Meeting Planner

Stakeholder Consultation & Management • Establish, communicate, and maintain effective working relationships with internal clients (i.e. senior leaders, business partners, project managers) • Consult with internal clients to gain an in-depth understanding of the meeting objectives in order to plan various on and off-site events such as business meetings, dinners, tours, activities, and entertainment • Prepare accurate meeting budgets for internal clients and controllers for review as well as deliver high quality meetings within budgets and perform timely reconciliation of master bills and expense reports • Assist in development of project timelines and plans as it pertains to meeting planning and logistics • Build and maintain strong relationships with internal clients, internal resource groups, and vendor partners Work with the procurement and legal departments to review all contracts and addendums • Maintain outside vendor relationships to support prompt and accurate delivery of products or services (i.e. gifting, travel, production) which also meet financial goals and event budget Pre-Event, On-site and Post Meeting Management • Create meeting web sites and online registration forms through Cvent, utilizing the system to communicate with attendees and to generate travel related reports • Assist with creating meeting collateral including invitations, name badges, agendas, branding and signage • Manage all aspects of logistical planning, which includes but are not limited to coordination of transportation, food and beverage planning, space management, group activities, speaker and entertainment arrangements, technology and production coordination, and gifting • Coordinate with and manage travel staff and vendors, providing clear communication and direction • Travel to and independently manage assigned meetings Technical/Functional Skills/Qualifications • Prior meeting planning experience preferred • Excellent project management, organizational, and communication skills • Passion for creating engaging and customer focused events • Ability to manage multiple meetings and partner with many stakeholders independently • Strong interpersonal and collaborative skills, client service oriented • Agile within a fast-paced environment, adaptable to changing priorities, and committed to meeting deadlines • Proven contract negotiating and budget management skills • Financial services and insurance industry experience a plus • Travel requirement: up to 40% The annualized base pay range for this role is: