Planner, Conference & Events

Ifyou’relooking 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,Commonwealthis focused on helping its employees thrive in an environment suited to their needs.On top of all that, theCommunity department offers a hybrid work schedule, soyou’llbe 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 ResponsibilitiesConceptualizing, designing, and executing creative and engaging conferences and events—often occurring simultaneously—while meeting all timelines and deadlinesEnsuring all conferences and events reflect internal stakeholder goals and exceed expectationsCoordinating 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 transportationCollaborating with corporate security and emergency planningIdentifying, sourcing, and coordinating event support services, including DMC, AV, and travel partners; vendors; and transportation providersAnalyzing attendee feedback and event metrics to recommend future program enhancementsChampioning new tools and processes to elevate operational efficiency and attendee experiencesOverseeing business meeting technology and operational processes and recommending improvements as neededProviding the highest level of customer service to Commonwealth advisors while building connections and creating lasting relationshipsMaintaining and strengthening external client relationships to ensure trust and satisfaction with expectations and goalsCollaborating with project coordinators on various design and marketing content/deliverables for assigned conferences and eventsUtilizing Cvent tools and services to assist with building registrations, reporting, mobile app creation, and Salesforce reporting/functionalityReporting back to the Senior Manager, Conferences & Events on event strategy, workflow, and programmatic improvements/challengesCore Strengths and SkillsMinimum 5 years of experience planning and executing eventsStrong project management skills with high-level exposure to luxury hotel products, F&B, entertainment, design/copywriting, and budgetingHigh 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-focusedAbility 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 skillsAble to remain calm, focused, and solution-oriented under pressure and throughout the planning processStrong organizational, writing, and communication skills and attention to detailExcellent 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 onsiteLicenses or Certifications Meeting management certification (CMP preferred)Financial services industry experience a plusCvent certification a plusSalesforce experience a plusHave we piqued your curiosity? Can you see yourself thriving in this opportunity?Picture Yourself HereAtCommonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care ofoneanother.That’swhy 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’snot 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 CommonwealthCommonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions thatempowersmore than3,000 independent financial advisors nationwide.Foundedin1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California;and Blue Ash, Ohio.Turning our advisors into raving fans starts by doing thesame for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure.The Fine PrintWe care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online.Commonwealthwill 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.Commonwealthis an equalopportunityemployer, making intentional efforts to source talent from all backgrounds.USD $94,000.00/Yr.USD $115,000.00/Yr.

Created: 2025-12-08