and operational excellence across a broad portfolio of marketing programs.

In this position you will independently manage the planning and execution of assigned live virtual and hybrid eventsincluding educational programs client events sponsorship activations employee events and conferencesfrom initial planning through post-event evaluation. You will manage project plans and timelines coordinate logistics and vendors oversee attendee management track budgets and expenses support event communications and help ensure every program is delivered on time within budget and to the firms high standards.

You will also support the execution of the firms sponsorships and charitable giving initiatives by coordinating deliverables maintaining relationships with external organizations and vendors and ensuring opportunities are executed in accordance with firm standards regulatory requirements and marketing objectives. The Associate is expected to work independently on assigned initiatives while collaborating closely with the Events and Sponsorships Manager on priorities execution and continuous improvement contributing recommendations that enhance the quality efficiency and effectiveness of the firms events and sponsorship programs.

How You Will Add Value

• Plan and execute assigned events sponsorships and charitable initiatives that support the firms regional and national marketing objectives and foster meaningful engagement with clients prospects and industry partners.
• Independently manage assigned projects from planning through execution including project plans timelines budgets and post-event follow-up ensuring initiatives are delivered on time and within budget.
• Coordinate all event logistics including but not limited to venue sourcing catering audiovisual production transportation materials production gifting onsite staffing and event execution.
• Support agenda development by coordinating with internal stakeholders content providers and external speakers to ensure all program content is delivered accurately and on schedule.
• Develop and deploy event communications including invitations registration materials attendee communications and post-event follow-up ensuring consistency with firm branding and messaging.
• Coordinate sponsorship activation deliverables ensuring contractual obligations branding opportunities and marketing benefits are executed accurately and on schedule.
• Maintain project budgets process invoices reconcile expenses and track event metrics attendee information and other program data.
• Partner with colleagues across Marketing and business lines to coordinate activities and ensure a consistent high-quality client experience across all programs.
• Coordinate with internal partnersincluding Compliance Legal Procurement Finance Communications and Facilitiesto ensure all initiatives meet corporate and regulatory requirements.
• Manage relationships with external vendors venues and service providers to support the successful execution of events and sponsorships.
• Identify opportunities to improve planning processes operational efficiencies and execution contributing recommendations that enhance the quality and effectiveness of the firms events and sponsorship initiatives.
• Assist in various ad hoc projects to support business objectives e.g. maintain brand store and inventory of branded merch/gifts and assist with additional marketing initiatives and special projects as assigned.

What Will Help You Be Successful

• Approximately 5-8 years of experience in corporate events event marketing sponsorship management or hospitality preferably serving high-net-worth luxury or professional services audiences.
• Financial services industry experience preferred; experience in private banking or wealth management is a plus.
• Excellent organizational time management and project management skills with the ability to manage multiple concurrent projects in a fast-paced environment.
• Demonstrated ability to independently manage projects while collaborating effectively as part of a team.
• Strong attention to detail with exceptional organizational and follow-through skills.
• Excellent verbal and written communication skills.
• Strong interpersonal skills with the ability to build productive relationships across all levels of the organization and with external partners.
• Experience managing vendors negotiating services and coordinating complex event logistics.
• Strong analytical problem-solving and decision-making skills with the ability to anticipate issues and adapt quickly to changing priorities.
• Highly organized proactive resourceful and client-focused with a commitment to delivering exceptional experiences.
• Experience using event management and email marketing platforms preferred.
• Intellectually curious with a genuine interest in learning continuous improvement and operational excellence.
• Ability to respond quickly and effectively to evolving business needs.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Ability to travel as needed -- approx. 10-20 days per year.

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to support their well-being and recognize their time talents and results. Along with base compensation employees are eligible for an annual discretionary bonus a 401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare options insurance and disability benefits employee stock investment program learning resources career development programs reimbursement for certain education expenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $95000 - $115000 depending on location and level of relevant experience plus discretionary bonus.