Raymond James

Meeting Planner

Saint Petersburg, Florida - United States, USA

Sponsorship not specifiedDetected 2 days ago

Project ManagementAccountingProcurementLeadershipCommunicationTime ManagementPublic SpeakingMicrosoft Office

About the role

Integrates strategic business processes into all projects (strategy, objectives, metrics for success, operational planning, on-site execution, outcomes, and return on investment) to provide optimal results.
When associates bring their best authentic selves, our organization, clients, and communities thrive.

Responsible for developing, maintaining, and reporting budgets of up to 1 million dollars.
Manages all aspects of medium to large, complex programs (up to 4,000 attendees) through their entire lifecycle (initiation, planning, execution, closure).
Cultivates and develops relationships with key personnel in other business units, including procurement, marketing, accounting, office services, and risk operations, as well as a host of external vendors.
Creates key communications, digital and print, for executives and attendees.
Manages air processes with an in-house travel agency to include lift analysis, approved travelers' lists, manifest coordination, and overall trip approvals, as needed.
Prepares and delivers written and oral presentations to stakeholders.
Manages time with the ability to effectively balance multiple events at different stages.
Maintains currency in meeting planning methodologies.
Performs other duties and responsibilities as assigned.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

Extensive contact with the leadership of the various business units and departments of Raymond James Financial is required to perform the functions of this job.
Certified Meeting Professional or ability to obtain certification.
Licenses/Certifications: - Certified Meeting Professional or ability to obtain certification.
Bachelor's: Business Administration, Bachelor's: Hospitality, Bachelor's: Marketing

Intermediate-level concepts, practices and procedures of meeting and event planning.
Microsoft Office suite.
Corporate travel policies.
Online registration systems and database management.
Strong reasoning and decision-making to compose recommendations on the direction and scope of meetings.
Written and verbal communications in order to professionally address a wide and varied audience both internally and externally.
Project management to successfully complete long term projects.
Organizational and time management skills to best handle multiple priorities in a fast-paced and ever-changing environment.
Basic accounting principles.
Providing a high level of customer service.
Independently manage work projects.
Negotiate with external vendors.

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Eligibility for benefits and specific offerings may vary based on position and employment status.
To view more details of the benefits offered, visit Myrjbenefits.com.
Consults with internal stakeholders on vision, budgetary requirements, and overall objectives of educational meetings and investor conferences to maximize return on investment.

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.