Roadshow Coordinator III

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 What You Would Get To Do The Roadshow Coordinator III 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 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, sales people 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  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) What We Are Looking For 5-8+ years’ experience working on complex Deal Roadshows in the Financial industry Strong working knowledge of the Microsoft Office, specifically Excel Experience in training teams both in planning and execution of Roadshows preferred Deal Roadshow experience required 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