Sr Events & Conferences Planner

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

LPL is seeking a Senior Events & Meeting Planner within the Corporate Events department. This role is responsible for developing and executing on a wide range of company-wide projects that contribute to the employee experience, such as: All Employee Town Halls, Milestone/Achievement celebrations, Employee engagement and Appreciation activities, CEO/Leadership driven programs.

The ideal candidate will have a proven track record as a creative and strategic thinker and a nimble problem solver with flawless operational and tactical execution skills. Is this a fast-paced environment? Yes. Is this a role for a person who enjoys working with people? Absolutely. In this position, will you have the opportunity to partner with and influence senior leaders, including managing directors and their leadership teams? You bet. Will you be a part of a team that is supportive, fun, and flexible? 100%.

The role requires someone who can prioritize and manage time effectively, thrives in an ever- changing environment, has a friendly can-do attitude and pays attention to detail. We’re not looking for someone to do things the way they’ve always been done. Someone who is curious, innovative, and thinks outside of the box is well-suited for this position. This position reports to the Assistant Vice President, Corporate Events.

Responsibilities:

• Coordinate events and programs from ideation to execution

• Develop and execute communications to provide awareness and gain consensus

• Create detailed project plans utilizing best practices to manage logistics details, and execute with excellence to deliver innovative, quality events and experiences for LPL employees.

• Develop and manage communications for events, including save the date, invitation and registrations.

• Research and get quotes for various event components and collateral, manage ordering and shipping tracking to ensure on time delivery.

• Manage vendors, resources and budgets to deliver events and programs on time and on budget.

• Problem solve and develop creative solutions for event challenges.

• Oversee and execute logistics for events including venue and room selection, space utilization, food and beverage, branding and signage, audio-visual, and badging and registration.

• Develop impactful partnerships with internal teams to achieve collective outcomes.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Minimum bachelor’s degree required

• Minimum 5 years’ experience in corporate events

• Minimum of 10 % travel required

• Proficient in Word, Excel, and Power Point software systems

Preferences:

• A passion for creating innovative solutions and programs and developing a plan to execute with excellence

• Excellent communication and writing skills with an enthusiastic, polished professional demeanor

• Strong organization skills, process orientation and passion for being detail-oriented

• Comfortable working in fast-paced environment, and able to multi-task and prioritize project work

• Strong relationship and consulting skills with a client-centric orientation

• Ability to listen, understand and empathize with client’s point of view

• Ability to create and lead a team of employees and vendors

• A highly respectful and personable approach to client and coworker interactions

• Must be capable of working autonomously to deliver project tactics and manage milestones, taking ownership and accountability for results

• Is digitally savvy and up to date with latest trends in event technology

• Limited travel may be required to support events

#LI-PA

 

Pay Range:

$71,288-$118,813/year
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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