Job description

About the Role iCapital is seeking an experienced Events Manager Assistant Vice President or Vice President to join the Global Events team, reporting to the Global Head of Events. This role will be responsible for leading full cycle event to support iCapital’s distribution partnership with a large wealth management client (the Client) across North America and the EMEA region. This individual will focus on event planning, logistics, operations, project management, and stakeholder coordination. The ideal candidate is a highly organized event professional who thrives in a fast-paced environment and excels at managing multiple complex programs simultaneously. Responsibilities Lead the end-to-end planning and execution of conferences, educational roadshows, webinars, workshops, and sponsorship activations ensuring alignment with the Client, third party GPs and iCapital’s goals. Manage all aspects of event logistics, including venue sourcing, contract negotiations, registration, attendee management, catering, audiovisual production, transportation, event materials, and onsite operations. Develop and maintain detailed project plans, timelines, budgets, and event calendars to ensure flawless execution and accountability. Coordinate speaker logistics, presentation collection, rehearsals, and onsite support to ensure a seamless event experience. Support both in-person and virtual events while maintaining consistent and high-quality attendee experience. Partner closely with Alternative Investment Specialists, Sales, Marketing, General Partners, and client stakeholders to deliver impactful advisor-facing educational programs. Serve as the primary liaison between iCapital, wealth management partners, asset managers, agencies, vendors, and venues. Build strong working relationships across internal and external stakeholder groups to drive alignment and successful execution. Support the development of educational agendas and event experiences that align with business objectives and audience needs. Manage event budgets, contracts, compliance approvals, vendor onboarding, invoice processing, and event reconciliation. Utilize Cvent, Monday.com, and other event technology platforms to manage registration, communications, project tracking, and reporting. Build scalable processes, playbooks, and best practices to improve efficiency and consistency across programs. Identify opportunities to enhance the attendee experience and improve operational excellence across all events. Track event performance, attendee engagement, and program effectiveness. Deliver post-event reporting and recommendations to enhance future programs. Monitor event success against established goals, budgets, and stakeholder expectations. Evaluate processes and identify opportunities for improvement consistently. Qualifications 6–12+ years of experience in event management, conference planning, field marketing, experiential marketing, or related disciplines Basic to intermediate knowledge of alternative investments, wealth management, asset management, or financial services is preferred Strong project management skills with the ability to manage multiple priorities across various stakeholders, time zones, and deadlines Experience managing event budgets, contracts, vendor relationships, and complex logistics Proficiency with Cvent, Monday.com, Microsoft Office, and virtual event platforms Excellent communication and interpersonal skills with the ability to engage effectively at all levels, from senior executives to external vendors Strategic thinker with a strong execution mindset and attention to detail Willingness to travel domestically and internationally and work across time zones as needed Highly organized event professional who enjoys bringing complex programs to life Exceptional project manager who can balance strategy with flawless execution Able to build trust with clients, colleagues, and external stakeholders Proactive problem-solving skills with the ability to anticipate challenges and drive solutions Passion for delivering world-class experiences that strengthen relationships and support business growth Benefits The base salary range for this role is $115,000 to $165,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit icapitalnetwork.com Twitter: @icapitalnetwork | LinkedIn: linkedin.com | Awards Disclaimer: icapitalnetwork.com iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Requirements

Must-haves

Lead the end-to-end planning and execution of conferences, educational roadshows, webinars, workshops, and sponsorship activations ensuring alignment with the Client, third party GPs and iCapital’s goals.
Manage all aspects of event logistics, including venue sourcing, contract negotiations, registration, attendee management, catering, audiovisual production, transportation, event materials, and onsite operations.
Develop and maintain detailed project plans, timelines, budgets, and event calendars to ensure flawless execution and accountability.
Coordinate speaker logistics, presentation collection, rehearsals, and onsite support to ensure a seamless event experience.
Support both in-person and virtual events while maintaining consistent and high-quality attendee experience.
Partner closely with Alternative Investment Specialists, Sales, Marketing, General Partners, and client stakeholders to deliver impactful advisor-facing educational programs.
Serve as the primary liaison between iCapital, wealth management partners, asset managers, agencies, vendors, and venues.
Build strong working relationships across internal and external stakeholder groups to drive alignment and successful execution.
Support the development of educational agendas and event experiences that align with business objectives and audience needs.
Manage event budgets, contracts, compliance approvals, vendor onboarding, invoice processing, and event reconciliation.
Utilize Cvent, Monday.com, and other event technology platforms to manage registration, communications, project tracking, and reporting.
Build scalable processes, playbooks, and best practices to improve efficiency and consistency across programs.
Identify opportunities to enhance the attendee experience and improve operational excellence across all events.
Track event performance, attendee engagement, and program effectiveness.
Deliver post-event reporting and recommendations to enhance future programs.
Monitor event success against established goals, budgets, and stakeholder expectations.
Evaluate processes and identify opportunities for improvement consistently.
6–12+ years of experience in event management, conference planning, field marketing, experiential marketing, or related disciplines
Strong project management skills with the ability to manage multiple priorities across various stakeholders, time zones, and deadlines
Experience managing event budgets, contracts, vendor relationships, and complex logistics
Proficiency with Cvent, Monday.com, Microsoft Office, and virtual event platforms
Excellent communication and interpersonal skills with the ability to engage effectively at all levels, from senior executives to external vendors
Strategic thinker with a strong execution mindset and attention to detail

Nice-to-haves

Basic to intermediate knowledge of alternative investments, wealth management, asset management, or financial services is preferred

Application prep

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Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

Pto

Paid Time Off

Parental Leave