Senior Events Planner

About ImpactAssets

ImpactAssets is a $5B nonprofit impact investing leader founded in 2010.  Over the years, ImpactAssets has built an extensive impact investment platform, having invested in 1500+ private companies and impact funds addressing the world’s greatest challenges. ImpactAssets Capital Partners was created in 2022 to bring the ImpactAssets platform and customized investment services to institutional investors.

ImpactAssets and ImpactAssets Capital Partners together are catalyzing investment capital into mission-driven business models solving the worlds’ biggest challenges. The result? A fast growing, dynamic organization with an activated community of more than 1,800 clients. This level of growth, vision and commitment equals great opportunities to grow a career at ImpactAssets. We are seeking a wide range of colleagues that share our urgency and audacity for driving outsized capital to impact investing.  If you dream big, have a track record for solving problems and know how to ‘get stuff done’, this is the place for you!

The Opportunity

As Senior Events Planner, you shape how ImpactAssets and ImpactAssets Capital Partners show up in the world - translating brand, relationships, and mission into experiences that resonate. You design, manage, and execute experiences across the full range of event types; client and prospect convenings, thought leadership forums, virtual programming, and internal events that keep a mission-driven organization connected and aligned.

Partnering directly with C-suite and senior stakeholders, you bring strategic thinking and flawless execution in equal measure. An expert project manager with a sharp eye for detail, you read rooms well, anticipate needs, and know how to translate complex messaging into moments that stick. The audience will span sustainability-minded ultra-high-net-worth individuals, family offices, and private foundations, and your discretion matches the trust they place in this organization.
         

The Senior Events Planner role is a full time, remote position and can work from anywhere in the US with work hours open to any time zone. Additional requirement: Travel up to 25% will be required, as will working irregular hours.  

Key Responsibilities

Strategy and Planning

• Serve as primary event advisor to C-suite and senior stakeholders, translating strategic objectives, brand priorities, and key messaging into exceptional, bespoke experiences

• Partner with HR and other department leaders to plan and execute internal in-person events including one annual all-hands and four department offsites, ensuring they are engaging, well-organized, and operationally smooth

• Partner with the CEO and Executive team to plan and execute any in-person Board meetings

• Source and cultivate relationships with top-tier vendors, venues, designers, caterers, and other partners across the country

• Create comprehensive event plans including but not limited to; concept, program, timelines, vendor selection and management, invitation strategy, logistics 

• Partner on messaging and event flow of in-person and virtual events including scripting and coordination of internal and external partners

Execution 

• Lead end-to-end planning and execution of bespoke events including managing the end-to-end process for pre, during, and post-event activities and follow-up

• Oversee onsite event execution, directing teams and third-party partners to deliver seamless guest experience and resolve issues in real time

• Oversee delivery of virtual brand events, partnering with internal teams on content and execution 

• Manage event budgets, vendor contracts, procurement, and financial reconciliation with strict cost-control, value-maximization and an eye to sustainability

• Ensure absolute discretion, confidentiality and sensitivity to client privacy and security requirements

• Guarantee compliance with legal, tax, permitting, insurance and any other regulations as applicable

• Deliver post-event reporting, ROI analysis, debriefs and recommendations for ongoing relationship management and event improvement

• Where applicable, mentor and manage junior event staff or outside contractors

Qualifications

• Minimum of 8 years of hands-on luxury/private events experience

• Degree in Hospitality, Event Management, Business or related field preferred; or equivalent combination of education and experience

• Professional certifications (CMP, DES, or equivalent) preferred

• Demonstrable history planning events for UHNWIs, family offices, foundations, corporations or equivalent high-net-worth contexts

• Strong vendor/venue network and demonstrated ability to negotiate and secure exclusive access and premium services within the designated budget and manage vendors through execution

• Proven track record managing sophisticated stakeholders (HNW/family offices, foundations, corporates) and coordinating complex, cross‑functional deliverables

• Budget management experience handling multi-tiered, high-value event budgets and contract negotiation

• Exceptional project management skills, with the ability to manage multiple complex events simultaneously under tight timelines

• Outstanding interpersonal communication, diplomacy, cultural sensitivity and adaptability

• High standards for discretion, confidentiality and professional conduct

• Advanced problem-solving and crisis management under pressure

• Up to 25% travel and willingness to work irregular hours

• Demonstrated focus on continuous improvement and ability to identify and implement process improvements

• Strong Excel skills required and ability to interface with various technology systems

• Proficiency with Microsoft 365 applications 

• Proficiency with cloud-based collaboration tools, Box and Asana preferred

• Knowledge and passion for using investing as a means by which to engender social or environmental impact preferred 

Benefits and Perks

• Unique benefits, including virtual work stipend and contribution to employee’s own Donor Advised Fund 

• Competitive total compensation, including discretionary bonus, 401(k) plan, and generous time off plan

• Base salary ranges from $110,000 - $140,000 and is highly dependent on experience and location

• Comprehensive benefits package including full health and wellness coverage, professional development funding, and generous paid family and parental leave

• Opportunities for training and career development in a fast-paced, progressive organization 

• Values-driven culture

ImpactAssets is an Equal Opportunity Employer. We know our organization is at its best when we include, celebrate and embrace difference. We strive to be a diverse workforce that is representative of our mission, and where all can thrive and belong. We are committed to building a team that includes and respects a variety of voices, identities, backgrounds, experiences and perspectives!

About ImpactAssets

ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet’s future and improving the lives of all people. As a leading impact investing firm, we offer deep strategic expertise to help our clients define and execute on their impact goals.