Events & Sponsorships Associate Manager

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients' portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary is owned by Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

The Events & Sponsorships Associate Manager plays a key role in delivering Fiduciary Trust International's national and regional events, sponsorships and charitable initiatives. As a member of the Regional Marketing team, this role will independently own a portfolio of programs from concept through execution, working closely with business leaders, Marketing colleagues and external partners.

The role is focused primarily on creating distinctive experiences for high- and ultra-high-net-worth individuals and families, as well as the attorneys and other professionals who work with them. Programs range from intimate events and thought leadership programs to educational forums, curated client experiences, sponsorship activations and broader signature events.

We are looking for a creative, experienced and business-minded professional who understands that exceptional events are about more than flawless execution: they are opportunities to deepen relationships, showcase the firm's expertise and bring the Fiduciary Trust International brand and client experience to life.

How You Will Add Value

• Independently plan and execute a portfolio of high-touch events and experiences, managing programs end to end from concept and planning through onsite execution, follow-up and evaluation.
• Translate business and relationship-development objectives into compelling event formats, content and experiences, bringing fresh thinking to venues, speakers and approaches that engage sophisticated audiences and differentiate the firm.
• Own program budgets, timelines, vendor engagement, hospitality, production, attendee experience, communications and logistics, ensuring initiatives are delivered on time, within budget and to a consistently high standard.
• Partner with business leaders and subject matter experts to define audiences, develop program agendas and content, and identify opportunities for coordination across markets.
• Manage paid brand sponsorships, including evaluating opportunities, negotiating packages and maximizing benefits such as brand exposure, hospitality, content and client engagement.
• Track and evaluate event and sponsorship performance using attendance, engagement, feedback, business objectives and sales metrics to inform future programming and investment.
• Navigate Compliance, Legal, Procurement, Finance and other internal requirements while identifying opportunities to improve the quality, efficiency and business impact of events and sponsorships.

What Will Help You Be Successful

• 8-10 years of progressive experience in event planning and execution, with demonstrated ownership of programs from concept through execution.
• Experience developing and delivering programs for clients, prospective clients and centers of influence. Financial services, wealth management and/or luxury brands experience is strongly preferred.
• A strong understanding of events and paid brand sponsorships as marketing and relationship-building tools, with the ability to connect creative concepts and execution to business objectives.
• Excellent project management and organizational skills, with the ability to independently manage multiple programs, budgets and deadlines while maintaining exceptional attention to detail and anticipating and solving problems.
• Strong business judgment, executive presence and communication skills, with the ability to work effectively with senior leaders, colleagues, high-net-worth individuals and families, and external partners.
• Experience with event management platforms such as Cvent preferred; strong proficiency in PowerPoint and Excel essential.
• Ability to travel and work a flexible schedule as event needs require.

Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $120,000 - $140,000 depending on location and level of relevant experience, plus discretionary bonus.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.