Senior Meeting Planner

Senior Meeting Planner

The Senior Meeting Planner is the liaison between FINRA Committee Liaison and committee members and is primarily responsible for providing meeting planning support for the FINRA Corporate Governance committee meetings and outward-facing member meetings. Significant areas of responsibilities include building registration within Cvent, logistic planning for catering, audio visual, budgeting, contract negotiations and serving as production manager for FINRA virtual/hybrid events. This position has responsibility for meetings and projects that often overlap and require multiple meetings, simultaneously. The ability to make sound decisions on own accord while supporting the FINRA mission is essential in this role. The Senior Meeting Planner is accountable for a stringent budget and successfully managing the logistical and financial aspects of assigned events. This role must coordinate communications to external committee members and acts as a liaison in all areas of the program development, webcasting, audio visual and daily use of the FINRA registration database.

Essential Job Functions:

• Utilizes technology to manage meeting logistics in a virtual, hybrid, and in-person meeting environment for assigned projects.
• Facilitates pre-conference meetings, site selection, contract negotiation, rooming list, menu development and banquet event orders, on-site management, budget reporting, and post-conference expenses and payments.
• Creates and manages meeting registration through Cvent; monitors day-to-day registration data and initiates confirmation letters.
• Establishes effective controls, and monitors all committee activity regarding travel, on site and post TE approvals.
• Utilizes wide-based knowledge of Cvent for sourcing vendors, budgeting, reconciliation, and reporting.
• Supports meeting functions by coordinating the set-up of Audio-Visual (AV) equipment and providing oversight of the AV vendor.
• Utilizes a myriad of travel and expense tools to support the meetings (Workday Expense, RezDesk, Third Party Travel, and Cvent).
• Negotiates favorable prices and contract terms with suppliers.
• Creates food and beverage plans for committee meetings.
• Develops budgets for Corporate Governance meetings.
• Oversees the cost consistency of all Corporate Governance committee meetings across FINRA.
• Demonstration of FINRA's values.
• Collaboration, both in-person and virtually, in furtherance of FINRA's mission of investor protection and market integrity.

Education/Experience Requirements:

• College degree or equivalent and five (5) years of experience in meeting management or hospitality experience. CMP preferred.
• Comprehensive knowledge in contract negotiations and background on registration systems a plus.
• Independent to work onsite at conferences.
• Proficiency using a PC with Microsoft Suite.
• Knowledge of Cvent databases.
• The ability to implement projects independently and collaborate with various departments.
• Proficient in virtual and hybrid meeting technologies including Zoom, Vimeo, Crowd Compass and Cvent Virtual Attendee Hub.
• Understanding of Workday Expense, Concur Third Party Travel, Passkey and Cvent.
• Ability to work with Audio Visual Industry, equipment, webcasting and multi casting.
• FINRA Securities Industry Essentials (SIE) certification or acceptable industry equivalent certification is required upon hire or within 16 months of the start date of the assigned SIE training cohort.

Working Conditions:

• A professional, highly visible, fast paced environment with FWA availability. Independent work projects. Travel is required and works outside of the regular business hours.
• Vacation black-out dates week prior to and during FINRA's Annual Conference.
• Hybrid work environment, with defined in-person presence requirements.

Salary Range:

• CO/FL/TX: Minimum Salary $83,900, Maximum Salary $150,300
• IL/PA: Minimum Salary $92,400, Maximum Salary $165,300
• MA/MD/VA/Washington, DC: Minimum Salary $96,600, Maximum Salary $172,800
• NY/NJ: Minimum Salary $96,600, Maximum Salary $180,400

To be considered for this position, please submit an application. Applications are accepted on an ongoing basis.