Baird · 1 day ago
Meeting Planner
Baird is a financial services firm seeking a Meeting Planner to manage the planning and execution of meetings and events. The role involves coordinating logistics, maintaining client relationships, and ensuring exceptional service during events.
Financial Services
Responsibilities
Serve as primary client contact; manage requests and communications
Coordinate event logistics: room setup, AV, catering, and materials
Arrange food and beverage using online systems; ensure timely execution
Maintain accurate records, booking files, and event documentation
Build strong client relationships; understand needs and deliver exceptional service
Partner on VIP meetings to provide five-star hospitality experience
Create and manage budgets, proposals, and post-event recaps
Oversee catering operations, vendor relationships, and quarterly menu planning
Ensure conference spaces meet cleanliness and facility standards
Collaborate with AV team for seamless technology during events
Lead planning meetings; communicate changes and resolve operational issues
Identify process improvements and maintain compliance with hospitality standards
Manage staffing and external resources for successful event execution
Complete reports, billing, and additional projects as assigned
Qualification
Required
3+ years hospitality or event planning
Strong hospitality, service, and computer skills (Word, Excel, Outlook)
Knowledge of AV, catering, food & beverage, event logistics
Ability to learn and use industry-specific software quickly
Familiarity with local hospitality market, caterers, and service providers
Excellent organizational skills; prioritize tasks and meet deadlines effectively
Handle peak workloads calmly; deliver accurate, reliable results under pressure
Maintain professional appearance and dress at all times
Reliable and punctual; consistently arrive on time for shifts
Strong written and verbal communication; attention to detail essential
Flexible schedule; able to work evenings and varied shifts
Stand for long periods; lift up to 50 pounds
Willing to travel regionally; less than 15% travel required
Preferred
Bachelor's degree
Company
Baird
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.
H1B Sponsorship
Baird has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (13)
2023 (6)
2022 (11)
2021 (4)
2020 (5)
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-11-13
2025-11-11
2025-11-08
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