Conferences And Events Planner

Commonwealth Financial Waltham , MA 02154

Posted 2 months ago


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 eventsand you are looking for growth and increased responsibility in your careerthen let's talk.

Key responsibilities

  • Conceptualizing, designing, and executing creative and engaging conferences and eventsoften occurring simultaneouslyensuring 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, dcor, 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 2530 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 Commonwealthand Our Anything but Common Culture

Commonwealth Financial Network is the largest privately held Registered Investment Adviserindependent 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 supportplus a variety of affiliation modelsdeliver what today's independent advisors need to thrive.

That being said, we are a financial services company with a unique missionone 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 workit's a place that, for many, feels like home.

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

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Category Specialist Marketing And Events

3DS Dassault Systems

Posted 2 months ago

VIEW JOBS 7/20/2019 12:00:00 AM 2019-10-18T00:00 Imagine New Horizons… Dassault Systèmes is recruiting a Sourcing Commodity Specialist for its Corporate Purchasing Department, which covers all indirect purchasing needs for its North American and Latin American offices. You will work with the Category Sourcing Team to identify opportunities to save money or improve processes for Marketing & Events Stakeholders. Applying the seven step Sourcing Methodology to identify and source opportunities. Improving supplier relationships and management and if necessary resolving supplier quality or service issues. You will report to the Purchasing Director and will work with local and global Purchasing Team members and learn to optimize the Sourcing Methodology process in a global business environment. What will your job be? * Understand internal client needs in order to develop, issue and manage requests for proposals or quote to meet end use requirements * Negotiate and implement supplier contracts and report achieved savings * Utilize supplier relationship management tools and process to ensure quality and service levels * Gather, input, and analyze key data to understand buying trends and opportunities Your key success factors * Advanced Excel skills, e.g. Formulas (if/and), VLOOKUPS and Pivot Tables, Charts - Graphs > Ability to complete complex spend or data analysis upon which business decisions will be based > Comfortable self-educating new Excel functionality and reporting * Strong communication skills in two parts: 1.) very strong writing skills utilizing the rules of English grammar; 2.) verbally clear, concise, and grammatically correct oral (speaking) communication skills in English * Work onsite at Dassault Systèmes 175 Wyman Street Waltham Mass; no remote or offsite permitted * Highly organized with critical attention to details especially when running Excel reports * Conferred Bachelor's Degree * 3 years sourcing experience proven purchasing experiences in Indirect Sourcing, contract negotiation, supplier management and reporting > Knowledge of purchasing tools such as Purchasing Card, eProcurement, RFx, Contract Management tools, etc. > Experience and competence in using integrated ERP software, e.g. PeopleSoff > A strong knowledge of purchasing policies, procedures and practices including compliance with an ability to apply experience as necessary. > Well versed in contract terminology and use of standard purchasing terms and conditions * Proven ability to work on multiple project simultaneously with competing deadlines * Strong problem identification and solving skills, you are comfortable thinking about a problem/issue and working through it, attempting to resolve it * Able to work and present (PowerPoint) comfortably to all levels of the organization in a global environment * Strong functional use of Microsoft Office Suite e.g. Word and PowerPoint Plusses, not required * Experience in working within a multi-cultural environment and/or non US based company * Degree in Business or Supply Chain Operation * Experience in Marketing and/or Events Compensation & Benefits Dassault Systèmes offers an excellent salary with potential for bonus, commensurate with experience that is above average in the local community. Benefits include a choice of plans providing comprehensive coverage for medical, dental, vision care for employee & dependents as well as employee life, short & long term disability, tuition reimbursement, immediate 401K enrollment, 401K match, 3 weeks' vacation and 8 paid holidays plus 4 floating holidays. Equal opportunity In order to provide equal employment and advancement opportunities to all individuals, employment decisions at 3DS are based on merit, qualifications and abilities. 3DS is committed to a policy of non-discrimination and equal opportunity for all employees and qualified applicants without regard to race, color, religion, gender, sex (including pregnancy, childbirth or medical or common conditions related to pregnancy or childbirth), sexual orientation, gender identity, gender expression, marital status, familial status, national origin, ancestry, age (40 and above), disability, veteran status, military service, application for military service, genetic information, receipt of free medical care, or any other characteristic protected under applicable law. 3DS will make reasonable accommodations for qualified individuals with known disabilities, in accordance with applicable law. 3DS Dassault Systems Waltham MA

Conferences And Events Planner

Commonwealth Financial