Planner, Conference & Events

Commonwealth Financial Network•Waltham, MA

17d•$94,000 - $115,000•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 for part of the week! We’re looking for a planner to join our ranks. Are you passionate about creating experiences that inspire, connect, and drive meaningful engagement? Our 10-person Conferences & Events team is seeking a highly skilled planner who excels in collaboration, creative problem-solving, and meticulous execution. As a key contributor, you will help design and deliver high-impact educational and invitational events that strengthen relationships and reflect our firm’s culture of excellence.

Requirements

Minimum 5 years of experience planning and executing events
Strong project management skills with high-level exposure to luxury hotel products, F&B, entertainment, design/copywriting, and budgeting
High level of proficiency with Microsoft Suite (Word, Excel, Outlook, PPT, Teams, One Note).
Enthusiastic, energetic, and personable demeanor; must have a great attitude and be customer-focused
Ability to travel up to 25 to 30 percent of the time, domestically and internationally.
Creative and innovative self-starter who generates ideas and works collaboratively with other co-planners and internal direct reports.
Demonstrated contract review and programmatic negotiation skills
Able to remain calm, focused, and solution-oriented under pressure and throughout the planning process
Strong organizational, writing, and communication skills and attention to detail
Excellent follow-up and time management skills; ability to juggle a variety of duties.
Positive and adaptable approach to problem solving, with the ability to pivot quickly when needed, particularly onsite

Nice To Haves

Meeting management certification (CMP preferred)
Financial services industry experience a plus
Cvent certification a plus
Salesforce experience a plus

Responsibilities

Conceptualizing, designing, and executing creative and engaging conferences and events—often occurring simultaneously—while meeting all timelines and deadlines
Ensuring all conferences and events reflect internal stakeholder goals and exceed expectations
Coordinating all aspects of conference logistics to align with the Commonwealth brand, including but not limited to: budgets, registration, activities, décor, F&B, entertainment, travel manifests, housing manifests, AV, and ground transportation
Collaborating with corporate security and emergency planning
Identifying, sourcing, and coordinating event support services, including DMC, AV, and travel partners; vendors; and transportation providers
Analyzing attendee feedback and event metrics to recommend future program enhancements
Championing new tools and processes to elevate operational efficiency and attendee experiences
Overseeing business meeting technology and operational processes and recommending improvements as needed
Providing the highest level of customer service to Commonwealth advisors while building connections and creating lasting relationships
Maintaining and strengthening external client relationships to ensure trust and satisfaction with expectations and goals
Collaborating with project coordinators on various design and marketing content/deliverables for assigned conferences and events
Utilizing Cvent tools and services to assist with building registrations, reporting, mobile app creation, and Salesforce reporting/functionality
Reporting back to the Senior Manager, Conferences & Events on event strategy, workflow, and programmatic improvements/challenges