Meeting Planner
Core
Manage domestic meetings, investor conferences, and educational programs for Raymond James Financial, integrating strategic business processes to maximize return on investment.
Role type
Senior Meeting Planner
Builds
Large-scale events (up to 4,000 attendees) and complex programs
Domain
Financial Services / Corporate Events
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Budget management (up to $1M), vendor negotiation, travel logistics, stakeholder communication, project management, contract administration, database management, presentation skills
Preferred skills
Certified Meeting Professional (CMP), strategic planning, crisis management
Technologies
Microsoft Office suite, online registration systems, meeting planning databases
Responsibilities
Develop and report budgets, manage event lifecycle from initiation to closure, cultivate relationships with internal stakeholders and external vendors, create communications materials, negotiate contracts, manage travel processes, deliver presentations
Seniority
Mid-level, hands-on IC