Retreat Coordinator

Grade Level (for internal use):

We are looking for a highly organized and proactive Partnership Retreats Coordinator to support the US Partnership Retreats team. This role provides broad exposure to the planning and delivery of small-scale events (called Retreats) within the finance industry. The position will support content, marketing, and sales-related research, playing a key role in ensuring smooth execution across each stage of the event lifecycle. It's an excellent opportunity for someone early in their career who is interested in events, marketing, or financial services content development and is eager to learn in a fast-paced, collaborative environment.

Key Responsibilities
Content & Materials Support

• Regularly update event agendas (using InDesign) and distribute to relevant teams 
• Organize and track speaker information, including registrations and key details in internal systems 
• Schedule and coordinate all content-related calls, including those for the advisory board and speakers 
• Upload and maintain event content information across platforms and use cases, including preparing event presentation slides and agenda details with the event mobile app  
• Support the creation of briefing documents and post-event summaries 

Marketing & Campaign Support

• Manage regular updates to marketing materials, including brochures, event calendars, and client lists
• Assist with basic data research and gathering information on target audiences 
• Support marketing campaigns by pulling data and helping set up outreach in marketing systems (e.g., Pardot) 
• Support ad hoc projects such as speaker tiles for LinkedIn

Retreat Administration & Coordination
Maintain and update attendee lists across all events 
Provide general administrative support across the team to ensure timelines and deliverables are met 
Assist with on-site event support, including the opportunity to travel to conferences across the US 
Provide general support to the team across multiple events and projects 

S&P Global states that the anticipated base salary range for this position is $65,000 to $75,000 per year. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications. 

In addition to base compensation, this role is eligible for an annual incentive plan.

About S&P Global Market Intelligence
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit www.spglobal.com/marketintelligence.

What’s In It For You?

Our Mission:

Advancing Essential Intelligence.

Our People:

We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity, Discovery, Partnership

Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.
Benefits:

We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.
Our benefits include: 

• Health & Wellness: Health care coverage designed for the mind and body.

• Flexible Downtime: Generous time off helps keep you energized for your time on.

• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.

• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.

• Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.

• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to [email protected]. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

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Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law.  Only electronic job submissions will be considered for employment.  

If you need an accommodation during the application process due to a disability, please send an email to: [email protected] and your request will be forwarded to the appropriate person.  
 
US Candidates Only: Know Your Rights: Workplace discrimination is illegal

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