Financial Services Event Planner

Job Description

Event Planner

Mon – Thurs in Office, Friday Remote

Employment Type:

Full-Time

We are seeking a detail-oriented and resourceful Event Planner to manage the strategy, coordination, and delivery of impactful meeting and event programs. This role is ideal for a professional who thrives in a fast-paced environment, enjoys balancing logistics with client service, and can confidently oversee multiple projects from concept through completion. The Event Planner will play a key role in creating exceptional attendee experiences through thoughtful planning, strong vendor partnerships, and flawless execution.

• Plan and execute meetings, conferences, incentives, and special events from kickoff to post-event wrap-up.
• Coordinate core logistics including venue selection, rooming lists, travel arrangements, food and beverage planning, transportation, and audiovisual needs.
• Develop detailed project timelines, production schedules, run-of-show documents, and planning trackers.
• Source venues and suppliers, issue RFPs, compare proposals, and support contract negotiations.
• Track program budgets, monitor expenses, reconcile invoices, and help ensure financial accuracy throughout the event lifecycle.
• Partner with internal teams and external stakeholders to ensure event goals, branding, and operational requirements are met.
• Prepare client‑ready documents, presentations, and event communications.
• Manage registration-related coordination and support digital event tools where needed.
• Oversee onsite execution, troubleshoot issues in real time, and maintain a high standard of service delivery.
• Support virtual and hybrid event components, including platform coordination and speaker logistics.
• Maintain organized records, final reports, and post‑event documentation.
• Identify opportunities to improve planning processes, attendee experience, and program efficiency.

• Serve as a key point of contact for clients, vendors, and event stakeholders throughout the planning process.
• Provide timely updates, respond to questions, and communicate changes clearly and professionally.
• Build strong relationships with supplier partners and internal collaborators.
• Offer recommendations and solutions that align with event objectives and budget expectations.
• Participate in planning calls, status meetings, and post-event debriefs.
• Help coordinate onsite staff, support teams, and other event resources as needed.

• Excellent organization and time management skills with the ability to handle multiple priorities.
• Strong written and verbal communication skills.
• Professionalism, accountability, and a client‑first mindset.
• Strong problem‑solving ability and calm decision‑making under pressure.
• Attention to detail and commitment to delivering high‑quality work.
• Ability to work independently while also collaborating effectively with cross‑functional teams.
• Experience managing budgets, invoices, and vendor coordination.
• Adaptability in dynamic environments with changing timelines and business needs.

• Bachelor’s degree preferred.
• 3+ years of experience in event planning, meeting management, hospitality, or a related field.
• Experience coordinating vendors, venues, and event logistics required.
• Budget tracking and reconciliation experience preferred.
• Strong customer service and stakeholder management experience.
• Familiarity with event technology platforms and virtual meeting tools is a plus.
• Experience supporting onsite event execution and travel as needed.

If you are passionate about delivering memorable events and enjoy turning complex plans into seamless experiences, this Event Planner opportunity offers the chance to make a meaningful impact in a collaborative, fast‑moving environment.