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Job Overview
Employment Type
Full-time
Compensation
Salary
Range $90,800.00 - $108,800.00
Work Schedule
Standard Hours
Flexible
Benefits
bonus program
401(k)
Tuition Reimbursement
Flexible work schedules
hybrid work schedule
Health care benefits
employee growth opportunities
Job Description
Commonwealth Financial Network is a well-established, reputable financial services firm dedicated to empowering independent financial advisors with a comprehensive suite of business solutions. Founded in 1979, the company has grown significantly and now operates with headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio. Commonwealth prides itself on fostering an environment of excellence, growth, rewards, and fun, making it a highly desirable place to build a career. The company values work-life balance, offering generous bonus and 401(k) programs, tuition reimbursement, and flexible work schedules. Notably, their Community department supports a hybrid work arrangement, allowing employees to work from... Show More
Job 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 percent
Job Qualifications
- 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)
- strong organizational, communication, and problem-solving skills with a proactive, team-oriented approach
- experience managing multiple programs simultaneously and coordinating effectively across internal stakeholders and external partners
- CMP certification and financial services experience a plus
Job Duties
- 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, decor, restaurants, activities, and entertainment aligning selections with program goals and brand standards
- leading vendor sourcing, negotiation, and management including audiovisual, transportation, DMC partners, venue partners
- 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
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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