Company Meeting Planner

At Capital Group, you will work as a Company Meeting Planner, responsible for planning, designing, and executing company meetings, investor research meetings, and other events. Your primary responsibilities will include:

• Planning, scheduling, and managing research trips, conferences, and events
• Collaborating with company management, investor relations, and other teams to execute events
• Developing and maintaining effective relationships with internal and external customers
• Managing budgets, vendors, and logistics for events
• Analyzing meeting outcomes and providing recommendations for improvement

You will need to have intermediate project management skills, creative problem-solving abilities, and excellent communication skills. Proficiency in event planning software such as CorpAxe, CVENT, and WebEx is required.

In return, you will receive a competitive salary, bonuses, and benefits, including a company-funded retirement contribution. You will also have access to professional development resources, flexible work options, and generous time-away and health benefits.

Responsibilities:

• Plan, schedule and manage research trips, CG hosted conferences, industry expert events and partnered broker conferences.
• Understanding of companies, industry sectors/clusters to strategically prioritize and schedule programs.
• Strategic pre-trip planning customized to determine optimal target cities and companies based on company holdings, sector coverage and business objective(s).
• Drives the planning process, identifies purpose and goals of the program with senior business leaders, analyzes alternatives, makes recommendations to meet business objectives and measures meeting outcomes.
• Executes global meetings and events from concept to execution including schedule, format, venue management, audio/visual technology, attendee management, food and beverage, transportation, accommodations, staffing, and budget management.
• Selects, recommends, and negotiates all vendor and venue contracts, while considering costs, risks, and service outcomes.
• Manages and executes multi-channel projects that include audio visual, live experiential events, video production, social and digital customer journeys and the vendors that support these areas.
• Prioritizes and manages multiple meetings, timelines, stakeholders, partners and vendors to meet business needs.
• Manage attendee communication including pre-event marketing, invitations, registration and respond to event inquiries.
• Post event analysis, including issuing surveys, analyzing trends and evaluating meeting effectiveness (ROI). Establishes lessons learned to improve future meetings.
• Participate in special projects that benefit the operations of the department
• Oversee onsite attendees monitoring meeting attendance, attendee health/safety, live travel status and ground transportation.
• Manage response and communication around emergency health and safety situations including associate illness, injury, etc.
• Manage and maintain the CRM database, distribution lists and other investor-related databases.
• Build relationships with Company Investor Relations teams and have a broad understanding of their requirements (i.e., blackout periods).

Industry Best Practice Research

• Knowledge of assigned sector or country coverage to make recommendations for the best business and operational outcomes.
• Monitor industry trends, competitive landscape, social media, and device landscape to inform and inspire the development of new event experiences and activations.
• Stays informed of venues, market rates, and meeting planning execution best practices.

Business/Technical Skills

• Intermediate project management skills
• Creative and decisive problem solver
• Demonstrates sound judgement in resolving matters of moderate complexity
• Develop and maintain effective professional relationships with key external and internal customers, business units, vendors and colleagues
• Familiar with industry sectors/clusters (e.g. Financial, Tech, Healthcare, etc.), disaggregation policy and managing confidential material
• Identifies inefficiencies/issues, recommends solutions and implements improvements
• Proficient in CorpAxe, CVENT, WebEx, Google Suite, Zoom and Microsoft Office and other virtual event platforms
• Intermediate/Advanced technology background - event websites and mobile event applications
• Proficient in working in other countries, adapting to cultural sensitivities and norms
• Handle sensitive information and maintain data confidentially.

Working conditions:

• Travel required (up to 30%), can include travel to other regions
• Required to do extensive standing and walking (up to 8 hours a day)
• Flexible schedule can include irregular hours/evenings/early mornings/weekends
• Ability to transport supplies and materials that weigh up to 50lbs/23kgs