Conference & Event Manager

Money Management Institute
New York City

The Conference & Event Manager position is an opportunity to put your event planning skills to work in a dynamic environment where you will have leadership responsibility for managing both pre-event planning and onsite logistics for the association’s active slate of conferences and events. Located in New York City and reporting to the Chief Marketing Officer, this position will interact extensively with the association’s senior management team and peer associates as well as members and outside vendors.

Responsibilities specific to major conferences include:

  • Direct planning with third-party conference planner, exhibit management firm, and AV contractor
  • Manage all aspects of sponsor/exhibitor process
  • Monitor hotel room block and manage meeting room assignments and specifications
  • Manage onsite logistics, including directing MMI staff and third-party vendors

Responsibilities specific to smaller events include:

  • Serve as primary liaison to hotel/venue
  • Manage function details and vendor services
  • Manage onsite logistics on an as-needed basis
  • General responsibilities include:
  • Review venue and vendor proposals and make recommendations to management team
  • Manage event expenses to conform with budget, reconcile and submit invoices
  • Organize and run staff planning and prep calls for events
  • Coordinate production and shipment of all necessary event materials
  • Actively contribute to continual enhancement of conference/event planning process and attendee
  • experience by introducing creative new ideas and technologies


  • Bachelor’s degree and minimum 1-2 years’ experience in event planning and execution
  • Excellent verbal and written communication skills
  • Outstanding organizational, project management and customer service skills
  • Strong attention to detail and ability to multi-task in a deadline driven environment
  • Team collaboration skills
  • Travel required to provide onsite support at two major conferences per year
  • Proficient with MS Word, Excel and PowerPoint
  • A background in the trade association or financial services arena is preferred, but not required

About the Money Management Institute (MMI): 
Since 1997 the Money Management Institute (MMI) has been the leading voice for the global financial services organizations that provide financial advice and professionally-managed investment advisory solutions to individual and institutional investors. Through industry advocacy, educational initiatives, regulatory affairs, data reporting, and professional networking, MMI supports and advances the growth of a diverse spectrum of investment advisory solutions that serve an evolving worldwide financial landscape. MMI member organizations are committed to the highest standards of fiduciary responsibility and ethical conduct and to creating the most successful outcomes for investors at every level of assets. 


For more information, please contact Joan Lensing, SVP, Chief Marketing Officer, by email at