Senior Corporate Meeting Planner
Core
Planning and executing client/investor conferences, team events, and entertainment activities for a financial services firm.
Role type
Senior Corporate Meeting Planner
Builds
Client conferences, internal team events, and client entertainment experiences
Domain
Financial Services / Corporate Events
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Vendor management, contract negotiation, fiscal management, database system navigation, crisis management, project management, budget management, compliance coordination, stakeholder communication
Preferred skills
Certified Meeting Professional (CMP) certification, financial services industry experience, mentoring
Technologies
MeetMax, Microsoft Office (Excel, PowerPoint)
Responsibilities
Manage vendor relationships and site selection; coordinate logistics and fiscal management for events; troubleshoot planning issues and handle on-site crisis management; generate creative ideas for event formats and entertainment; manage timelines and stakeholder expectations; define target audiences and align with brand objectives; assess communications needs and partner with marketing; monitor industry trends and competition; complete special projects; ensure compliance with firm policies and regulatory requirements for all event collateral and communications.
Seniority
Senior, hands-on IC with management responsibilities