Roadshow and Conference Event Planner

About Capital Group

At Capital Group, we believe 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.

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.

We understand you bring unique goals and interests to your job and your life. Whether you’re raising a family, passionate about volunteering, or exploring 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.

Roadshow and Conference Event Planner Role

As a 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. This role involves navigating a high degree of complexity with stakeholders at all levels, demanding exceptional attention to detail and a mastery of creating backup plans for unforeseen circumstances. You are expected to be highly professional, resourceful, composed, and empathetic, thriving in a fast-paced team environment where critical thinking, excellent problem-solving skills, and intellectual curiosity are essential.

Who 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%

Compensation and Benefits

The New York Base Salary Range for this position is $95,871-$153,394. In addition to a highly competitive base salary, you will also be eligible for an individual annual performance bonus, Capital’s annual profitability bonus, and a retirement plan where Capital contributes 15% of your eligible earnings (per plan guidelines, restrictions, and vesting requirements).

Key skills/competency

• Event Planning
• Corporate Access
• Budget Management
• Vendor Negotiation
• Project Management
• Stakeholder Management
• Financial Services Events
• Travel Coordination
• Logistics Management
• Problem Solving