Corporate Event Planner

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.
• Cook up 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.
• Able to work collaboratively and lead a team effectively.
• Able to analyze event metrics and ROI for continuous improvement.

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) or Fairfield, IA – Hybrid in-office 3x/week Travel: 20% nationwide travel

Pay

Salary Range: $70-75,000/year

Benefits

• 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 holidays.

About the Role

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 https://www.joincambridge.com/.