Bessemer Trust, a leading multi-family office, is seeking a highly skilled and motivated Event Manager to manage overall guest experience at our events.
The Event Manager will be a member of the Bessemer Trust 15-member Marketing & Client Engagement Department, which is responsible for delivering the Bessemer Trust brand to existing and prospective clients, and centers of influence (COI) across multiple channels. As one of the largest privately owned wealth management firms in the United States, Bessemer Trust oversees over $200 billion in assets for over 3,000 wealthy families and individuals.
Key Responsibilities
- Plan, coordinate, and manage approximately 125 events annually across the U.S., ranging in size from 15 to 500 attendees, including clients, prospective clients, and centers of influence (COIs).
- Utilize Cvent, Salesforce, and Zoom as core tools for event planning, registration, tracking, and execution; proficiency is required.
- Be aligned with key stakeholders, business objectives, and audience expectations.
- Partner with colleagues to support the planning, development, and execution of a wide range of events, including conferences, breakfasts, luncheons, cocktail receptions, dinners, sporting events, and sponsorships.
- Manage events delivered across both in-person and virtual platforms, including Zoom meetings and webinars.
Event Planning & Execution
- Source and evaluate appropriate venues; negotiate contracts with hotels and third-party vendors, including food and beverage, guest rooms, décor, audio-visual, entertainment, and transportation.
- Review and approve banquet event orders (BEOs), ensuring accuracy and alignment with event objectives and standards.
- Develop and maintain detailed event budgets; proactively identify and implement cost-control and cost-reduction strategies.
- Oversee the end-to-end invitation process, including content development, proofreading, design coordination, and delivery.
- Collaborate with a flexible event support team of approximately 10 cross-functional Bessemer employees to ensure consistent execution and adherence to Bessemer’s brand standards.
- Travel to and attend select regional and national events to support on-site execution and stakeholder engagement.
- Stay current on hospitality, travel, and trends.
Qualifications:
- Bachelor’s degree required, with ~10 years of full-time corporate event management experience; experience within the financial services or wealth management industry is strongly preferred.
- Demonstrates a highly collaborative approach to event planning, supported by a strong understanding of the business, key stakeholders, and external partners, ensuring events are strategically aligned and thoughtfully executed.
- Demonstrated expertise in managing Zoom meetings and webinars; proficiency is required.
- Strong proficiency with Cvent and Salesforce is highly preferred.
- Comprehensive knowledge of hotel and event contracting practices, including negotiating.
- Willingness and ability to work extended hours as business needs require.
- Ability to travel up to 40% of the time.
- Highly enthusiastic, energetic, and service-oriented professional with a strong commitment to excellence.
- Exhibits exceptional attention to detail, a strong sense of urgency, and consistent follow-through.
- Strong interpersonal skills with the ability to build, influence, and maintain effective working relationships.
- Flexible and adaptable, with the ability to respond effectively to changing priorities.
- Exceptional verbal and written communication skills, paired with professionalism, discretion, and confidentiality when handling sensitive information and materials.
The base salary range for this position is $130K - $170K. Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range.
In addition, this position may be eligible for a discretionary incentive-based bonus based on individual and company performance.
Eligible employees may participate in a 401 (K) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability covering and paid holidays, vacation, and sick days.
About Bessemer Trust
Bessemer Trust is a family office, overseeing more than $200 billion in assets for over 3,100 individuals and families of substantial wealth. Its more than 1,200 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer’s adherence to putting clients’ interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.
Key Facts:
- For 118 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
- Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
- To watch a video about Bessemer Trust’s history, click here.
- To learn more about Bessemer Trust, click here.
About Our Employee Rewards and Benefits:
We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
- Competitive base salary plus discretionary annual bonus for select positions
- A 401(k) plan with a generous annual profit-sharing contribution
- Personalized development and career opportunities, including tuition reimbursement support
- Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
- Employee assistance (EAP) and wellness programs
- Hybrid work environment: 60% in office, 40% remote for most positions
- Paid time off and paid parental leave
- Employer-paid life insurance and short- and long-term disability coverage
- Legal services and financial wellness plans at no cost to employees
Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.
Top Skills
What We Do
Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.
