Event Planner - Financial Services/Banking

Job Description

Job Description

JOB DESCRIPTION

 

Job Title: Event Planner (Intermediate)

Pay Rate: $36/hr W2
Location: Columbus, OH
Duration: 9 Months
Employment Type: Right-to-Hire (RTH) Potential
Expected Start Date: December 1, 2026
Work Arrangement: 100% Onsite
Interview Process: 2–3 rounds, including Zoom interviews and an onsite interview

 

Important Notes

• This position is not eligible for employer-sponsored immigration support through the bank.
• Candidates must be local to the Columbus, OH area.
• A minimum of 5 years of event planning or meeting management experience is required.
• A degree is preferred but not mandatory.
• The role initially provides maternity leave coverage, with potential for right-to-hire conversion in the future. Conversion is not guaranteed.
• The role requires flexibility to work early mornings, late evenings, and weekends as needed.
• Travel is required, estimated at approximately 40%, although travel frequency may vary. Some events take place in New York and other locations.
• The position primarily supports internal corporate meetings and events, with some external events.

 

Position Overview

The Corporate Meetings & Events Team is part of the bank's broader Firmwide Events organization, responsible for delivering high-quality events and programs for clients and employees.

The team partners with business groups across the firm to manage the entire event planning lifecycle, from initial concept and planning through execution, post-event reconciliation, and reporting.

We are seeking a hands-on, detail-oriented Event Planner with proven experience managing multiple concurrent events and delivering successful corporate meeting experiences. The ideal candidate will demonstrate strong organizational and project management skills, executive presence, adaptability, and the ability to collaborate effectively with diverse stakeholders.

Corporate event planning experience is preferred, particularly within financial services, but candidates from other industries with strong end-to-end event management experience will also be considered.

 

Key Responsibilities

• Plan and execute multiple meetings, conferences, and events simultaneously, working independently and in collaboration with internal teams.
• Manage the full event lifecycle, from initial planning and budgeting through logistics, onsite execution, post-event reconciliation, and reporting.
• Support budget creation, expense tracking, approvals, and budget closeout.
• Research venues, support requests for proposals (RFPs), coordinate vendors, assist with negotiations, and support contract administration.
• Coordinate hotel accommodations, air and ground transportation, audio-visual requirements, food and beverage, décor, activities, staffing, and other event logistics.
• Manage event invitations, registration websites, registration processes, and attendee communications.
• Develop and maintain detailed project timelines, workflow schedules, and tracking documents to ensure all deliverables are completed accurately and on time.
• Coordinate with business partners, suppliers, and internal event teams to ensure seamless event execution.
• Provide onsite event support, including travel to event locations when required.
• Ensure all activities comply with firm policies, procedures, controls, risk management requirements, and vendor relationship standards.
• Identify potential issues early, escalate risks appropriately, and maintain clear, timely communication with stakeholders.
• Recommend improvements to event planning, attendee experience, and execution processes.
• Collaborate with team members to share best practices, improve consistency, and introduce innovative event ideas.
• Handle post-event administrative activities, including invoicing, shipping, reconciliation, and reporting.

 

Required Qualifications

• At least 5 years of experience in meeting planning, event management, or corporate event coordination.
• Demonstrated experience managing the complete event lifecycle, from planning and logistics through execution and post-event closeout.
• Proven ability to manage multiple projects and competing priorities simultaneously.
• Excellent organizational skills and strong attention to detail.
• Strong verbal and written communication skills.
• Professional executive presence and the ability to interact effectively with senior stakeholders.
• Strong interpersonal skills and the ability to work collaboratively with diverse teams.
• Ability to work independently, exercise sound judgment, and respond effectively to changing priorities and stressful situations.
• High degree of professionalism, flexibility, discretion, and adaptability.
• Proficiency in Microsoft Office, particularly Excel and PowerPoint.
• Willingness to work outside traditional business hours, including early mornings, late evenings, and weekends as needed.
• Ability and willingness to travel for event execution.
• Must be able to work onsite full-time in Columbus, OH.

 

Preferred Qualifications

• Corporate event planning experience, preferably within financial services or a corporate finance environment.
• Experience supporting internal corporate meetings, conferences, and employee programs.
• Bachelor's degree or equivalent educational background.
• Experience with event budgeting, vendor coordination, contract administration, registration management, and post-event financial reconciliation.

 

Ideal Candidate Profile

The ideal candidate is an experienced event professional who can independently manage multiple corporate events while maintaining exceptional attention to detail and delivering a polished attendee experience.

Candidates should demonstrate a strong history of end-to-end event planning, excellent project management skills, executive presence, and the ability to adapt quickly to changing requirements. Financial services experience is a plus, but candidates with relevant corporate event management experience in other industries are encouraged to apply.

Please Note: Candidates with fewer than 5 years of relevant experience, frequent job changes, or those who are not local to the Columbus, OH area may not be considered.