Meeting & Conference Coordinator

What You Can Expect In This Role
Provide meeting and conference coordination support for Sammons Institutional Group (SIG). Responsible for all aspects of planning and

execution of external broker-dealer conference participation. Provide planning support for larger SIG events including national, summer and

divisional sales meetings, Regional Vice President (RVP) and Regional Sales Director (RSD) in person and virtual group meetings, home

office meetings and Advisory Council meetings. Partner with Marketing and Compliance to leverage internal and external platforms for event

planning.

What You'll Do In This Role

• Work with Business Development Group (BDG) by supporting all pre- and post-aspects of broker-dealer conference participation

including: registration of participants, ordering of marketing materials and promotional items, dine around planning, exhibit

documentation and materials, contract negotiation and execution, payment and reconciliation, shipping of conference materials,

coordinating with venue to ensure timely and accurate delivery of conference materials, and executing all post-conference follow up

activity.

• Provide administrative and planning support for larger SIG events, RVP and RSD events, home office meetings and Advisory Council

meetings, such as ordering of marketing materials and promotional items, assembling and shipping of meeting materials.

• Monitor event activities to ensure compliance with applicable regulations and laws, satisfaction of participants, and resolution of any

problems that arise.

• Plan and develop programs, agendas, budgets and services according to customer requirements. Review event bills for accuracy and

approve payment.

• Coordinate services for events, such as accommodation and transportation for participants, facilities, catering, dine arounds, signage,

displays, special needs requirements, printing and event security.

• Arrange the availability of audio-visual equipment, transportation, displays and other event needs.
• Maintain records of event aspects, including financial details.
• Negotiate contracts with such service providers and suppliers as hotels, convention centers and speakers.
• Organize registration of event participants.
• Evaluate and select providers of services according to customer requirements.
• Work with management and venue staff in order to coordinate event details.
• Partner with Marketing and Compliance to leverage internal and external platforms.
• Maintain a positive, customer service oriented approach in all contact with internal and external customers.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and

Integrity).

• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the

business service levels and workflow demands.

• Other duties as assigned

What We're Looking For

• Bachelor's Degree or equivalent business experience preferred
• 3-5 years' financial services experience preferred
• Strong analytical and problem-solving abilities
• Proficient use of Microsoft Teams, Zoom and Marketing Cloud
• Ability to work independently and establish priorities
• Excellent oral and written communication skills
• Proficient use of PC software (MS Word, Excel, Access, or equivalent)
• Must be detail oriented and maintain organized work area
• Ability to work well with others and be a team player

Travel Requirements

• May be required to travel to a company office or location other than your normal workplace for trainings, meetings, conferences or to support business needs.

Other Requirements

• Criminal background check required.
• If the position is in the SIG business unit, Annuity New Business Securities team, or if we are holding securities licenses, FINRA regulations require fingerprinting for this position; if we are holding securities licenses, a credit check will also be required. Management reserves the right to determine and approve incumbent suitability for this position.

What you can expect when you join Sammons Financial Group

• Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
• Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
• Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
• Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
• Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.

Salary Range Information
USD $39, USD $81,755.00 /Yr.

Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.

Work Authorization/Sponsorship
At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)