Sr. Events and Meetings Planner - Remote

Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service.

The Senior Events and Meetings Planner will develop and implement internal and external meetings, along with company events. This highly visible role will interface effectively as a strategic partner to the organization and directly support the Manager, Events and Meetings. A successful Senior Events and Meetings Planner is an organized multitasker, is able to handle many diverse projects at once, meets deadlines, and engages with multiple departments across the organization. This position consistently upholds the Velera brand vision standards and quality and achieves the experience objectives established with the Sales and Client Growth organizations.

• Develops and executes various internal and external-facing meetings for up to 500 people, including clients, prospects, consultants, and industry representatives.
• Responsible for full plan and execution of these events, including management of hotel, caterers, technology, transportation, and off-site events.
• Works in conjunction with the Manager, Events and Meetings, and the Events team to plan and execute Velera’s Annual Client Conference, both in-person and/or virtual.
• Responsibilities include planning and execution of attendee experience, engagement with site management, off-site events, technology, and any needed responsibilities as required to deliver on the expectations of the Velera brand.
• Responsible for the planning and execution of the Advisory Group/Co-Creation Council meetings, including management of onsite and virtual vendor partners, content planning and execution, brand/graphics, and attendee experience.
• Responsible for the planning and execution of multiple Growth Organization meetings.
• Ability and knowledge to RFP hotels and vendors with skills in contract negotiation.
• Develops and oversees budgets for individual events, balancing creative execution and fiscal responsibility.
• Oversight of tradeshows, including budget management, creative deliverables, and serving as the internal lead on the events team.
• Leads planning and execution for Thought Leadership events, including Velera’s Insight Exchange/ Road Shows, either in-person, virtual, or hybrid.
• Leads planning of tradeshows and events for all Velera brands and companies.
• Serves as liaison with vendors, speakers, and VIPs on all event-related matters.
• Continues to innovate the attendee experience for all Velera events, with a constant focus on continuous improvement.
• Partners with all facets of the Marketing team, including Marketing, Marketing Strategy, Communications, Creative, and Web/Digital, to create an excellent brand experience for all Velera events.
• Provides virtual meeting support where needed, both internally and externally, serving as a subject matter expert in the virtual meeting space.
• Is responsible for the Velera Events and Meeting platform and experience.
• Performs other duties as assigned.

• Bachelor’s degree in business, Marketing, or Communications, or equivalent combination of education and experience required.
• Seven (7) years of experience coordinating special events in a corporate environment in technology, financial, or association space required.
• Proficiency in Cvent as a meeting management tool.
• Proficiency in word processing and spreadsheet computer software applications
• Ability to travel as needed, as much as 25-40% of the time.

At Velera, inclusion isn’t an initiative – it’s how we work. Guided by a people‑helping‑people philosophy, we cultivate a culture where every employee feels valued, respected and empowered to do their best work. We’re committed to building a diverse workforce and fostering meaningful connection across our teams. Through a remote‑first, flexible environment, we prioritize psychological safety, wellbeing and belonging so individuals and teams can collaborate to thrive. Together, we’re shaping a new era of secure, innovative solutions for the clients and communities we serve. Learn more about what it’s like to work at Velera.

Actual Pay will be adjusted based on experience and other job-related factors permitted by law.