Sr Associate, Events Manager

Posted 16 Days Ago
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New York, NY
Hybrid
100K-135K Annually
Senior level
Fintech • Software • Financial Services
Speed, Transparency and Scale for Sophisticated Investors™.
The Role
The Senior Associate, Events Manager will oversee event planning and execution, manage logistics, coordinate with vendors, and analyze event performance metrics within the financial services sector.
Summary Generated by Built In

About Clear Street: 

Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets.

We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Clear Street’s proprietary prime brokerage platform adds significant efficiency to the market, while focusing on minimizing risk, redundancy, and cost for clients. Our goal is to create a single source-of-truth platform for every asset class, in every country, and in any currency.

By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.


Overview

We are seeking a highly organized and execution-focused Senior Associate, Events to support the planning and delivery of our external events portfolio across the financial services ecosystem. This role will work closely with—and under the guidance of—the Associate Director, Events, and will be primarily responsible for the day-to-day execution of industry conferences, bespoke client hospitality events, and owned conferences.

The ideal candidate brings strong operational discipline, experience managing complex logistics, and comfort working in fast-paced, high-touch environments with senior internal stakeholders and external partners.

Key Responsibilities

Event Execution & Operations

  • Execute external events end-to-end with direction and oversight from the Associate Director, including:
    • Industry and third-party conferences
    • Bespoke client hospitality experiences
    • Firm-hosted and owned conferences
  • Manage event timelines, task lists, run-of-show documents, staffing schedules, and on-site execution plans
  • Serve as the primary point of contact for vendors during execution phases and on-site

Logistics & Vendor Management

  • Coordinate venues, vendors, AV, catering, signage, transportation, travel, accommodations, and speaker logistics
  • Support contract review, invoicing, and budget tracking in partnership with the Associate Director
  • Ensure all event details are executed accurately and on brand
  • Support on-site execution, troubleshooting, and real-time problem solving

Event Platforms & Systems

  • Build and manage events within platforms such as Cvent, OpenExchange, and similar tools
  • Handle registration setup, attendee communications, meeting scheduling, badging, and reporting
  • Maintain clean attendee data and post-event documentation

Cross-Functional Support

  • Partner with marketing, sales, investor relations, and executive teams to support event execution and attendee coordination
  • Assist with executive and speaker preparation, briefing materials, and on-site support
  • Coordinate with design and marketing teams on invitations, signage, digital assets, and event materials

Event ROI & Performance Analysis

  • Track and analyze event performance metrics in partnership with the Associate Director, including:
    • Attendance vs. registration and target lists
    • Meeting volume, quality, and follow-up outcomes
    • Client and prospect engagement across event formats
    • Budget adherence and cost efficiency by event type
  • Compile post-event recaps and dashboards summarizing key outcomes, insights, and learnings
  • Partner with sales, marketing, and coverage teams to reconcile attendee data, meetings held, and post-event activity
  • Maintain organized records of event performance to inform future planning, budgeting, and prioritization
  • Identify trends and opportunities to improve event execution, attendee experience, and overall return on investment
Qualifications

Required

  • 6+ years of experience in event planning, event marketing, or experiential roles, preferably within financial services, fintech, or B2B professional services
  • Hands-on experience executing:
    • Industry conferences
    • High-touch client hospitality
    • Owned or proprietary conferences
  • Proficiency with event management platforms such as Cvent, OpenExchange, or similar
  • Strong organizational and project management skills with the ability to manage multiple events simultaneously
  • Comfortable supporting senior leaders and client-facing events
  • Willingness to travel and work extended hours during event weeks

Preferred / Bonus

  • Experience with design or marketing tools (e.g. Figma, Canva)
  • Familiarity with CRM and marketing platforms (e.g., Salesforce, HubSpot)
  • Strong attention to detail and appreciation for brand and guest experience
Skills & Attributes
  • Execution-driven with exceptional attention to detail
  • Calm, adaptable, and solutions-oriented under pressure
  • Strong communicator and reliable collaborator
  • Comfortable taking direction while owning deliverables
  • Professional, polished presence in client-facing environments

This is an opportunity to play a critical role in delivering high-impact events at a leading financial services firm, while learning from an experienced Associate Director and gaining exposure to senior leadership, investors, and clients. The role offers meaningful ownership of execution with room to grow into broader strategic responsibilities over time.


We Offer: 

The Base Salary Range for this role is $100,000-$135,000. This range is representative of the starting base salaries for this role at Clear Street. Where a candidate falls in this range will be based on job related factors such as relevant experience, skills, and location. This range represents Base Salary only, which is just one element of Clear Street's total compensation. The range stated does not include other factors of total compensation such as bonuses or equity.

At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dental and vision insurance. Our belief has always been that we are better as a business when we are all together in person. As such, we are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.

Our top priority is our people. We’re continuously investing in a culture that promotes collaboration. We help each other through challenges and celebrate each other's successes. We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse — in ideas, in cultures, and in experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer. #LIHYBRID

Top Skills

Canva
Cvent
Figma
Hubspot
Openexchange
Salesforce

What the Team is Saying

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The Company
HQ: New York, NY
581 Employees
Year Founded: 2018

What We Do

Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.

We give our clients the technology, tools, and service once reserved for the largest institutions, rebuilt with modern infrastructure. Our single, cloud-native, end-to-end capital markets platform powers investor growth today and is transforming how they can interact with markets tomorrow.

For more information, visit https://clearstreet.io.

Why Work With Us

Clear Street has thoughtfully cultivated a team that combines problem-solving engineers with financial industry experts across clearing platforms, compliance, and more. The company is focused on building a team that is motivated to tackle fintech innovation and create a collaborative work culture for everyone.

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Clear Street Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.

Typical time on-site: 4 days a week
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