Regional Marketing & Event Manager
Company: Bank of New York Mellon
Location: Newport Beach
Posted on: September 19, 2023
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at
the intersection of business, finance, and technology. We are one
of the world's top asset management and banking firms that manages
trillions of dollars in assets, custody and/or administration.
Known as the "bank of banks" - 97% of the world's top banks work
with us as we lead and serve our customers into the new era of
With over 238 years of rich history and industry firsts, BNY Mellon
has been built upon our proven ability to evolve, lead, and drive
new ideas at every turn. Today, we're approximately 50,000
employees across 35 countries with a culture that empowers you to
grow, take risks, experiment and be yourself. This is what
#LifeAtBNYMellon is all about.
As a leading wealth manager, BNY Mellon Wealth Management is
focused on helping successful individuals and their families build,
manage and sustain their wealth across generations and market
cycles. Through a unique service model focused on five Active
Wealth practices - Investing, Borrowing, Spending, Managing Taxes,
Protecting Legacies - they help clients in the U.S. and abroad
achieve stronger after-tax performance to help maintain their
wealth over generations.
We're seeking a future team member for the role of Regional
Marketing & Event Manager to join our Wealth Management team. This
role could be located in Los Angeles, San Francisco, or Newport
The position of Regional Marketing & Event Manager is primarily
responsible for the driving the success of marketing priorities and
initiatives in key regional markets through multiple marketing
channels, with a focus on the regional events and sponsorship
The manager will work with regional leadership and marketing
partners to build out strategy and drive priorities and presence,
create a portfolio of strategic events and key sponsorships and
drive with the highest brand standards within the regions covered.
This role would specifically cover one of our major regions
nationally - West Region (Los Angeles, CA, Newport Beach, CA, San
Francisco, CA, Menlo Park, CA and Seattle, WA).
The event portfolio includes high touch client entertainment events
(wine dinners, art tours etc.), seminars and roundtables with our
internal subject matter experts, and industry sponsorships and
conferences. This role would also include management of our
third-party referral network (COI, centers of influence) national
conferences, collaborating with our Advice, Planning and Fiduciary
team to drive engagement and opportunities with our 3 rd party
In this role, you'll make an impact in the following ways:
- Partnership with other Marketing channels including brand,
content, website, social media and PR
- Strategic planning for yearly events portfolio including
content and program development with emphasis on ultra-high net
- Responsibility for execution of logistics including venue,
contracting, d--cor, materials, branding, AV for both in-person and
- Oversight of regional and national conferences' budget within
each location including vendor payments and overall tracking
- Analyze and report on the tracking and measurement of events
through ROI reporting and dashboards
Due to the role supporting regions in which they would not be
based, travel is a requirement for approximately 20% of the time
where and when major events are occurring depending on and could
increase with seasonality.
Critical skills include relationship building and focus on
partnerships with regional leaders and front office staff, being
outcome driven, continuously finding opportunities for
efficiencies, the ability to work under pressure and manage
multiple projects simultaneously, strong organizational skills and
excellent interpersonal skills. Understanding of varying work
environments with the ability to work independently - in the
office, work from home, and work from event sites.
Ability to schedule and meet deadlines is critical as the position
is exceptionally deadline sensitive based on the heavy emphasis on
Preferred Education: BS/BA Degree
Preferred Experience: 5-7+ years' experience in event management,
marketing and/or similar area, experience in financial services
preferred but not required.
Other: Experience with CVENT or Event Farm and Salesforce
Demonstrated budget management experience required.
BNY Mellon assesses market data to ensure a competitive
compensation package for our employees. The base salary for this
position is expected to be between $73,100 and $120,000 per year at
the commencement of employment. However, base salary if hired will
be determined on an individualized basis, including as to
experience and market location, and is only part of the BNYM total
compensation package, which, depending on the position, may also
include commission earnings, discretionary bonuses, short and
long-term incentive packages, and Company-sponsored benefit
This position is at-will and the Company reserves the right to
modify base salary (as well as any other discretionary payment or
compensation) at any time, including for reasons related to
individual performance, change in geographic location, Company or
individual department/team performance, and market factors.
For over 230 years, the people of BNY Mellon have been at the
forefront of finance, expanding the financial markets while
supporting investors throughout the investment lifecycle. BNY
Mellon can act as a single point of contact for clients looking to
create, trade, hold, manage, service, distribute or restructure
investments and safeguards nearly one-fifth of the world's
financial assets. BNY Mellon remains one of the safest, most
trusted and admired companies. Every day our employees make their
mark by helping clients better manage and service their financial
assets around the world. Whether providing financial services for
institutions, corporations or individual investors, clients count
on the people of BNY Mellon across time zones and in 35 countries
and more than 100 markets. It's the collective ambition, innovative
thinking and exceptionally focused client service paired with a
commitment to doing what is right that continues to set us apart.
Make your mark: bnymellon.com/careers.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action
Employer. Minorities/Females/Individuals With
Disabilities/Protected Veterans. Our ambition is to build the best
global team - one that is representative and inclusive of the
diverse talent, clients and communities we work with and serve -
and to empower our team to do their best work. We support wellbeing
and a balanced life, and offer a range of family-friendly,
inclusive employment policies and employee forums.
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