Osaic · 5 hours ago
Manager, Event Experiences
La Vista
Full-time
Onsite
Mid, Senior Level
$75K/yr - $95K/yr
5+ years expOsaic is a company specializing in financial services, and they are seeking a Manager, Event Experiences to design and deliver exceptional corporate meetings and events. This role involves collaborating with stakeholders, managing event logistics, and ensuring a high-quality attendee experience while overseeing financial aspects of events.
Business DevelopmentFinancial ServicesWealth Management
Responsibilities
Collaborate with internal stakeholders and planning committees to define event objectives and program design
Provide strategic recommendations on site selection, contract terms, registration systems, and logistics
Serve as the primary liaison with internal teams and external partners to ensure seamless execution
Manage all aspects of event logistics, including room scheduling, catering, audiovisual requirements, and billing in tandem with our third-party planning partner
Oversee onsite operations, ensuring flawless delivery and exceptional attendee experience
Administer registration processes, including online platforms, reporting, housing, materials, and post-event evaluations
Ensure compliance with attendee eligibility requirements and organizational policies
Coordinate cross-functional teams and delegate tasks effectively to meet deadlines and priorities
Utilize data analytics to forecast event expenses, identify trends, and inform decision-making
Manage registration fee collection, reconcile invoices, and partner with Accounting on receivables
Track event-related expenses and provide accurate financial reporting
Support leadership with budget development, forecasting, and performance analysis
Maintain registration databases and generate comprehensive reports for post-event review
Qualification
Required
Bachelor's Degree from accredited university in marketing, business management, event management/hospitality preferred
Minimum of high school diploma or equivalent is required
5+ years of event experience, ideally gained in a corporate or B2B industry
Knowledge of digital event platforms and capabilities
Ability to travel 40-50% of the year
Exceptional time management skills with the ability to thrive in a fast-paced environment
Ability to manage up and prepare for the unexpected
Embodies the Osaic client-first mentality, representing our spirit and mission in your work, collaboration, and leadership
Proven experience in corporate event planning (at scale) and execution within a financial services or similar professional environment
Strong communication skills – both verbal and written
Exceptional organizational and project management abilities with attention to detail
Ability to thrive in a fast-paced environment and manage multiple priorities while collaborating with internal and external teams
Benefits
Health, vision, dental insurance
401k
Paid time away
Volunteer days
Much more
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase