Events & Sponsorships Associate

About this role

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 Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

The Events and Sponsorships Associate plays a key role in planning and executing the firm's national and regional events, sponsorships and charitable initiatives. Working closely with the Regional Marketing team, this role independently manages assigned programs from planning through execution, collaborating with internal stakeholders and external partners to deliver exceptional experiences that strengthen client relationships and support the firm's marketing and business development objectives.

Position Overview The Events and Sponsorships Associate reports to the Regional Marketing Director and works in close partnership with the Events and Sponsorships Manager as part of the Regional Marketing team. This role supports the execution of the firm's national and regional events, sponsorships and charitable initiatives by delivering exceptional project management, coordination and operational excellence across a broad portfolio of marketing programs.

In this position, you will independently manage the planning and execution of assigned live, virtual and hybrid events—including educational programs, client events, sponsorship activations, employee events and conferences—from initial planning through post-event evaluation. You will manage project plans and timelines, coordinate logistics and vendors, oversee attendee management, track budgets and expenses, support event communications, and help ensure every program is delivered on time, within budget and to the firm's high standards.

You will also support the execution of the firm's sponsorships and charitable giving initiatives by coordinating deliverables, maintaining relationships with external organizations and vendors, and ensuring opportunities are executed in accordance with firm standards, regulatory requirements and marketing objectives. The Associate is expected to work independently on assigned initiatives while collaborating closely with the Events and Sponsorships Manager on priorities, execution and continuous improvement, contributing recommendations that enhance the quality, efficiency and effectiveness of the firm's events and sponsorship programs.

How You Will Add Value • Plan and execute assigned events, sponsorships and charitable initiatives that support the firm's regional and national marketing objectives and foster meaningful engagement with clients, prospects and industry partners. • Independently manage assigned projects from planning through execution, including project plans, timelines, budgets and post-event follow-up, ensuring initiatives are delivered on time and within budget. • Coordinate all event logistics, including but not limited to venue sourcing, catering, audiovisual production, transportation, materials production, gifting, onsite staffing and event execution. • Support agenda development by coordinating with internal stakeholders, content providers and external speakers to ensure all program content is delivered accurately and on schedule. • Develop and deploy event communications, including invitations, registration materials, attendee communications and post-event follow-up, ensuring consistency with firm branding and messaging. • Coordinate sponsorship activation deliverables, ensuring contractual obligations, branding opportunities and marketing benefits are executed accurately and on schedule. • Maintain project budgets, process invoices, reconcile expenses, and track event metrics, attendee information and other program data. • Partner with colleagues across Marketing and business lines to coordinate activities and ensure a consistent, high-quality client experience across all programs. • Coordinate with internal partners—including Compliance, Legal, Procurement, Finance, Communications and Facilities—to ensure all initiatives meet corporate and regulatory requirements. • Manage relationships with external vendors, venues and service providers to support the successful execution of events and sponsorships. • Identify opportunities to improve planning processes, operational efficiencies and execution, contributing recommendations that enhance the quality and effectiveness of the firm's events and sponsorship initiatives. • Assist in various ad hoc projects to support business objectives, e.g., maintain brand store and inventory of branded merch/gifts, and assist with additional marketing initiatives and special projects as assigned.

What Will Help You Be Successful • Approximately 5-8 years of experience in corporate events, event marketing, sponsorship management or hospitality, preferably serving high-net-worth, luxury or professional services audiences. • Financial services industry experience preferred; experience in private banking or wealth management is a plus. • Excellent organizational, time manage

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