Job highlights
Identified by Google from the original job post
Qualifications
College degree or equivalent and five (5) years of experience in meeting management or hospitality experience
A professional, highly visible, fast paced environment with FWA availability
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
Benefits
Independent work projects
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
Employees may be eligible for a discretionary bonus in addition to base pay
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 and many other benefits
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 (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
Responsibilities
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
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
Travel is required and works outside of the regular business hours
Vacation black-out dates week prior to and during FINRA’s Annual Conference
Job description
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

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 Collaborate with various departments.
• Proficient in virtual and hybrid meeting technologies including Zoom, Vimeo, Crowd Compass and Cvent Virtual Attendee Hub.
• Understanding of Workday Expense, Concur Third Party Travel, Passkey and Cvent
• Ability to work with Audio Visual Industry, equipment, webcasting and multi casting.

Working 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.
• Vacation black-out dates week prior to and during FINRA’s Annual Conference

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.

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.

Please note: If the “Apply Now” button on a job board posting does not take you directly to the FINRA Careers site, enter www.finra.org/careers into your browser to reach our site directly.

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Employees may be eligible for a discretionary bonus in addition to base pay. 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 and many other benefits.

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 (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, ****** 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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