The Meeting and Events planner will plan and execute a variety of World Financial Group meetings and events. This person will work closely with clients, vendors, travel specialists and marketing coordinators to provide quality programs and the highest-level customer service to event participants.

Responsibilities

  • Plan small/medium size meetings and events and assist with larger meetings for employees and clients.
  • Provide support to the client before, during and after meetings and events. Update and follow meeting checklists. Execute on-site support when applicable.
  • Research meeting sites, hotels, and other vendors to compare services and cost estimates.
  • Negotiate terms and conditions of contracts and ensure all company clauses are included.
  • Create registration website. Develop necessary reports (rooming lists, manifests, etc.)
  • Handle food and beverage selections, and determine needs for audio-visual, transportation, and other services as needed.
  • Allocate planned budgets for meetings and events.
  • Ensure materials (invites, websites, presentations, etc.) are compliance approved and meet brand standards.
  • Maintain accurate and updated meeting records.
  • Apply fundamental concepts; work on assignments of limited scope and complexity with some oversight; make recommendations for changes to procedures and perform varied work requiring some originality or ingenuity.


Qualifications

  • Bachelor’s degree in marketing or relevant field, or equivalent combination of education and experience
  • Three years of related work experience
  • Proficient computer skills including email, routine database activity, word processing, spreadsheets, graphics, etc.
  • Excellent interpersonal skills and the ability to work with diverse personalities in a tactful and flexible manner
  • Good reasoning skills and sound judgment
  • Ability to handle multiple projects, while meeting related deadlines


Preferred Qualifications

  • Event management software (Stova, C-Vent or similar)


Working Conditions

  • Office Environment
  • Ability to lift and/or carry 25-30 pounds of audio/video equipment and other meeting materials
  • Frequent Travel 25 to 50%

Compensation

  • The Salary for this position generally ranges between $68,000- $83,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
  • Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. 

Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration, sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship.

This is a hybrid position requiring three days in office per week in one of our hub locations (Philadelphia, Denver, Baltimore).  Relocation assistance will not be provided for this position.


This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.