Meeting Planner

I can be myself at work.

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day:
Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company‑funded retirement contribution will factor in salary and variable pay, including bonuses.

• Enjoy generous time‑away and health benefits from day one, with the opportunity for flexible work options
• Receive 2‑for‑1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on‑demand professional development resources that allow you to hone existing skills and learn new ones

• 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).

• 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.

• 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…