Senior Roadshow Coordinator (Deal Roadshow Experience)
11 days ago
New York
Building a Brand Starts with a Story FIRST is a leading global brand experience agency serving clients in various industries including financial services technology new & traditional media aerospace healthcare and professional services. FIRST has received numerous accolades including being listed among the 2025 Most Innovative Marketing Agencies of the Year by Chief Marketer named Top Agency of the Year 2024 by Event Marketer highlighted as a Global Agency of the Year over 100 Employees by C&IT and listed among the 200 Top Marketing Agencies in& 2022 by Chief Marketer. Learn more at Location: New York NY (In Office 4 days a week subject to change at any time) The Senior Roadshow Coordinator is responsible for planning and executing high-profile roadshows by collaborating with Corporates Institutional Equity Sales Investment Banking and Capital Markets teams. This role involves extensive coordination of logistics including travel accommodations and virtual meeting arrangements while maintaining seamless communication with corporate management teams and internal stakeholders. The Senior Roadshow Coordinator will demonstrate strong organizational skills the ability to work independently and a commitment to excellence creativity and teamwork. The Senior Roadshow Coordinator may have people management responsibilities as well managing and mentoring a team which may include up to 5 direct reports. Your Contributions • Work closely with Corporates Institutional Equity Sales Investment Banking and Capital Markets and/or Corporate Access to design and execute roadshows, • Build strong relationships with corporate management teams as well as with other internal constituents, • Heavy calendar management and meeting coordination for investors clients and internal teams, • Heavy logistic coordination for in-person roadshows including but not limited to hotels ground transportation private air commercial air, • Heavy logistics coordination for virtual/hybrid roadshows including but not limited to Zoom conference calls large group virtual meetings, • Maintain and communicate logistics and travel schedules and agendas with corporate contacts salespeople and other participants for multiple events at the same time, • Reconcile all roadshow expenses, • Source vet and contract venues for events with client input, • Negotiate with vendors for cost effectiveness as appropriate commercial focus to the bottom line, • Identify new venues and vendors to differentiate roadshows and provide new experiences to clients, • Arrange conference calls and webcasts and coordinate ad hoc technology requests, • Provide real-time support for participants even if after hours leading into an event, • Create and send logistical information and coordinate other materials for events as needed, • Must be able to balance a clients demands and prioritize work based on a high-volume book of work, • Able to work independently with specialists and clients with little guidance, • Back up coverage for colleagues as needed within the team, • Create training documents for specific events or tasks where applicable with a proactive approach, • Excellent working relationship with managers clients and peers alike, • Advanced supplier knowledge: ability to negotiate value adds for cost efficiencies or enhanced attendee experience, • Manage and mentor a team which may include up to 5 direct reports. Management responsibilities if applicable as not all Senior Roadshow Coordinators have people management responsibilities include:, • Managing vacation schedules for direct reports ensuring coverage for the client at all times including providing coverage when team members are out of the office on vacation or for an event, • Oversee workload of the team ensuring day to day understanding of capacity/pressure points, • Management of staffing assignments considering individual team members capacities and capabilities, • Management of personal development reviews for direct reports, • Lead and motivate direct reports encouraging a productive and positive atmosphere, • Bachelors Degree Preferred, • 8-10 years experience working on complex Deal Roadshows in the Financial industry experience in events marketing and/or communications, • Strong working knowledge of the Microsoft Office specifically Excel, • Experience in training teams both in planning and execution of Roadshows. People management experience preferred but not required as not all Senior Roadshow Coordinator roles have people management responsibilities., • Highly organized ability to handle multiple tasks to meet strict deadlines, • Excellent time management and multi-tasking skills, • Ability to effectively and extensively interact with all levels of senior ranking officers, • Adaptability to situations and ever-changing demands, • Accessible and responsive at all times; tasks and requests by client often happen outside of normal business hours - must be available to respond accordingly in accordance with SLAs, • A calm and flexible approach to handling pressure and stress., • Professional responsive and polite in extremely difficult circumstances, • Resourceful ambitious and proactive, • Creative problem solver and team player, • Travel up to 10%, • 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 #LI-hybrid #LI-KM3 FIRST is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. FIRST is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs job requirements and individual qualifications without regard to race color religion or belief national social or ethnic origin sex (including pregnancy) age physical mental or sensory disability sexual orientation gender identity and/or expression marital civil union or domestic partnership status past or present military service family medical history or genetic information family or parental status or any other status protected by the laws or regulations in the locations where we operate. We stand firm: FIRST will not tolerate discrimination or harassment based on any of these characteristics. If any candidate feels that they are unable to meet the requirements of the role please get in touch to discuss adjustments or other suitable roles. Required Experience: Senior IC Key Skills Compliance Management,Microsoft Access,Clinical Counseling,Financial Concepts,Microsoft Publisher,Microsoft Word,Conflict Management,Microsoft Powerpoint,Smartsheet,Training & Development,Epic,Project Coordination Employment Type : Full Time Experience: years Vacancy: 1 Monthly Salary Salary: 105000 - 140000