Senior Corporate Meeting Planner

We need to output HTML fragment with sections only if real content. Use

for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to extract content. Job description includes intro paragraph about Piper Sandler, then "The Senior Corporate Meeting Planner role is part of the Corporate Events, Travel and Media team located in New York, NY." That's about the role. So we can have

About the role

with that paragraph. Responsibilities: list of duties. We need to capture all responsibilities bullet points. The text after "Responsibilities" includes a paragraph then bullet-like list but not formatted as list. We need to convert to

• . We must preserve all substantive info. Let's extract responsibilities sentences: "Responsible for planning and execution of meetings and conferences. Including but not limited to the following:Manage vendor relationships and communication involving site selection, contract negotiations, on-site logistics execution, fiscal management.Knowledgeable and adept to work in a client management/software for attendees including communication of data to all groups and historical tracking. Ability to learn and navigate database systems (MeetMax is our current system).Communication with conference attendees regarding all aspects of the conferences and events.Generate creative ideas to support objectives of meetings, including locations, entertainment, event format, etc.Navigate and troubleshoot issues that arise in the planning process of events as well as crisis management on-site.Meet the goals and team objectives for each event.Managing a timeline and project manage expectations of stakeholders.Clearly define target audiences and advance our brand equity with them. Collaborate with business lines to define audience needs and stakeholder objectives.Budget management, financial tracking and contract negotiations.Assess communications needs, create new materials, and update existing materials as necessary. Partner with marketing to best execute communications.Monitor and be knowledgeable about the competition and industry events/trends.Complete special projects as assigned.The ability to work with multiple stakeholders across the firm; including a close working relationship with the Corporate Access team.Partner with Compliance to ensure conference-related collateral, invitations, agendas, presentations, signage, websites, emails, social media content and other communications receive appropriate review and approval before distribution.Maintain awareness of applicable firm policies, regulatory requirements and approval processes related to client events, entertainment, sponsorships and communications.Maintain documentation and version control for compliance approvals and required event records.Escalate potential compliance, reputational or contractual risks to appropriate internal stakeholders." We need to split into list items. Each sentence or clause separated by periods. We'll create
• for each distinct responsibility. We'll produce list items: - Responsible for planning and execution of meetings and conferences. - Manage vendor relationships and communication involving site selection, contract negotiations, on-site logistics execution, fiscal management. - Knowledgeable and adept to work in a client management/software for attendees including communication of data to all groups and historical tracking. - Ability to learn and navigate database systems (MeetMax is our current system). - Communication with conference attendees regarding all aspects of the conferences and events. - Generate creative ideas to support objectives of meetings, including locations, entertainment, event format, etc. - Navigate and troubleshoot issues that arise in the planning process of events as well as crisis management on-site. - Meet the goals and team objectives for each event. - Managing a timeline and project manage expectations of stakeholders. - Clearly define target audiences and advance our brand equity with them. - Collaborate with business lines to define audience needs and stakeholder objectives. - Budget management, financial tracking and contract negotiations. - Assess communications needs, create new materials, and update existing materials as necessary. - Partner with marketing to best execute communications. - Monitor and be knowledgeable about the competition and industry events/trends. - Complete special projects as assigned. - The ability to work with multiple stakeholders across the firm; including a close working relationship with the Corporate Access team. - Partner with Compliance to ensure conference-related collateral, invitations, agendas, presentations, signage, websites, emails, social media content and other communications receive appropriate review and approval before distribution. - Maintain awareness of applicable firm policies, regulatory requirements and approval processes related to client events, entertainment, sponsorships and communications. - Maintain documentation and version control for compliance approvals and required event records. - Escalate potential compliance, reputational or contractual risks to appropriate internal stakeholders. Now Qualifications: The section "Qualifications" includes bullet list: "5 - 8 years of meeting coordination experience. 2+ years of management experience. BA or BS degree preferred. Equivalent applicable experience may be considered. Certified Meeting Professional (CMP) certification preferred. Experience working for a financial services firm a plus. The ability to challenge the status quo in a positive, respectful manner is required Strong organizational and communication skills required. Must possess a positive “can do” attitude and exhibit a fierce advocacy for client needs and perspectives. Excellent technology and software skills. Microsoft Office (Excel, PowerPoint), conference software applications (MeetMax), etc. Ability to mentor and manage direct reports (if applicable), teammates and relationships" We need to decide which headings to use: Qualifications, Skills maybe. The instruction says use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We have Qualifications content. We also have Skills content maybe overlapping. The qualifications list includes skills like organizational, communication, technology, etc. Could split into Qualifications (experience, education, certifications) and Skills (organizational, communication, tech, etc). But we must only include sections when posting has real specific content. We have both. We could treat the whole block as Qualifications, but we also have Skills content. Let's separate: Qualifications: experience years, management experience, degree, CMP certification, financial services experience. Skills: ability to challenge status quo, strong organizational and communication skills, positive can-do attitude, advocacy for client needs, excellent technology and software skills (Microsoft Office, MeetMax), ability to mentor and manage direct reports, teammates and relationships. We'll create

  Qualifications

  with
  list of those items. Then

  Skills

  with
  list of skill items. Now Pay: The posting includes salary range: "The anticipated starting salary range for individuals expressing interest in this position is $140,000 - $178,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market." Thus we have Pay section. We'll put that in

  Pay

  with

  containing that info. Benefits: The posting mentions benefits program: "Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee’s health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here." That's vague but mentions benefits program. However we should not include a Benefits section unless posting actually states them. It mentions benefits program but no specifics. The rule: "never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD")". Benefits program mention is vague but still some content. However we might consider it as not specific enough. The instruction: "include a section ONLY when the posting has real, specific content for it". The benefits program mention is not specific; it's a link to learn more. Likely we should omit Benefits. Schedule: No mention of schedule. Omit. Requirements: Could be similar to Qualifications; but we already have Qualifications. The instruction list includes Requirements as possible heading. We could treat Qualifications as Requirements. But we already used Qualifications. We could rename to Requirements if we want. However we have both Qualifications and Skills; maybe better to use Requirements for experience/education/certifications, and Skills for abilities. Let's follow that: Use

  Requirements

  for the experience/education/certifications items. Use

  Skills

  for the ability/soft/tech items. Thus:

  About the role

  ... (the paragraph about role location and collaboration)

  Responsibilities

  ...

  Requirements

  ... (5-8 years experience, 2+ years management, BA/BS preferred, CMP preferred, financial services experience a plus)

  Skills

  ... (ability to challenge status quo, strong organizational and communication skills, positive can-do attitude, advocacy for client needs, excellent technology and software skills (Microsoft Office, MeetMax), ability to mentor and manage direct reports, teammates and relationships)

  Pay

  ... salary range etc

  We must not repeat job title as heading. Already not. We must not include Job ID etc. We must remove boilerplate like EEO etc. At end there is EEO statement: "All qualified applicants will receive consideration for employment without regard to ..." That's boilerplate; remove. Also remove "Learn more about our firm here." etc. Also remove "Our human capital, technology, marketing and other corporate support teams work with our business partners to maximize each employee. We understand the dynamic nature of the industry and work alongside our company strategies." That's boilerplate; remove. Also remove "Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee’s health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here." That's benefits boilerplate; we already omitted Benefits section, but we should remove that sentence entirely. Now produce HTML fragment. Check that we preserve all substantive information: The intro paragraph about Piper Sandler mission and diverse teams etc? That's also somewhat boilerplate but maybe considered substantive? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The mission statement about diverse teams might be considered boilerplate but it's part of job description. However it's not specific to the role; but it's still part of the posting. The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. The mission statement is substantive? It's generic but still part of posting. However we might keep it under About the role? The About the role section currently only has the sentence about role being part of Corporate Events team located in NY and collaborating with business lines. We could also include the earlier paragraph about Piper Sandler mission and diverse teams as part of About the role. That would preserve more info. Let's include that paragraph: "At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities." That's substantive. We'll include that in About the role

  . Now About the role

  will contain that plus the sentence about the role. Combine:

  At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. The Senior Corporate Meeting Planner role is part of the Corporate Events, Travel and Media team located in New York, NY. This individual will collaborate with our business lines on meeting and event activities for clients and prospective clients. This includes coordination of client/investor conferences, smaller team events, departmental employee events and larger-scale client entertainment events.

  Now Responsibilities as