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.

Key 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

Core Strengths and Skills 

• 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

Licenses or Certifications

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

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? 

Picture Yourself Here 

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love? 

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. 

About Commonwealth 

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio. 

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure. 

The Fine Print 

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.  

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.