Commonwealth Financial Network · 1 month ago
Planner, Conference & Events
US-MA-Waltham
Full-time
Hybrid
Senior Level
$94K/yr - $115K/yr
5+ years expCommonwealth Financial Network is a company that values work/life balance and employee growth. They are seeking a skilled planner to join their Conferences & Events team, responsible for designing and executing impactful events that enhance relationships and reflect the firm's culture of excellence.
ConsultingFinanceFinancial Services
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
Qualification
Required
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
Preferred
Meeting management certification (CMP preferred)
Financial services industry experience a plus
Cvent certification a plus
Salesforce experience a plus
Benefits
Generous bonus and 401(k) programs
Tuition reimbursement
Flexible work schedules
Hybrid work schedule
Incredible health care benefits
Company
Commonwealth Financial Network
Commonwealth Financial Network is an independent broker and dealer supporting financial advisors.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-03-28Acquired
Leadership Team
Jay Grandfield CRPC®
CEO Zenith Advisory Group
Michael L. Stone
CEO & Founder of Milestone Investment Management LLC
Recent News
2025-12-07
GlobalFinTechSeries
2025-12-03
Company data provided by crunchbase