Planner, Conference and Events

Commonwealth Financial Network•Waltham, MA

2d•Hybrid

About The Position

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Community department offers a hybrid work schedule, so you’ll be able to work from home on Wednesdays and Fridays. Our Conference and Events team is looking for a planner to join our ranks and share in our passion for creating signature events. Would you describe yourself as very personable, and exuding a professional and polished demeanor? Are you an individual who zeroes in on every little detail? Are you flexible enough to roll with changes yet agile enough to juggle a wide array of duties in a fast-paced environment? If you have what it takes to help plan and host educational and invitational conferences and special events—and you’re looking for growth and increased responsibility in your career—then let’s talk!

Requirements

Strong project management skills with demonstrated experience managing complex events, budgets, and internal/external stakeholders
Proven ability to lead event execution with ownership and accountability
Creative, strategic thinker capable of translating business goals into impactful event experiences
Strong negotiation and vendor management skills
Excellent communication and relationship-building with internal and external stakeholders
Highly organized with exceptional attention to detail and ability to manage competing priorities
Solutions-oriented and able to remain calm and effective under pressure
Proficient in event technology platforms such as Cvent
Positive, collaborative team player with a strong customer focus
Ability to travel up to 25%–30%
4+ years of experience planning and executing conferences and events with moderate guidance
Working knowledge of budget tracking and vendor coordination, including exposure to contract review and cost management
Proficiency in Microsoft Office (Excel, Word, Outlook) and event platforms (Cvent, Salesforce)
Ability to manage multiple programs simultaneously and coordinate effectively across internal stakeholders and external partners
Strong organizational, communication, and problem-solving skills, with a proactive, team-oriented approach

Nice To Haves

CMP certification and financial services experience a plus

Responsibilities

Leading end-to-end planning and execution of conferences and events, from concept through onsite delivery and post-event evaluation
Designing and delivering creative, high-impact experiences that align with business objectives and elevate the Commonwealth brand
Owning program timelines, budgets, and logistics, ensuring all elements are executed within established financial and scheduling parameters
Developing and managing comprehensive conference logistics, including co-coordinating travel manifests, hotel accommodations, agenda development, and attendee experience strategy
Researching, recommending, and securing venues, décor, restaurants, activities, and entertainment, and aligning selections with program goals and brand standards
Leading vendor sourcing, negotiation, and management, including audiovisual, transportation, DMC partners, venue partners, etc.
Serving as the primary point of contact for advisors and key stakeholders, delivering a high-touch, service-oriented experience and building lasting relationships
Driving alignment with internal departments to ensure cohesive messaging and timely delivery of all program materials
Overseeing event technology strategy and execution of registration and mobile app platforms along with business meeting AV production, while identifying opportunities for process improvements and enhanced attendee engagement
Evaluating program success and identifying opportunities for continuous improvement, incorporating feedback and data into future planning
Supporting, guiding, and mentoring junior team members