Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $94,000.00 - $115,000.00
Work Schedule
Standard Hours
Flexible
Benefits
Bonus programs
401(k) Plan
Tuition Reimbursement
Flexible work schedules
hybrid work schedule
Health Insurance
Career growth opportunities
Job Description
Commonwealth Financial Network is a reputable and rapidly growing Registered Investment Adviser, member of FINRA and SIPC, that offers comprehensive business solutions empowering over 3,000 independent financial advisors across the United States. Founded in 1979, the firm has established headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio, reinforcing its commitment to providing localized and effective support to the financial advisory community. The company prides itself on fostering an environment marked by excellence, growth, rewards, and fun, making it an outstanding place to work where employees are valued and supported extensively. Currently, Commonwealth champions a strong work-life balance... Show More
Job Requirements
- Bachelor's degree or equivalent education
- minimum 5 years of relevant event planning experience
- proficiency in project management and budgeting
- ability to manage multiple concurrent events and deadlines
- strong communication and interpersonal skills
- travel availability up to 30 percent
- customer service orientation
- contract negotiation experience
- technology proficiency including Microsoft Suite and event management software like Cvent
- ability to work under pressure and maintain attention to detail
- collaborative mindset
- meeting management certification preferred
Job Qualifications
- Minimum 5 years of experience planning and executing events
- strong project management skills with exposure to luxury hotel products, food and beverage, entertainment, design, copywriting, and budgeting
- high proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Teams, OneNote)
- enthusiastic, energetic, and customer-focused demeanor
- ability to travel up to 30 percent domestically and internationally
- creative and innovative self-starter with collaborative skills
- demonstrated contract review and programmatic negotiation experience
- calm and solution-oriented under pressure
- strong organizational, writing, and communication skills
- excellent follow-up and time management skills
- positive and adaptable problem-solving approach
- meeting management certification (CMP preferred)
- financial services industry experience preferred
- Cvent certification a plus
- Salesforce experience a plus
Job Duties
- Conceptualizing, designing, and executing creative and engaging conferences and events while meeting all timelines and deadlines
- ensuring all conferences and events reflect internal stakeholder goals and exceed expectations
- coordinating all aspects of conference logistics including budgets, registrations, décor, food and beverage, entertainment, travel and housing manifests, audio-visual needs, and ground transportation
- collaborating with corporate security and emergency planning teams
- identifying, sourcing, and coordinating event support services such as destination management companies, AV, 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
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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