Senior Roadshow Coordinator (Senior Capital Markets Events Manager) at FIRST

You are a seasoned professional with five to ten years of experience managing complex deal roadshows in the financial industry. You are comfortable navigating i

Work type: hybrid

Location: GS - New York

Salary: $110,000 – $180,000/yr

Type: Full-time

Summary

You are a seasoned professional with five to ten years of experience managing complex deal roadshows in the financial industry. You are comfortable navigating investment banking and institutional sales environments and hold a bachelor’s degree. **What makes it worth a look...** FIRST is hiring for this hybrid role in New York with an annual salary of $110,000 to $180,000 plus a discretionary bonus. You will gain exposure to high-profile financial clients while utilizing a comprehensive benefits package that includes medical, dental, vision, 401(k), and a wellness stipend. **You might be a good fit if you...** * Possess advanced proficiency in Microsoft Excel. * Have extensive experience coordinating complex logistics for private air and multi-city roadshows. * Can manage high-volume meeting schedules for senior banking executives under tight deadlines. * Have direct experience vetting and contracting external vendors and event venues.

Job Description

Building a Brand Starts with a Story

FIRST is a leading global brand experience agency providing Content, Creative, Digital Technology, Management & Delivery, and Data & Insights services. For 30 years, we have utilized three flexible delivery models: Embedded teams, Corporate Campus operations, and a Full-Service Agency.Managing over 37,000 events & projects annually across 110 countries, FIRST serves 130+ brands, specializing in Fortune 500 companies within the Financial Services, Technology, Healthcare, Media, and Professional Services sectors. FIRST is part of the broader Encore family of companies. Encore is a global leader in event production and technology.Consistently recognized for excellence, recent honors include 2026 Chief Marketer Agency of the Year, the Ad Net Zero Award for sustainability, and more.

Learn more at www.firstagency.com

Location: New York (Hybrid, 3 to 4 days in office, subject to change to 5 days at any time)

### What You Would Get To Do:

The Senior Roadshow Coordinator is responsible for planning and executing high-profile roadshows by collaborating with Corporates, Institutional Equity Sales, Investment Banking, and Capital Markets teams. This role involves extensive coordination of logistics, including travel, accommodations, and virtual meeting arrangements, while maintaining seamless communication with corporate management teams and internal stakeholders. The Senior Roadshow Coordinator will demonstrate strong organizational skills, the ability to work independently, and a commitment to excellence, creativity, and teamwork.

Your Contributions

• Work closely with Corporates, Institutional Equity Sales, Investment Banking and Capital Markets and/or Corporate Access to design and execute roadshows

• Build strong relationships with corporate management teams as well as with other internal constituents

• Heavy calendar management and meeting coordination for investors, clients and internal teams

• Heavy logistic coordination for in-person roadshows, including, but not limited to hotels, ground transportation, private air, commercial air

• Heavy logistics coordination for virtual/hybrid roadshows, including, but not limited to Zoom, conference calls, large group virtual meetings

• Maintain and communicate logistics and travel schedules and agendas with corporate contacts, salespeople and other participants for multiple events at the same time

• Reconcile all roadshow expenses

• Source, vet and contract venues for events with client input

• Negotiate with vendors for cost effectiveness as appropriate, commercial focus to the bottom line

• Identify new venues and vendors to differentiate roadshows and provide new experiences to clients

• Arrange conference calls and webcasts and coordinate ad hoc technology requests

• Provide real-time support for participants, even if after hours leading into an event

• Create and send logistical information and coordinate other materials for events as needed

• Must be able to balance a client’s demands and prioritize work based on a high-volume book of work

• Able to work independently with specialists and clients with little guidance

• Back up coverage for colleagues as needed within the team

• Create training documents for specific events or tasks where applicable, with a proactive approach

• Excellent working relationship with managers, clients and peers alike

• Advanced supplier knowledge: ability to negotiate value adds for cost efficiencies or enhanced attendee experience

• Act as an ambassador for the FIRST brand, leading by example and displaying the company’s core values (Ambition, Creativity, Excellence, Integrity, Teamwork)

Please be aware that we know experience does not always look like we describe it. If you believe you would be an excellent fit for this role, please apply - we would love to see how you could fit at First.

• Bachelor's Degree Preferred

• 5-10+ years’ experience working on complex Deal Roadshows in the Financial industry, experience in events, marketing and/or communications

• Strong working knowledge of the Microsoft Office, specifically Excel

• Experience in training teams both in planning and execution of Roadshows. People management experience preferred but not required as not all Senior Roadshow Coordinator roles have people management responsibilities.

• Highly organized – ability to handle multiple tasks to meet strict deadlines

• Excellent time management and multi-tasking skills

• Ability to effectively and extensively interact with all levels of senior ranking officers

• Adaptability to situations and ever-changing demands

• Accessible and responsive at all times; tasks and requests by client often happen outside of normal business hours - must be available to respond accordingly in accordance with SLAs

• A calm and flexible approach to handling pressure and stress.

• Professional, responsive and polite in extremely difficult circumstances

• Resourceful, ambitious and proactive

• Creative problem solver and team player

• Travel up to 10%

• Strong communication skills and empathy for complex issues

• 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

• Mobile Phone Allowance

• 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.

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