Events Specialist

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New York, NY, USA
In-Office
Fintech
The Role

Position: Events Specialist
Location: New York City, NY (Hybrid, 3 days in-office)

Company Overview

Financial Technology Partners (FT Partners) is the leading investment bank exclusively focused on the financial technology sector—the intersection of technology-driven innovation and financial services. Founded by Steve McLaughlin, former senior investment banker at Goldman Sachs, FT Partners brings deep industry expertise and an exceptional track record, having been recognized as “Dealmaker of the Year” and “Investment Banking Firm of the Year” by The M&A Advisor.

With offices in New York, San Francisco, and London, our team is comprised of seasoned professionals from top-tier institutions, offering unparalleled advisory capabilities in M&A, capital raising, and strategic advisory across the global fintech landscape.

Role Overview

The Events Specialist will be responsible for the planning, coordination, and execution of firm events—ranging from internal engagement initiatives to high-profile client events, conferences, and networking receptions. This individual will work cross-functionally with internal teams and external partners, delivering a best-in-class experience that reflects FT Partners’ standards of excellence.

This is a hands-on, fast-paced role requiring strong organizational skills, a polished and professional presence, and the ability to manage a dynamic event calendar. The ideal candidate is proactive, detail-oriented, and capable of driving initiatives independently while contributing to a collaborative team culture.

Key Responsibilities
  • Lead planning and execution of a range of events, including client dinners, conference sponsorships, closing celebrations, internal offsites, and employee engagement activities.

  • Manage all administrative components of event logistics including budget tracking, registration platforms, calendar coordination, and process documentation.

  • Oversee event operations such as vendor proposals, run-of-show timelines, A/V and technical needs, branding, and budget reconciliation.

  • Liaise with internal stakeholders and external partners to ensure seamless execution and alignment with firm standards.

  • Deliver high-touch, client-facing service with an emphasis on discretion, precision, and professionalism.

  • Provide on-site event support, including guest check-in, materials distribution, and vendor coordination.

  • Research and evaluate new venues, restaurants, and event spaces to support strategic event planning.

  • Stay current with industry trends, tools, and best practices in event management.

  • Build and maintain strong relationships with vendors, venues, and service providers.

Qualifications
  • 2–5 years of experience in event planning or related field.

  • Proven ability to manage budgets and analyze event-related expenses using Microsoft Excel.

  • Proficiency in Microsoft Office Suite; experience with CRM systems and event management software is preferred.

  • Exceptional project management and multitasking abilities within a fast-paced, high-performance environment.

  • Strong interpersonal skills and a polished, client-facing demeanor.

  • Experience supporting senior executives and high-profile clients with professionalism and discretion.

  • Impeccable organizational skills and attention to detail.

  • Self-motivated, adaptable, and capable of managing both strategic and tactical tasks.

  • Willingness to work evenings and weekends as needed for event execution.

  • Ability to travel as required.

Professional Attributes
  • Strong written and verbal communication skills; capable of producing high-quality materials and presentations.

  • Mature, confident presence in both internal meetings and external interactions.

  • Collaborative mindset with a strong sense of ownership and accountability.

  • Comfortable working under pressure with excellent prioritization and time management skills.

  • Commitment to continuous learning and professional growth—for both self and others.

Why FT Partners?
  • Leadership team comprised of former senior investment bankers from Goldman Sachs and J.P. Morgan.

  • Consistent recognition as “Investment Bank of the Year,” “Boutique of the Year,” and more.

  • Involvement in industry-shaping deals across billion-dollar transactions and high-growth VC rounds.

  • Clear path for career advancement and competitive compensation.

  • Access to top-tier clients and exceptional deal flow in one of the fastest-growing sectors.

  • Dynamic, tight-knit team culture with a focus on excellence, innovation, and collaboration.

Selected Transactions Include Advising

  • Divvy's $2.5 billion Sale to Bill.com
  • GreenSky’s $2.2 billion Sale to Goldman Sachs
  • Forge’s $2 billion Merger with Motive Capital Corp.
  • Truebill’s $1.3 billion Sale to Rocket Companies
  • Revolut's $800 million Financing at a $33 billion Valuation
  • SpotOn’s $300 million Series F Financing at a $3.6 billion Valuation
  • Upgrade’s $280 million Series F Financing at a $6 billion Valuation
  • CAIS’ $225 million Series C Financing at a $1 billion+ Valuation
  • Bilt’s $200 million Financing at a $3.1 billion valuation
  • Newfront’s $200 million Financing at a $2.2 billion Valuation
  • DailyPay’s $75 million Financing at a $1.8 billion Valuation
  • Cart.com’s $60 million Series C Financing at $1.2 billion Valuation
  • Acorn’s Acquisition of GoHenry

Inclusion and Equal Opportunity Employment: Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. If you require reasonable accommodation as part of the application process, please contact [email protected].

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The Company
New York, NY
244 Employees
Year Founded: 2001

What We Do

Financial Technology Partners ("FT Partners"​) is the only investment banking firm focused exclusively on the financial technology ("FinTech"​) sector. We broadly define the sector as the dynamic convergence of technology-based solutions and financial services. FT Partners was recently recognized as "Dealmaker of the Year"​ and "Investment Banking Firm of the Year"​ by The M&A Advisor.

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