Senior Meeting Planner

Hospitality & Recreation
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • College degree or equivalent and five (5) years of experience in meeting management or hospitality; CMP preferred.
  • Comprehensive knowledge in contract negotiations and registration systems is a plus.
  • Ability to work independently onsite at conferences.
  • Proficient with Microsoft Suite and Cvent databases.
  • Familiarity with virtual and hybrid meeting technologies including Zoom and Crowd Compass.
  • Understanding of various travel and expense tools such as Workday Expense and Concur.
  • Experience managing Audio Visual equipment and webcasting.

Responsibilities

  • Manage meeting logistics for virtual, hybrid, and in-person environments.
  • Facilitate pre-conference planning, including contract negotiation and budget reporting.
  • Create and oversee meeting registration through Cvent, ensuring accurate data management.
  • Establish effective controls for committee activity and travel approvals.
  • Negotiate contracts and favorable pricing with suppliers for event services.
  • Coordinate AV equipment setup and management during meetings.
  • Develop budgets and ensure cost consistency across committee meetings.

Benefits

  • Comprehensive health, dental, and vision insurance.
  • 401(k) plan with company match and additional FINRA-funded retirement contribution.
  • Tuition reimbursement and various wellness benefits, including adoption assistance.
  • Generous paid time off and volunteer service days to support community involvement.
  • Flexible work environment with hybrid options and professional growth opportunities.
Full Job Description
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.


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.


For work that is performed in CO, FL, TX, IL, PA, MA, MD, VA, Washington, DC, NY and NJ, please refer to the chart below for the salary range for the corresponding location. FINRA complies with all state and local pay transparency laws and regulations requiring the disclosure of salary ranges for the position. In addition to location, actual compensation is based on various factors, including but not limited to, the candidate's skill set, level of experience, education, and market considerations.

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

#LI-Hybrid

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

The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required.

Please note: If the "Apply Now" button on a job board posting does not take you directly to the FINRA Careers site, enter www.finra.org/careers into your browser to reach our site directly.

Employees may be eligible for a discretionary bonus in addition to base pay. Non-exempt employees are also eligible for overtime pay in accordance with federal, state, or local law. As part of its dedication to employee wellness, FINRA provides comprehensive health, dental and vision insurance. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal. FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement, commuter benefits, and other benefits that support employee wellness, such as adoption assistance, backup family care, surrogacy benefits, employee assistance, and wellness programs.

Time Off and Paid Leave*

FINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days, unless otherwise required by law (all pro-rated in the first year). Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule). Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment). Full-time employees receive nine paid holidays.

*Based on full-time schedule

About Financial Industry Regulatory Authority

Financial Industry Regulatory Authority Careers

Joining the Financial Industry Regulatory Authority (FINRA) presents a unique opportunity to become part of a dedicated team of professionals committed to fostering fair and honest financial markets. As the largest independent regulator for all securities firms doing business in the United States, FINRA is at the forefront of the financial industry, offering unparalleled job opportunities in a dynamic environment.

Work You’ll Do

At FINRA, professionals work to protect investors and ensure the market's integrity through effective and efficient regulation of broker-dealers. Team members are engaged in a wide range of critical functions from market regulation to enforcement, and from legal compliance to dispute resolution. This variety ensures that employment at FINRA is not just a job, but a pathway to meaningful professional growth and career advancement.

Join a Leading Team

FINRA’s team is composed of highly skilled professionals who lead through innovation and steadfast leadership in the financial sector. With a commitment to diversity and inclusive culture, FINRA fosters an environment where every team member’s contribution is valued. Joining this team means collaborating on projects that enhance the security and integrity of the financial marketplace.

Innovative Work and Career Development

Professionals at FINRA are encouraged to take initiative and innovate within their roles. The authority offers a robust career development program that supports professional growth through training, workshops, and continued learning opportunities. This focus on professional development ensures that every employee has the tools and knowledge to advance their career.

Internship and Employment Opportunities

For those starting their career, FINRA offers a range of internship and entry-level positions that provide a solid foundation in financial regulation. Interns and new employees work alongside industry experts and gain invaluable hands-on experience. These positions are crucial stepping stones for building a career filled with leadership opportunities and professional advancement.

Benefits and Culture

FINRA is committed to supporting its employees’ well-being both inside and outside of the workplace. The company offers a competitive package of benefits that promote a healthy work-life balance. Employees enjoy comprehensive health benefits, retirement plans, and generous paid time off. Moreover, FINRA’s culture of ethics and leadership is reflected in its daily operations, making it a prime environment for personal and professional growth.

Explore Job Opportunities

The Financial Industry Regulatory Authority is continuously seeking passionate, curious, and skilled individuals to join its team. Explore open positions that match your skills and interests in the financial regulatory field. FINRA is hiring individuals who are driven to excel and ready to contribute to a team that values integrity, competence, and dedication.

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