Corporate Events Planner

Cambridge Investment Research, Inc.Phoenix, AZ
Hybrid

About The Position

At Cambridge, we are committed to helping advisors build thriving businesses and deliver meaningful outcomes to their clients. You’ll join a culture rooted in kindness, collaboration, and continual growth—where your work directly contributes to the success of independent financial professionals nationwide. Cambridge is more than a financial solutions firm. It’s a place where your career and passion intersect. Realize your potential, make a positive impact, and discover your Something Wonderful! Job Overview: The Event Planner is responsible for organizing the creative development, execution, and implementation of the firm’s conferences and events as identified by the leadership team. This role ensures that all events reflect the firm’s quality standards and tone, including assisting with planning for Ignite, the firm’s flagship national conference.

Requirements

  • Proven experience in event planning and execution, preferably in a corporate or professional services environment.
  • Strong organizational and project management skills with attention to detail.
  • Excellent communication and negotiation abilities.
  • Proficiency in budgeting and vendor management.
  • Ability to work collaboratively and lead a team effectively.
  • Familiarity with marketing and promotional strategies for events.

Nice To Haves

  • Familiarity with hybrid or virtual event platforms.
  • Ability to analyze event metrics and ROI for continuous improvement.

Responsibilities

  • Organize and manage all aspects of conferences and events, ensuring alignment with leadership objectives and brand standards.
  • Lead event logistics including budgeting, venue booking, food and beverage arrangements, audiovisual equipment, décor, and conference materials.
  • Coordinate travel arrangements for attendees and staff.
  • Ensure consistent messaging and branding across all event-related communications.
  • Consult and negotiate with vendors on event-related matters to ensure quality and cost-effectiveness.
  • Maintain strong relationships with external partners and internal stakeholders.
  • Assist management with site visits and contribute to annual event calendar planning.
  • Support future event strategies by researching trends and incorporating innovative ideas.

Benefits

  • Premium benefit package including medical, vision, dental, life and long-term disability insurance
  • Vacation/sick time
  • 401K retirement plan with company matching program
  • Eleven paid holidays

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

501-1,000 employees

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