Job Description

Corporate Event Planner

The Corporate Event Planner plays a pivotal role in fostering a connected, engaging, and high-performing workplace culture. This position is responsible for planning and executing firm-wide events, staff engagement activities, and cultural initiatives that support employee and advisor recognition and retention. In addition to event management, the coordinator provides critical operational support, including office logistics and executive meeting coordination. The ideal candidate is highly organized, detail-oriented, and passionate about creating meaningful experiences that reflect the firm’s core values.

What You'll Do:

Firm-Wide Events

• Plan and manage logistics for major firm-wide events, including scheduling, vendor coordination, and execution.
• Negotiate contracts
• Coordinate and direct Firm Event Planning Committee to ensure deadlines are being met
• Maintain and align the firm-wide events calendar, ensuring alignment with the Home Office Event Calendar and recognition travel schedules.
• Serve as event manager for key annual events, including:
  • January: Firm Kick-Off Meeting & Recognition Event
  • May: Spring Symposium (Investments)
  • June: Leaders’ Conference
  • August: Victory Campaign (Insurance & Annuities)
  • December: Holiday Party
• Support recruitment efforts by planning and executing open houses and engagement opportunities when applicable.

Culture Initiatives

• Collaborate with the Culture Committee to design and implement a yearly culture calendar including programs that promote an inclusive and rewarding workplace.
• Manage planning, communications, and logistics for all culture-related activities and recognition events.
• Lead staff recognition efforts, including birthdays, anniversaries, and key life events (e.g., baby showers, weddings, retirements).
• Lead advisor recognition for exam passing and other career milestones.
• Coordinate and execute firm observances and celebrations, such as:
  • Employee Appreciation Day
  • Administrative Professionals Day
  • Annual Staff Holiday Outing
  • Misc. Events such as Opening Day, Masters Party, Friendsgiving, etc.
• Manage firm gifting programs and branded merchandise, including inventory management, ordering, and distribution for both staff and advisors.
• Own scheduling of off-site EOS meetings for the executive leadership team.

About Us:

MassMutual Great Lakes is part of MassMutual , a company that has been at the forefront of the American financial landscape since 1851. Our foundation of mutuality means that we are driven by the success of our policyholders and advisors alike. For over 170 years, MassMutual has been a resilient force, guiding clients through economic shifts and market cycles with a commitment to stability and innovation. MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. MassMutual has a long history of financial strength and strong performance, and although dividends are not guaranteed, the company has paid dividends to eligible participating policyholders consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long-term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.

At our firm, we recognize that your success is our success. We don’t just offer financial products—we provide a platform for entrepreneurial advisors to build thriving practices. Our personalized, strategic planning fosters wealth growth, protection, and management for generations. As part of our elite firm, you will have the tools, resources, and support to make informed decisions and craft comprehensive solutions tailored to your clients’ needs.

Joining MassMutual Great Lakes is more than joining a firm—it’s becoming part of a legacy of excellence and innovation. Seize the opportunity to shape your own path, make a meaningful impact, and achieve your personal, professional, and financial goal

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