Roadshow & Conference Event Planner

"I can succeed as a Roadshow & Conference Event Planner at Capital Group."

As a Roadshow & Conference 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 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 companies/market sectors and strategically use the information to prioritize business needs for the client. You build great relationships with investor relations teams, corporate access and investment managers.

• 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, WebEx, Zoom, CorpAxe, Capital Connect software for research etc)

• You are an event strategist who can manage a meeting 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.

Southern California Base Salary Range: $84,021-$134,434

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.

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.

For more than nine decades, Capital Group’s 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. Private ownership allows us to keep our eyes on the long term while more than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.