Meeting Planner

This position is the Cvent Technology registration specialist on the Strategic Meeting Managements program. This role supports the Technology Operations Specialist on all areas of expanding the program and providing training to FINRA users. This role manages on-site operations for registration during FINRA’s Annual Conference and various larger events independently. Also advises and interacts with FINRA staff on the Cvent Tool, and maintains excellence in the delivery, operation and support of the Cvent application.
This role is responsible in all areas involving the planning and management of committee meetings and internal multifaceted programs for the FINRA. This role is accountable for budget, Cvent event building, and partnering with stake holder in marketing and design of program. This position initiates leads through Cvent vendor procurement and initializes hotel vendor negotiations.

Essential Job Functions:

• Manage meeting logistics, Cvent event development, and on-site operations of assigned projects. Responsible for, site selection, contract negotiations, rooming lists, program enhancement, on-site management, budget reporting and post-meeting expenses.
• Work with suppliers on negotiations and contractual agreements.
• Create food and beverage programs that enhance the meeting while supplying cost effective alternatives to remain within budget control.
• Develop and provide forecasts for meeting budgets.
• Reconcile and approve meeting invoices.
• Approve speaker and committee expenses.
• Advise and interact with conference steering committee and technical staff to establish meeting design and objectives.
• Forecast industry changes that will impact budget and attendance hurdles annually.

Other Responsibilities:

• Invoice Reconciliation
• Maintain relationship with state societies for continuing legal education credits
• Knowledge of video and audio conferencing equipment
• Ability to multi task and make quick changes based on staff liaison requests
• Gift purchasing
• Maintain projects in departmental calendar

Education/Experience Requirements:

• College degree or equivalent and five (5) years experience in meeting management or hospitality experience. CMP preferred.
• Comprehensive knowledge and experience in the hospitality industry, vendor contract negotiation background and registration knowledge.
• Independent to work onsite at conferences.
• Proficiency using a PC with Microsoft Suite. Knowledge of CVENT database a plus. The ability to implement projects independently and work with various departments as a team is absolutely necessary

Work Conditions:

• A professional, highly visible, fast paced environment.
• Independent work projects.
• Travel is required.

For work that is performed in CA, CO, HI, MN, VT, IL, Jersey City, NJ, NY, NY, MD, Washington DC, and WA the chart below outlines the proposed salary range for the corresponding location. 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 internal peer compensation comparisons.

CA: Minimum of $78,900, Maximum Salary $146,900

CO/HI/MN/VT*: Minimum Salary $68,500, Maximum Salary $122,300

IL*: Minimum Salary $75,600, Maximum Salary $134,800
Jersey City, NJ/NY, NY: Minimum Salary $82,200, Maximum Salary $146,900

MD/Washington, DC: Minimum Salary $78,900, Maximum Salary $140,800

WA: Minimum Salary $68,500, Maximum Salary $140,800

*Including positions performed outside the state but reporting to an office or manager in that state.

Candidates can expect salary offers that range from the minimum to the mid-point of the salary range. FINRA provides full pay ranges so that the candidate can consider their growth potential while at FINRA.

#LI-DNI

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.

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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

Important Information

FINRA’s Code of Conduct imposes restrictions on employees’ investments and requires financial disclosures that are uniquely related to our role as a securities regulator. FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. All of those accounts are subject to the Code’s investment and securities account restrictions, and new employees must comply with those investment restrictions—including disposing of any security issued by a company on FINRA’s Prohibited Company List or obtaining a written waiver from their Executive Vice President—by the date they begin employment with FINRA. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment.

You can read more about these restrictions here.

As standard practice, employees must also execute FINRA’s Employee Confidentiality and Invention Assignment Agreement without qualification or modification and comply with the company’s policy on nepotism.

Search Firm Representatives

Please be advised that FINRA is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity. Regardless of past practice, a valid written agreement and task order must be in place before any resumes are submitted to FINRA. All resumes submitted by search firms to any employee at FINRA without a valid written agreement and task order in place will be deemed the sole property of FINRA and no fee will be paid in the event that person is hired by FINRA.

FINRA is an Equal Opportunity and Affirmative Action Employer

All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, veteran status or any other classification protected by federal state or local laws as appropriate, or upon the protected status of the person’s relatives, friends or associates.

FINRA abides by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities.

FINRA abides by the requirements of 41 CFR 60-300.5(a). This regulation prohibits discrimination against qualified protected veterans, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected veterans.

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