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Events Manager, Wealth Management
Business Group
Schroder & Co. Ltd
Reporting To
Senior Events Manager – Private Wealth Management
Contract Terms
Permanent
Who We’re Looking For
The Events Manager is responsible for the planning, management, and delivery of a broad portfolio of client, investment-led, sponsorship, and partnership events across Wealth Management and regional offices. The role will take ownership of events from concept through to execution and evaluation, ensuring that all events deliver against business objectives, provide an exceptional client experience, and support strategic business development goals.
The Events Manager will manage relationships with senior stakeholders, regional offices, venues, and suppliers, providing expert guidance throughout the event planning process. The role requires strong project management skills, attention to detail, and the ability to manage multiple priorities within a fast-paced environment. Regular travel across the UK will be required.
The job holder has responsibility to pay due regard to the interests of our customers and treat them fairly, ensuring that the information provided to clients on services is clear and useful and enables them to understand fully what they are being offered. They are required to familiarise themselves fully with the team’s current procedures, FCA compliance requirements, and the principles behind ‘Conduct Risk’.
About Schroders Wealth Management
As part of Schroders, our Wealth Management clients benefit from access to global investment expertise, institutional-grade research, and a strong risk culture, combined with highly personalised advice and service. We operate across key regions including the UK, Switzerland, Asia, and the Channel Islands, working closely with clients to help them navigate complexity, manage risk, and achieve their long-term objectives.
We focus on preserving and growing the wealth of private individuals, families, family offices, charities, and trusts. Many of our client relationships span generations, built on trust, long-term thinking, and a deep understanding of our clients’ needs and priorities.
We provide our clients with the freedom to focus on what matters most to them. We are committed to acting in our clients’ best interests, operating to the highest standards of governance, and delivering a consistently high-quality client experience across all markets.
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About Schroders, Our Parent Company
We’re a global investment manager. We help institutions, intermediaries, and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.
The Base
This role will be based in our regional Manchester office.
What You’ll Do
- Lead the planning, management, and delivery of a diverse portfolio of client events, investment seminars, sponsorships, partnerships, hospitality programmes, hybrid, and virtual events.
- Act as the primary point of contact for stakeholders across Wealth Management and regional offices, providing strategic event advice and consultation.
- Develop event concepts and programmes aligned with business objectives, target audiences, and brand strategy.
- Manage event budgets, supplier negotiations, and contract processes to ensure cost-effective delivery and value for money.
- Oversee venue sourcing, contract negotiations, logistics planning, and on-site event management.
- Manage event communications in partnership with Marketing, including invitation strategy, attendee engagement, and post-event follow-up.
- Oversee registration, RSVP management, and guest experience, ensuring a seamless and professional client journey.
- Collaborate with Business Development teams to identify opportunities to maximise attendance, client engagement, and commercial outcomes.
- Manage relationships with venues, production agencies, caterers, and other external suppliers to ensure high standards of delivery.
- Lead post-event evaluation, reporting, and ROI analysis, providing recommendations and insights to stakeholders.
- Ensure all events are delivered in accordance with regulatory, compliance, risk management, and health and safety requirements.
- Maintain detailed event documentation, budgets, timelines, and project plans.
- Drive continuous improvement of event processes, systems, and attendee experiences.
- Support the development and implementation of the wider Wealth Management events strategy.
- Identify opportunities to leverage digital, social, and innovative event technologies to enhance engagement and measurement.
- Provide guidance and support to more junior team members where appropriate.
- Manage hospitality allocations and sponsorship activations, ensuring fair and effective distribution aligned to business priorities.
- Ensure all events adhere to corporate brand guidelines and represent the organisation to the highest standard.
- Undertake additional duties consistent with the responsibilities of an Events Manager role.
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The Knowledge, Experience, and Qualifications You Need
- Significant experience in event management, ideally within financial services, wealth management, professional services, or luxury client-facing environments.
- Demonstrated experience managing events from concept through to execution and post-event evaluation.
- Strong project management skills with the ability to manage multiple events simultaneously.
- Experience managing budgets, supplier negotiations, and contracts.
- Excellent stakeholder management skills, with confidence working with senior executives and business leaders.
- Strong commercial awareness and understanding of event ROI and business objectives.
- Exceptional organisational skills and attention to detail.
- Strong written and verbal communication skills.
- Ability to work independently, proactively, and under pressure.
- Professional, confident, and client-focused approach.
- Strong knowledge of Microsoft Office applications and event management platforms.
We Recognise Potential, Whoever You Are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
We’re a global investment manager. We help institutions, intermediaries, and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.
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