Company 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. 

 

“I can influence my income.” 

 

You want to feel recognized at work. 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. 

 

“I can lead a full life.” 

 

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. 

• 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 

“I can succeed as a Company Meeting Planner at Capital Group.”

As a Company Meeting Planner (Roadshow and Conference Event Planner), you will be responsible for the overall success of a range of investment research trips, Capital Group hosted conferences, industry expert events, and partnered broker conferences. You will drive the planning process by working closely with the Corporate Access team to strategically execute company meetings between our investment group and external company leadership and/or industry experts. You are well versed in navigating a high degree of complexity with stakeholders at all levels. You've built a career planning and executing seamless events and know the level of attention to detail this role demands. You are a master at creating backup plans and alternative options when unforeseen circumstances arise. You're highly professional, resourceful, composed, and empathetic. You enjoy working in a fast-paced team environment where critical thinking, excellent problem-solving skills, and intellectual curiosity are essential for success.

“I am the person Capital Group is looking for.”

• You have 3+ years of experience in corporate access execution or investor relations, preferably with expertise in organizing corporate events within an investment firm, financial services or healthcare sector.
• You are a self-starter who applies a high degree of ownership, focus and attention managing multiple priorities and competing deadlines.
• You have exceptional communication skills, can adjust content and style to meet the needs of diverse stakeholders and can analyze multiple and diverse sources of information to drive results.
• You have a deep understanding of capital markets and sector drivers, strategically using the information to prioritize business needs for the client. You build great relationships with investor relations teams, corporate access and investment managers to secure and structure value-add meetings for investment teams.
• You are a progressive thinker who moves beyond the traditional ways of doing things with a passion for streamlining processes and executing project plans individually as well as collaboratively.
• You readily learn and adopt new technologies (CVENT, Teams, Zoom, CorpAxe, Capital Connect software for research etc.)
• You are an event strategist who can manage a program from concept to execution in all aspects of event production including venue/platform selection, audio/visual technology, live experiential events, food and beverage, room configurations, transportation, accommodations, honorariums and amenities
• You can manage a strict budget by negotiating contracts, reviewing invoices and verifying services or goods provided for payment; then processing reconciliations and reimbursements.

Travel Requirement: Up to 30%

“I can apply in less than 4 minutes.”  

  

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.  

  

“I can learn more about Capital Group.”  

 

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎ 

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New York Base Salary Range: $95,871-$153,394

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.