Clear Street · 20 hours ago
Sr Associate, Events Manager
Clear Street is a diversified financial services firm modernizing the brokerage ecosystem. They are seeking a highly organized Senior Associate, Events to support the planning and delivery of their external events portfolio across the financial services ecosystem, focusing on executing industry conferences and client hospitality events.
Cloud InfrastructureFinancial ServicesFinTech
Responsibilities
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
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
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
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
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
Qualification
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
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
Benefits
Competitive compensation packages
Company equity
401k matching
Gender neutral parental leave
Full medical, dental and vision insurance
Lunch stipends
Fully stocked kitchens
Happy hours
A great location
Amazing views
Company
Clear Street
Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform.
Funding
Current Stage
Late StageTotal Funding
$655MKey Investors
SBI GroupPrysm CapitalIMC Investments
2026-01-21Corporate Round· $50M
2023-04-11Series B· $270M
2023-02-14Series Unknown
Recent News
2026-01-22
FX News Group
2026-01-22
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