Senior Event Planner

Role Overview

• Manage and craft unforgettable experiences that build brand momentum and deliver on event objectives
• Lead end-to-end program delivery: sourcing, critical path, budget management, contracting, vendor management, communications, onsite execution, post-event wrap-up, and reporting
• Own programs such as roadshows, incentives, and multi-day sales conferences, plus other key initiatives
• Participate and/or lead committees, status updates, and pre/post event briefings
• Develop, track, and report on budgets; drive efficiencies and savings, ensure timely payments and financial closure
• Recognize challenges early and troubleshoot with expertise and strong relationships
• Research and present recommendations for destinations, venues, AV production, formats, and experiential components
• Collaborate with peers, clients, vendors, and internal teams (procurement, legal, IT, marketing, design, etc.) to influence decisions, establish objectives, and deliver on time
• Gather post-event feedback from partners, sponsors, and client groups to improve future performance
• Support and enhance event processes and policies; identify gaps and document improvements
• Apply industry experience and networks to drive efficiencies, best practices, and new trends
• Travel up to 25–30% (weekdays/weekends/overnights) by air, train, and car, as program needs require
• Execute onsite with long hours of standing/walking; serve as the key liaison among clients and vendors
• Support show flow development and AV coordination with internal and external partners
• Ensure all program deliverables—theme, creative, locations, travel, activities, entertainment, speakers, meals, mobile app, materials, financials, staffing, registration, and gifting—align with client expectations and business objectives

Requirements

• 10+ years of corporate meeting/event management experience delivering complex, multi-faceted programs
• 1–3 years’ experience in Financial Services
• Strong knowledge of hospitality/hotel operations, travel standards, contract negotiation, site selection, and event sustainability
• Experience managing third-party vendors (DMCs, speakers, AV, entertainment, décor)
• Proven ability to lead and influence at all levels, including senior leadership
• Excellent interpersonal, customer service, diplomacy, and negotiation skills
• Positive mindset and resilience in supporting change
• Team-first attitude with a commitment to quality and service
• Ability to work with minimal supervision; set goals, meet expectations, and model strong behaviors
• Delegation and mentorship skills
• Proven event budget management
• Production design experience; confidence with AV for in-person, virtual, and hybrid events
• Strong proficiency with Office 365, event registration platforms (e.g., Cvent), and mobile event apps

Benefits

• Health insurance
• Dental
• Mental health
• Vision
• Short
• and long-term disability
• Life and AD&D insurance coverage
• Adoption/surrogacy and wellness benefits
• Employee/family assistance plans
• Retirement savings plans
• Generous paid time off program including holidays, vacation, personal, and sick days