William Blair · 1 day ago
Senior Events Producer – Equities
William Blair is a Premier Global Partnership committed to providing trusted advice and solutions across various markets. The Senior Events Producer – Equities will lead the strategy and execution of high-profile events, ensuring alignment with business objectives and delivering exceptional client experiences.
BankingFinanceWealth Management
Responsibilities
Lead and coordinate William Blair premier event preparation activities targeted to investors, C-suite, and high-profile clients for the Equities team. Ensure alignment with established project plans. Drive the on-time, successful delivery of all event materials and components
Creative leader with in-depth knowledge of exclusive venues, event themes, bespoke programming, business content and world class speakers; willingness to try new ideas and challenge the status quo; proficient in planning in-person and virtual events
Develop tools and processes to facilitate the efficient execution of William Blair marketing events. Establish workflows for event components such as intake of event information, client profiling, invitation distribution, event material preparation and production, signage, shipping, participant check in and other day of event execution activities
Maintain current knowledge of events marketing and project management best practices and apply them throughout all phases of event preparation and execution. Ensure all event activities are consistent with William Blair marketing strategies and brand image
Review event materials and components for accuracy and quality. Ensure proper review and approvals of content and materials
Identify potential risks that may impede the success of marketing events. Proactively address these risks to avoid problems. Develop contingency plans for dealing with event issues. Serve as a resource for resolving escalated events issues. Report issues that may risk event success to stakeholders
Partner with execution team and other resources toward successful execution of events
Liaise with Client Events Director on strategy and budget for high-profile events
Evaluate the effectiveness of marketing events in achieving desired client experiences and business objectives. Identify appropriate performance measures, collect feedback and assess effectiveness of events. Report analysis findings to management
Recommend and implement changes or enhancements to workflows, deliverables and event components based on assessment results
Ensure all activities are following applicable compliance rules, regulations, policies and procedures
Utilize WRIKE project management tool to organize and track status of deadline driven tasks and activities
Additional responsibilities as requested
Qualification
Required
Bachelor's Degree in Marketing related field required
6-9 years of experience in events marketing required
Strong events marketing skills
Strong project management and prioritization skills, including use of project management technology tools
Strong written and verbal communication skills
Strong ability to adapt to changing situations and apply critical thinking to solve issues
Strong presence and ability to build relationships and collaborate cross-functionally
Knowledge of events marketing best practices
Attention to detail and quality
Proficiency in Microsoft Office, Salesforce, Cvent, WRIKE
Preferred
Master's Degree preferred
financial services industry experience preferred
Benefits
Medical, dental and vision coverage
Employer paid short & long-term disability and life insurance
401(k)
Profit sharing
Paid time off
Maven family & fertility benefit
Parental leave (including adoption, surrogacy, and foster placement)
Other voluntary benefits
Company
William Blair
William Blair is a global investment banking and asset management firm.
Funding
Current Stage
Late StageRecent News
2026-01-03
MarketScreener
2025-12-15
2025-12-12
Company data provided by crunchbase