Commonwealth Financial Network

  • Conferences and Events Planner

    Job Locations US-MA-Waltham
    Job ID
    # of Openings
    Conferences & Events
  • Overview

    Our 13-person Conferences and Events team is looking for a planner to share in our passion for creating signature events. Would you describe yourself as someone who’s very personable, with a professional and personal demeanor that exudes polish? Are you the type who zeroes in on every little detail? Who’s flexible enough to roll with changes and agile enough to juggle a wide array of duties in a fast-paced environment?


    If you think you have what it takes to help plan and host our educational and invitational conferences, as well as special events—and you are looking for growth and increased responsibility in your career—then let’s talk.


    Key responsibilities 

    • Conceptualizing, designing, and executing creative and engaging conferences and events—often occurring simultaneously—ensuring that each project plan is on track and that deadlines are met
    • Ensuring that each conference and event reflects the client’s goals and exceeds his or her expectations
    • Coordinating all aspects of conference logistics, including travel manifests, budget, hotel details, and agenda formation
    • Selecting venues, décor, restaurants, activities, and entertainers that are in line with the Commonwealth brand
    • Identifying, sourcing, and coordinating support services for events (gifts, photographer, audiovisual, transportation, etc.)
    • Maintaining and strengthening external client relationships to ensure trust and satisfaction with the stated expectations and goals
    • Overseeing the technology and operational processes for conferences and events; making recommendations for improvements
    • Serving as a liaison between the Conferences and Events team and Design for all assigned conferences and events; overseeing the creation and production of program marketing material and ensuring that all deadlines are met
    • Mastering our internal conference software, Cvent


    Core strengths 

    • Strong project management skills with at least 4 years of experience in planning and executing events; significant exposure to food and beverage, entertainment, design/copywriting, budgeting, and project management
    • Enthusiastic, energetic, and personable demeanor; must have a great attitude and be customer focused
    • Creative and innovative; a self-starter who generates ideas
    • Able to remain calm and stay focused under pressure; strong organizational skills and attention to detail
    • Strong follow-up and time management skills; able to juggle a variety of duties
    • A positive and adaptable approach to problem solving
    • Demonstrated negotiation skills
    • A team player; respectful of other people’s time
    • A high level of proficiency with Microsoft Word, Excel, Outlook, and online research preferred
    • Ability to travel up to 25–30 percent of your time
    • Meeting management certification and financial services industry experience a plus


    Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves. 


    About Commonwealth—and Our Anything but Common® Culture 


    Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive. 


    That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities. 


    Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home. 


    Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce. 


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