Project Manager, Portfolio Specialist (Event experience)
About the position
The Project Manager, Portfolio Specialist will play a pivotal role in delivering high-touch hospitality experiences for the Investment Banking Division of a major financial institution. Acting as the primary point of contact for executive-level dining and event arrangements, this individual will curate and manage high-end dining experiences, cultivate relationships with top-tier restaurants, and ensure seamless execution for senior banking executives and VIP clients. This role requires an understanding of luxury hospitality, strong relationship management skills, and the ability to anticipate and deliver white-glove service in a fast-paced, high-stakes environment.
Responsibilities
• Plan, coordinate, and execute intimate, high-end dining experiences and events for C-suite executives and VIP clients, ensuring flawless service and attention to detail.
• Oversee the full event lifecycle, including venue sourcing, contract negotiation, logistics planning, guest management, and budget reconciliation.
• Cultivate and maintain relationships with top-tier restaurants and hospitality partners to secure priority reservations, exclusive access, and VIP experiences.
• Work closely with internal banking stakeholders to align dining and event experiences with business objectives, client engagement strategies, and relationship-building goals.
• Conduct site visits, evaluate new and existing venues, negotiate partnerships, and stay informed on hospitality trends to enhance event offerings.
• Secure tickets for premium entertainment experiences through direct contacts, brokers, or concierge services, ensuring seamless booking, budget approval, and reconciliation.
• Prepare detailed client briefings for every dinner and event, track attendees, and maintain a database of concierge activity, integrating insights with broader marketing and event initiatives.
• Manage and mentor a team, which may include up to 5 direct reports. Management responsibilities, if applicable as not all Project Manager, Portfolio Specialist 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, Work with the team to ensure adherence to the client’s standards of operation and policies; ensure compliance and risk guidelines are followed.
• Travel up to 40% may be required.
Requirements
• 5-7+ years in event management, corporate hospitality, or luxury concierge services, ideally in the financial or corporate sector with exposure to C-suite executives.
• Proficient with Microsoft Office applications such as PowerPoint and Excel
• Experience with event management platforms (e.g., Cvent) to track attendees, budgets, and venue data for reporting and strategic planning.
• Strong network and established relationships within the fine dining and hospitality industry in major cities; knowledge of key restaurants in global financial hubs is a plus.
• Exceptional ability to build and maintain partnerships with high-end venues, vendors, and executive clients.
• Ability to manage multiple high-touch requests simultaneously while maintaining precision and discretion.
• Willingness to work outside traditional business hours to accommodate executive schedules, and a fast paced environment.
Nice-to-haves
• Knowledge of key restaurants in global financial hubs is a plus.
Benefits
• 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
• Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more
• Aura Identity Theft Protection
• Discretionary Bonus Structure
• Global Opportunities: With a presence in 7 countries worldwide, including headquarters in London, New York, and Singapore, you may have the opportunity to work on exciting projects across different locations.
Apply tot his job
Apply To this Job
The Project Manager, Portfolio Specialist will play a pivotal role in delivering high-touch hospitality experiences for the Investment Banking Division of a major financial institution. Acting as the primary point of contact for executive-level dining and event arrangements, this individual will curate and manage high-end dining experiences, cultivate relationships with top-tier restaurants, and ensure seamless execution for senior banking executives and VIP clients. This role requires an understanding of luxury hospitality, strong relationship management skills, and the ability to anticipate and deliver white-glove service in a fast-paced, high-stakes environment.
Responsibilities
• Plan, coordinate, and execute intimate, high-end dining experiences and events for C-suite executives and VIP clients, ensuring flawless service and attention to detail.
• Oversee the full event lifecycle, including venue sourcing, contract negotiation, logistics planning, guest management, and budget reconciliation.
• Cultivate and maintain relationships with top-tier restaurants and hospitality partners to secure priority reservations, exclusive access, and VIP experiences.
• Work closely with internal banking stakeholders to align dining and event experiences with business objectives, client engagement strategies, and relationship-building goals.
• Conduct site visits, evaluate new and existing venues, negotiate partnerships, and stay informed on hospitality trends to enhance event offerings.
• Secure tickets for premium entertainment experiences through direct contacts, brokers, or concierge services, ensuring seamless booking, budget approval, and reconciliation.
• Prepare detailed client briefings for every dinner and event, track attendees, and maintain a database of concierge activity, integrating insights with broader marketing and event initiatives.
• Manage and mentor a team, which may include up to 5 direct reports. Management responsibilities, if applicable as not all Project Manager, Portfolio Specialist 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, Work with the team to ensure adherence to the client’s standards of operation and policies; ensure compliance and risk guidelines are followed.
• Travel up to 40% may be required.
Requirements
• 5-7+ years in event management, corporate hospitality, or luxury concierge services, ideally in the financial or corporate sector with exposure to C-suite executives.
• Proficient with Microsoft Office applications such as PowerPoint and Excel
• Experience with event management platforms (e.g., Cvent) to track attendees, budgets, and venue data for reporting and strategic planning.
• Strong network and established relationships within the fine dining and hospitality industry in major cities; knowledge of key restaurants in global financial hubs is a plus.
• Exceptional ability to build and maintain partnerships with high-end venues, vendors, and executive clients.
• Ability to manage multiple high-touch requests simultaneously while maintaining precision and discretion.
• Willingness to work outside traditional business hours to accommodate executive schedules, and a fast paced environment.
Nice-to-haves
• Knowledge of key restaurants in global financial hubs is a plus.
Benefits
• 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
• Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more
• Aura Identity Theft Protection
• Discretionary Bonus Structure
• Global Opportunities: With a presence in 7 countries worldwide, including headquarters in London, New York, and Singapore, you may have the opportunity to work on exciting projects across different locations.
Apply tot his job
Apply To this Job