Project Manager, Asset Management

First Global Management Services, Inc.New York, NY
10h$70,000 - $100,000Hybrid

About The Position

As the Project Manager, embedded in Asset Management, you will work on the marketing and events team to support client event engagement. This team member will support initiatives, interfacing with key leaders across the business, advisors and advisor teams, marketing team members, agencies and vendors to deliver the very best experiences for our clients and prospects.

Requirements

  • Requires 5-7 years' experience
  • Project Management experience, preferably in the financial services industry or a corporate environment
  • Ability to manage multiple projects simultaneously
  • Strong organizational skills, attention to detail and ownership of projects
  • Highly organized with the ability to work in a high-pressured environment
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Highly organized with attention to detail and excellent follow-through
  • Strong verbal and written communication skills
  • Strong experience with Microsoft Office Suite, including Outlook, Word, Excel and Powerpoint; Salesforce experience a plus
  • Strong client management skills with the ability to influence and lead by example, fostering a positive environment
  • Strong ability to create best practices and take on new initiatives independently
  • Client-centric, approachable, ability to adjust to client needs and style and deepen relationships in support of their business and programs; adapt to ever-changing demands and different client work styles
  • Motivated, self-starter, ability to take direction and work independently; ability to think innovatively
  • Entrepreneurial
  • Creative thinker
  • Willingness to travel (up to 10%)
  • Strong communication skills and empathy for complex issues
  • Excellent written and oral communication skills at all levels
  • Requires ability to work other shifts and weekends and in excess of 40 hours/week, as necessary
  • Requirement to be onsite at domestic events, and may require international travel when necessary
  • Requires the ability to lift / move up to 30 pounds when necessary
  • Essential physical requirements including standing, sitting, typing, handling of materials including lifting / moving items

Nice To Haves

  • Knowledge of relevant and interesting arts and cultural events, a plus
  • Salesforce experience a plus

Responsibilities

  • Support end-to-end execution of events including webinars, meetings, roundtables, and conferences
  • Coordinate event logistics such as registration, calendars, venues, AV, catering, and materials
  • Manage event timelines, checklists, and task tracking to ensure deadlines are met
  • Assist with speaker coordination, agendas, briefing documents, and content collection
  • Prepare and distribute event communications, invitations, and follow-ups
  • Liaise with vendors, production teams, and internal stakeholders
  • Support live and on-site execution, including run-of-show and troubleshooting
  • Ensure event materials meet branding and compliance requirements
  • Help track attendance, feedback, and post-event reporting

Benefits

  • Medical, Dental & Vision which includes the option of a high deductible health plan (HDHP) with a health savings account (HSA)
  • 401 (k)
  • Five Flexible Spending Accounts Options
  • Generous Paid Time Off Allowance
  • Employee Assistance Program (EAP)
  • Life, Disability & Pet Coverages
  • Wellness Stipend
  • Mobile Phone Allowance
  • Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more
  • Aura Identity Theft Protection
  • Discretionary Bonus Structure
  • Global Opportunities: With a presence in 7 countries worldwide, including headquarters in London, New York, and Singapore, you may have the opportunity to work on exciting projects across different locations.
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