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Robert W Baird & Co is hiring: Conference Service Event Planner in Milwaukee

Robert W Baird & Co
Milwaukee, WI Full Time
POSTED ON 2/8/2025
AVAILABLE BEFORE 5/8/2025

We are seeking an energetic individual who understands the importance of providing exceptional client service, thrives in a fast-paced dynamic environment, and expects excellence out of themselves and those around them. This individual must understand meeting and event planning logistics and will be responsible for key roles in planning, coordination and execution of high level events with high profile clients.

As a Conference Services Event Planner, you will :

  • Assist with the coordination of 1-1 meetings for conferences, which includes scheduling and inputting over 8,000 1-1 meetings annually for Capital Markets Conferences.
  • Assist with the coordination of larger events, including meeting logistics, blocking meeting space, room set-up, menus, audio visual, participant travel and reviewing banquet event orders.
  • Prepare & distribute multiple registration reports for events, i.e. attendance, rooming lists, travel manifests & activity manifests.
  • Create & maintain the conference website at
  • Work with Director of Corporate Events and Senior Event Planners on meeting logistics management & travel logistics for multiple types of events with various business units within Baird.
  • Work with marketing and internal clients to prepare communication materials for various events, including invitations, brochures, signage, etc.
  • Independently coordinate smaller events, 10 - 50 attendees from conception to completion, including venue recommendation, correspondence, registration system, follow up materials and on-site details.
  • Create cost proposals / budgets and recaps for conferences and special events.
  • Research, analyze and prepare suggested venues for various events around the country, i.e. golf courses, restaurants, hotels & private venues based on the details of the program, number of attendees, type of event and desired outcome.
  • Be responsible for proofing conference and special event marketing materials which includes announcements, invitations, signs and event programs.
  • Work with travel department to determine air and ground transportation needs for programs.
  • Develop and maintain positive professional relationships with vendors and internal clients through excellent written and verbal communications.
  • Be responsible for additional projects as assigned by Director of Corporate Events.

What makes this opportunity great :

  • Collaborate across the firm and develop a network of incredible professionals.
  • Partner with a team of associates passionate about achieving great results for clients and give back to the communities where we live and work.
  • Support and flexibility to grow and be your best at work, at home, and in the community.
  • What we need from you :

  • Bachelor's degree in Marketing, Business, or Communications.
  • Financial and / or corporate event experience highly preferred; 3 years of experience
  • Strong commitment to provide excellent customer service; experience with senior leadership and executives required
  • Able to excel in a fast-paced environment where details can change rapidly
  • Computer / technology skills required, including but not limited to Microsoft Excel, Powerpoint, Outlook, Event Planning programs, and audio-visual equipment
  • Maintain professional demeanor and communication in high-stress situations
  • Problem-solving and interpersonal skills in high-pressure situations
  • Excellent organizational skills - ability to prioritize daily workflow to effectively meet deadlines
  • Certified Meeting Professional (CMP) designation preferred
  • High attention to detail and professional demeanor and approach in all situations is crucial.
  • Expert communication with internal, external, and client representatives, including flexing styles and approaches to meet them where they are most comfortable, is essential.
  • Creativity in event direction, set-up, budgeting, and execution is imperative.
  • Self-starter who is able to work independently on smaller projects, as well as part of a larger team for larger events.
  • Baird Total Rewards :

  • 61,100 -$90,800 annual salary range
  • Bonus potential up to 20% of base salary
  • Compensation and bonus are commensurate with experience, performance and / or firm profitability
  • Check out our Total Rewards at Baird, which is a summary of our benefits and compensation
  • LI-AK1

    Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

    Salary : $61,100 - $90,800

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