Conference Services Event Planner | Milwaukee, WI, USA

Baird is a leading financial services firm known for delivering comprehensive solutions to its diverse clientele, including wealth management, asset management, investment banking, and private equity. With a strong commitment to client service and long-term relationships, Baird emphasizes excellence, integrity, and professionalism in all areas of its operations. As a reputable firm, Baird offers a collaborative work environment that empowers employees by fostering growth, innovation, and dedication to superior service and client satisfaction.

The Conference Services Event Planner role at Baird is a vital position within the Conference Services team, dedicated to planning, coordinating, and executing high-level events for prominent clients. This role is well suited for an energetic and detail-oriented professional who thrives amidst a fast-paced working environment and is passionate about delivering exceptional client experiences. The Event Planner will support large-scale conferences while independently managing smaller programs, ensuring flawless execution across all aspects of events. Responsibilities include managing logistics such as meeting space, room setup, catering, audiovisual requirements, and participant travel arrangements. The role also involves preparing and distributing detailed registration reports, maintaining conference websites, and collaborating closely with senior team members, marketing, and internal stakeholders to develop event communications and materials.

Additionally, the planner will handle venue selection, registration, communications, and on-site coordination for smaller events ranging from 10 to 50 attendees. Financial oversight is also an essential component, with duties that include developing budgets, cost proposals, and post-event recaps. Researching and recommending venues nationwide based on program needs and attendee size is expected, and maintaining strong vendor and internal relationships through effective communication is critical to success. This role demands excellent organizational skills, attention to detail, and the ability to juggle multiple priorities while maintaining a calm, professional demeanor. Ideal candidates will possess strong computer skills, including proficiency in Word, Excel, Access, and Outlook, alongside superior grammar, editing, and proofreading skills. A bachelor’s degree in Marketing, Business, Communications, or a related field and at least three years of meeting planning experience are preferred, with experience in the financial services industry considered a plus.

This full-time position offers an annual salary range of $62,400 to $87,000, with bonus potential up to 20% of salary based on performance and firm profitability. Baird provides a comprehensive total rewards package that supports the well-being and professional development of its employees. The role also includes travel of approximately 20%, with trips sometimes lasting up to one week. Joining Baird’s Conference Services team means becoming part of a dynamic group dedicated to excellence in event planning and unparalleled client engagement.