Corporate Meeting Planner
About The Position
At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for a Corporate Meeting Planner for the Minneapolis or New York City office to join our Corporate Events, Travel and Media team. This vital role involves collaborating with various business lines to manage and execute meeting and event activities for clients and prospective clients. Responsibilities encompass the coordination of client/investor conferences, team events, departmental gatherings, and supporting lead planner on large-scale client entertainment functions.
Requirements
- Minimum of 5 years of experience in meeting coordination.
- Bachelor’s degree (BA or BS) preferred; equivalent applicable experience may be considered.
- Demonstrated experience in change/process management, with the ability to positively challenge the status quo.
- Strong organizational and communication skills are essential.
- A proactive and positive attitude, with a commitment to advocating for client needs and perspectives.
- Proficient in technology and software applications, including Microsoft Office Suite (Excel, PowerPoint) and conference management software.
Responsibilities
- Meeting Planning
- Sole meeting planner for 3 annual Fixed Income events: Midwest Depository Strategy Forum (St. Louis) Upper Midwest Bank Strategy Conference (Minneapolis) Balance Sheet Strategy Seminar (New York City)
- Assist the Senior Planner with larger equity conferences, providing logistical support and coordination.
- Oversee the preparation and shipping of materials, on-site setup, and registration desk operations.
- Banking Association Memberships
- Manage state and national banking association memberships and events, ensuring adherence to budgetary constraints.
- Oversee speaking engagements, sponsorships, conference registrations, hotel accommodations, and PSC-hosted receptions and dinners (50-150 attendees), while tracking expenses.
- Facilitate payments for annual membership dues, sponsorships, and registration fees.
- Develop and maintain relationships with key personnel within each organization to enhance collaboration and engagement.
- Additional Events
- Organize corporate group dinners (20+ annually) for sponsorship initiatives or business lines, accommodating approximately 30 or more attendees.
- Source venues, prepare invitations, track RSVPs, select menus, and provide name tags or place cards.
- Coordinate charitable contribution requests for the Financial Service Group, maintaining comprehensive records of donations (clients/amount donated per year)
- Secure necessary approvals, communicate support levels, ensure timely payments to organizations, and allocate expenses to appropriate cost centers
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
