Senior Meeting Planner

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

Other Responsibilities:

• Invoice Reconciliation and forecasting reports to finance
• Meetings (American Express) Card Reconciliation
• Creating PSA and Task Orders
• Web-casting and Multi Casting
• In depth knowledge of caterers and conference centers
• In depth knowledge of audio visual equipment
• Gift purchasing

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 work with various departments as a team is absolutely necessary.
• Vacation Black-out dates week prior and over Annual Conference

Work 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.

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 Salary $91,500, Maximum Salary $170,900

CO/HI/MN/VT*: Minimum Salary $79,500, Maximum Salary $142,300

IL*: Minimum Salary $87,500, Maximum Salary $156,600
Jersey City, NJ/NY, NY: Minimum Salary $95,400, Maximum Salary $170,900

MD/Washington, DC: Minimum Salary $91,500, Maximum Salary $163,700
WA: Minimum Salary $79,500, Maximum Salary $163,700

*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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