Meeting Planner

Reposted 4 Days Ago
Be an Early Applicant
Louisville, KY
In-Office
Mid level
Fintech
The Role
The meeting planner coordinates logistics, manages client relations, oversees budgets, and ensures exceptional service for events.
Summary Generated by Built In

As a meeting planner, you will be the primary point of contact for clients, ensuring seamless planning and execution of meetings and events at Baird Tower 29th Floor.  This position requires an individual who understands meeting and event planning logistics, possesses strong client-facing skills, thrives in a fast-paced environment, and demonstrates exceptional communication and organizational skills to guarantee outstanding event experiences.

The Imapct You'll Make:

  • Serve as primary client contact; manage requests and communications.

  • Coordinate event logistics: room setup, AV, catering, and materials.

  • Arrange food and beverage using online systems; ensure timely execution.

  • Maintain accurate records, booking files, and event documentation.

  • Build strong client relationships; understand needs and deliver exceptional service.

  • Partner on VIP meetings to provide five-star hospitality experience.

  • Create and manage budgets, proposals, and post-event recaps.

  • Oversee catering operations, vendor relationships, and quarterly menu planning.

  • Ensure conference spaces meet cleanliness and facility standards.

  • Collaborate with AV team for seamless technology during events.

  • Lead planning meetings; communicate changes and resolve operational issues.

  • Identify process improvements and maintain compliance with hospitality standards.

  • Manage staffing and external resources for successful event execution.

  • Complete reports, billing, and additional projects as assigned.

What You'll Bring to Baird:

  • Bachelor’s degree preferred; 3+ years hospitality or event planning.

  • Strong hospitality, service, and computer skills (Word, Excel, Outlook).

  • Knowledge of AV, catering, food & beverage, event logistics.

  • Ability to learn and use industry-specific software quickly.

  • Familiarity with local hospitality market, caterers, and service providers.

  • Excellent organizational skills; prioritize tasks and meet deadlines effectively.

  • Handle peak workloads calmly; deliver accurate, reliable results under pressure.

  • Maintain professional appearance and dress at all times.

  • Reliable and punctual; consistently arrive on time for shifts.

  • Strong written and verbal communication; attention to detail essential.

  • Flexible schedule; able to work evenings and varied shifts.

  • Stand for long periods; lift up to 50 pounds.

  • Willing to travel regionally; less than 15% travel required.

#LI-AK1

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Top Skills

Excel
Industry-Specific Software
Outlook
Word
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The Company
HQ: Milwaukee, WI
4,040 Employees
Year Founded: 1919

What We Do

Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than $305 billion in assets for clients around the world and employs more than 4,600 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. “Baird” is the marketing name for Robert W. Baird & Co., Incorporated and subsidiaries and affiliates worldwide. For more information, please visit www.rwbaird.com.

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