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Join a team that transforms strategy into memorable client experiences for some of the world's most sophisticated private banking clients. In this role, you'll help deliver events, experiences, and engagement initiatives that strengthen client relationships and support business growth across the U.S., Bahamas, Switzerland, Portugal, and Latin America.
Why This Role Matters
This role is responsible for transforming strategy into execution, managing all operational aspects with excellence, rigor, and attention to detail, while ensuring compliance, efficiency, and a premium client experience. The position plays a critical role in executing and operationalizing client engagement initiatives across key international markets, maintaining quality standards, enabling scalability, and supporting business impact through meaningful client interactions and experiences.
What You'll Do
- Plan and execute offshore client events and experiences across the U.S., Bahamas, Switzerland, Portugal, and Latin America.
- Manage end-to-end event operations, including timelines, logistics, vendors, contracts, budgets, and internal processes.
- Partner with teams in Brazil and other international markets to manage client invitations, segmentation, and governance requirements.
- Coordinate vendors, negotiations, onboarding, compliance reviews, and delivery execution.
- Support branding, communications, invitations, content, and client-facing materials across all engagement initiatives.
- Develop and track reporting, event metrics, client engagement data, and business impact measurements.
- Support internal events and cross-functional initiatives in partnership with HR, Compliance, Legal, Marketing, and other stakeholders.
What We're Looking For
- Bachelor’s degree in Journalism, Marketing, Public Relations, Communications, Business, or a related field preferred.
- 3+ years of experience in event planning, client engagement, marketing, communications, or related functions.
- Proven experience planning and executing events, experiences, or client engagement initiatives from concept through delivery.
- Experience with data analysis, reporting, and measuring the impact and effectiveness of initiatives.
- Fluent Portuguese required, with strong written and verbal communication skills.
- Experience managing multiple projects, timelines, vendors, budgets, and stakeholders simultaneously.
- Knowledge of internal processes, governance, compliance, and operational controls.
- Strong organizational, prioritization, and project management skills with exceptional attention to detail and execution rigor.
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High level of ownership, accountability, and commitment to quality and excellence.
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Ability to work effectively under pressure, adapt to changing priorities, and meet tight deadlines.
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Strong stakeholder management skills and experience partnering across Commercial, Compliance, Legal, Marketing, HR, and other business functions.
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Strategic and data-driven mindset, with the ability to translate ideas into actionable plans and measurable outcomes.
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Collaborative, flexible, and adaptable approach, with a willingness to support occasional travel and non-traditional schedules associated with events.
What Will Make Someone Successful in This Role
- A genuine passion for creating exceptional client experiences.
- A strong service-oriented mindset and ability to build meaningful relationships.
- Curiosity, willingness to learn, and openness to new ideas and technologies.
- A data-driven approach to decision-making and continuous improvement.
- The ability to balance creativity with strong operational execution.
- Comfort working in a fast-paced environment where priorities may evolve.
- Flexibility to support occasional travel, events, and non-traditional schedules.
- A proactive, resourceful, and solutions-oriented approach to challenges.
Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau’s related policies and procedures.