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About the Role
The Senior Corporate Meeting Planner role is part of the Corporate Events, Travel and Media team. This individual will collaborate with business lines on meeting and event activities for clients and prospective clients, including coordination of client/investor conferences, smaller team events, departmental employee events, and larger-scale client entertainment events.
Responsibilities
- Plan and execute meetings and conferences.
- Manage vendor relationships and communication, including site selection, contract negotiations, on-site logistics execution, and fiscal management.
- Utilize client management/software for attendees, including data communication and historical tracking.
- Learn and navigate database systems (MeetMax).
- Communicate with conference attendees regarding all aspects of conferences and events.
- Generate creative ideas for meeting objectives, including locations, entertainment, and event format.
- Navigate and troubleshoot event planning issues and manage crises on-site.
- Meet event goals and team objectives.
- Manage timelines and project manage stakeholder expectations.
- Define target audiences and advance brand equity with them.
- Collaborate with business lines to define audience needs and stakeholder objectives.
- Manage budgets, financial tracking, and contract negotiations.
- Assess communication needs, create new materials, and update existing materials.
- Partner with marketing to execute communications.
- Monitor competition and industry events/trends.
- Complete special projects as assigned.
- Work with multiple stakeholders across the firm, including a close working relationship with the Corporate Access team.
- Partner with Compliance to ensure conference-related collateral, invitations, agendas, presentations, signage, websites, emails, social media content, and other communications receive appropriate review and approval.
- Maintain awareness of applicable firm policies, regulatory requirements, and approval processes related to client events, entertainment, sponsorships, and communications.
- Maintain documentation and version control for compliance approvals and required event records.
- Escalate potential compliance, reputational, or contractual risks to appropriate internal stakeholders.
Requirements
- 5 - 8 years of meeting coordination experience.
- 2+ years of management experience.
- Ability to challenge the status quo in a positive, respectful manner.
- Strong organizational and communication skills.
- Must possess a positive “can do” attitude and exhibit a fierce advocacy for client needs and perspectives.
- Excellent technology and software skills.
- Ability to mentor and manage direct reports (if applicable), teammates, and relationships.
Skills
- Microsoft Office (Excel, PowerPoint)
- Conference software applications (MeetMax)
Location
- New York, NY
Work Type
- Full-time
Experience Level
- Senior
Education Level
- BA or BS degree preferred
- Certified Meeting Professional (CMP) certification preferred
- Equivalent applicable experience may be considered
Salary/Compensations
- $140,000 - $178,000 per year
Benefits
- Eligible for annual incentive compensation
- Competitive total compensation
- Commitment to employee's health and well-being
About the Company
- Piper Sandler connects capital with opportunity to build a better future.
- Diverse teams with unique backgrounds, skills, and experiences yield more innovative solutions.
- Committed to engaging, hiring, and retaining bright, committed people to work in partnership within an inclusive environment.
- Human capital, technology, marketing, and other corporate support teams work with business partners to maximize each employee.
- Understands the dynamic nature of the industry and works alongside company strategies.
Equal Opportunity
- All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.