Job Title Planner, Conference and Events at Commonwealth Financial Network LLC – Waltham, Massachusetts

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Community department offers a hybrid work schedule, so you’ll be able to work from home on Wednesdays and Fridays.

Our Conference and Events team is looking for a planner to join our ranks and share in our passion for creating signature events. Would you describe yourself as very personable, and exuding a professional and polished demeanor? Are you an individual who zeroes in on every little detail? Are you flexible enough to roll with changes yet agile enough to juggle a wide array of duties in a fast-paced environment?

If you have what it takes to help plan and host educational and invitational conferences and special events—and you’re looking for growth and increased responsibility in your career—then let’s talk!

Key Responsibilities

• Leading end-to-end planning and execution of conferences and events, from concept through onsite delivery and post-event evaluation
• Designing and delivering creative, high-impact experiences that align with business objectives and elevate the Commonwealth brand
• Owning program timelines, budgets, and logistics, ensuring all elements are executed within established financial and scheduling parameters
• Developing and managing comprehensive conference logistics, including co-coordinating travel manifests, hotel accommodations, agenda development, and attendee experience strategy
• Researching, recommending, and securing venues, décor, restaurants, activities, and entertainment, and aligning selections with program goals and brand standards
• Leading vendor sourcing, negotiation, and management, including audiovisual, transportation, DMC partners, venue partners, etc.
• Serving as the primary point of contact for advisors and key stakeholders, delivering a high-touch, service-oriented experience and building lasting relationships
• Driving alignment with internal departments to ensure cohesive messaging and timely delivery of all program materials
• Overseeing event technology strategy and execution of registration and mobile app platforms along with business meeting AV production, while identifying opportunities for process improvements and enhanced attendee engagement
• Evaluating program success and identifying opportunities for continuous improvement, incorporating feedback and data into future planning
• Supporting, guiding, and mentoring junior team members

Core Strengths and Skills

• Strong project management skills with demonstrated experience managing complex events, budgets, and internal/external stakeholders
• Proven ability to lead event execution with ownership and accountability
• Creative, strategic thinker capable of translating business goals into impactful event experiences
• Strong negotiation and vendor management skills
• Excellent communication and relationship-building with internal and external stakeholders
• Highly organized with exceptional attention to detail and ability to manage competing priorities
• Solutions-oriented and able to remain calm and effective under pressure
• Proficient in event technology platforms such as Cvent
• Positive, collaborative team player with a strong customer focus
• Ability to travel up to 25%–30%

Additional Skills and Knowledge

• 4+ years of experience planning and executing conferences and events with moderate guidance
• Working knowledge of budget tracking and vendor coordination, including exposure to contract review and cost management
• Proficiency in Microsoft Office (Excel, Word, Outlook) and event platforms (Cvent, Salesforce)
• Ability to manage multiple programs simultaneously and coordinate effectively across internal stakeholders and external partners
• Strong organizational, communication, and problem-solving skills, with a proactive, team-oriented approach
• CMP certification and financial services experience a plus

Have we piqued your curiosity? Can you see yourself thriving in this opportunity?

Picture Yourself Here

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love?

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.

About Commonwealth

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio.

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure.

The Fine Print

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.