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Corporate Event Planner Job at Cambridge Investment Research in Phoenix

Cambridge Investment Research, Phoenix, AZ, United States


Corporate Event Planner page is loaded## Corporate Event Plannerremote type: Hybridlocations: Phoenix, AZtime type: Full timeposted on: Posted Yesterdayjob requisition id: R-2025-15# **Job Summary** Job Overview: The Event Planner is responsible for organizing the creative development, execution, and implementation of the firm’s conferences and events as identified by the leadership team. This role ensures that all events reflect the firm’s quality standards and tone, including assisting with planning for Ignite, the firm’s flagship national conference.# **Key Deliverables and Responsibilities*** Organize and manage all aspects of conferences and events, ensuring alignment with leadership objectives and brand standards.* Lead event logistics including budgeting, venue booking, food and beverage arrangements, audiovisual equipment, décor, and conference materials.* Coordinate travel arrangements for attendees and staff.* Ensure consistent messaging and branding across all event-related communications.* Consult and negotiate with vendors on event-related matters to ensure quality and cost-effectiveness.* Maintain strong relationships with external partners and internal stakeholders.# **What We Are Looking For*** Proven experience in event planning and execution, preferably in a corporate or professional services environment.* Strong organizational and project management skills with attention to detail.* Excellent communication and negotiation abilities.* Proficiency in budgeting and vendor management.* Ability to work collaboratively and lead a team effectively.* Familiarity with marketing and promotional strategies for events.**Preferred Qualifications:*** Assist management with site visits and contribute to annual event calendar planning.* Support future event strategies by researching trends and incorporating innovative ideas.* Familiarity with hybrid or virtual event platforms.* Ability to analyze event metrics and ROI for continuous improvement.**Location:** Phoenix, AZ (Thomas & Central) – Hybrid in-office 3x/week**Travel:** 20% nationwide travel**Salary Range:** $70-78,000/yearThe salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.* Premium benefit package including medical, vision, dental, life and long-term disability insurance* Vacation/sick time* 401K retirement plan with company matching program* Eleven paid holidaysYou can find more details about our comprehensive benefits package **Company Overview:**At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products.For further information about Cambridge, please visit
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In Summary: The Event Planner is responsible for organizing the creative development, execution, and implementation of the firm’s conferences and events as identified by the leadership team . This role ensures that all events reflect the firm's quality standards and tone, including assisting with planning for Ignite . The salary range provided is a good faith estimate based on the ideal candidate's qualifications .

En Español: Página de planificador de eventos corporativos está cargada##Planner de acontecimientos corporativosTipo remoto: Hybridlocations: Phoenix, AZtime tipo: Full timeposted on: Posted Yesterdayjob requisition id: R-2025-15# **Job Summary** Job Overview: El Planificador del evento es responsable de organizar el desarrollo creativo, ejecución e implementación de las conferencias y eventos de la empresa según lo identificado por el equipo de liderazgo. Este papel garantiza que todos los eventos reflejen los estándares y el tono de calidad de la empresa, incluido ayudar a planificar las viajes para Ignite, la conferencia nacional emblemática de la firma.* Asegurar una mensajería y marca consistentes en todas las comunicaciones relacionadas con los acontecimientos.# ** Los principales entregas y responsabilidades*** Organizar y gestionar todos los aspectos de las conferencias y eventos, asegurando un alineamiento con los objetivos del liderazgo y los estandartes de la marca.* Logística de eventos lideres incluyendo presupuestos, reservas de lugares, arreglos de alimentos y bebidas, equipos audiovisuales, decoración y materiales de conferencia.* Coordinar los planes de viaje para los asistentes y personal.* Garantizar una comunicación coherente y branding consistente entre todos los participantes. * Consultar y negociar con los proveedores sobre asuntos relacionados con eventos para garantizar la calidad y rentabilidad.* Mantener relaciones fuertes con socios externos e interesados internos. La compensación real puede variar dependiendo de la experiencia, habilidades, educación, rendimiento, equidad interna y ubicación geográfica.Cambridge tiene beneficios competitivos y promueve un equilibrio entre trabajo y vida para fomentar el éxito individual.* Paquete de prestaciones premium que incluye seguro médico, visión, odontología, vida y discapacidad a largo plazo* Tiempo de vacaciones/enfermedad* Plan de jubilación 401K con programa correspondiente a las empresas* Once días festivos pagadosPuede encontrar más detalles sobre nuestro paquete integral de beneficios ** Resumen general de la empresa:**En Cambridge, nuestro propósito es simple: hacer una diferencia en la vida de nuestros asesores financieros, sus clientes y nuestros asociados. Fundado en 1981, tenemos 45 años de experiencia apoyando a los asesores económicos independientes con herramientas líderes en la industria, servicios de cumplimiento y transición. Guiados por valores Integridad, flexibilidad y bondad nos ponemos primero en nuestra decisión. Con oficinas domiciliarias en Fairfield, Iowa y Phoenix, Arizona, y un alcance nacional, nuestros 900 asociados mantienen una proporción de asesor/associado 4:1 para garantizar un servicio personalizado.Nuestra comunidad de más de 4,000 asesores financieros que producen incluye diversos modelos de negocio RIA, RIA corporativa, híbrido, solo por pago y corretajey ofrece una amplia selección de soluciones de inversión sin productos propietarios.Para obtener más información sobre Cambridge, visite #J-18808-Ljbffr.