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Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

LPL's Marketing, Comms & Experiences Dept. is seeking a Sr. Planner, Conference Experiences & Events to support the planning, production, and execution of client- and employee-facing conferences. This role plays a key part in strengthening and growing existing client relationships by delivering high-quality events for our clients and employees that drive measurable business outcomes.

The Sr. Conference Planner will support multiple events, partnering cross-functionally to ensure seamless execution and maximum return on investment. This is an excellent opportunity for a detail-oriented, self-motivated professional who thrives in a fast-paced environment and is passionate about delivering exceptional conference experiences.

Responsibilities:

• Develop and manage comprehensive project plans to deliver conferences aligned with LPL's strategic objectives while providing an outstanding client experience.
• Lead and support all logistical aspects of in-person, hybrid, and virtual events, including program format, food and beverage, branding and signage, audiovisual production, show flow, on-site production, and security.
• Collaborate with internal stakeholders and external partners to define conference objectives and deliver outcomes that support firmwide and line-of-business priorities.
• Partner with the analytics team to track and report key performance metrics, including attendee feedback, engagement, and participation data, to assess ROI and inform future event strategy.
• Apply feedback quickly and thoughtfully, using an entrepreneurial mindset to continuously improve conference execution and outcomes.
• Manage conference budgets accurately, ensuring alignment with forecasted expenses and sponsor revenue.
• Proactively navigate challenges and roadblocks, offering creative, thoughtful, and solutions-oriented recommendations.
• Engage extensively with clients and internal and external partners via phone and email, maintaining professionalism throughout the planning lifecycle.

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:

• Bachelor's degree required; a focus in event planning, hospitality management, or a related field preferred.
• Minimum of 3-5 years of meeting or conference planning experience in a hotel, association, corporate, DMC, or similar environment, with at least 1-2 years in a corporate setting.
• 3+ years' experience in Microsoft Office Suite.
• Willingness and ability to travel approximately 30% of the time.

Core Competencies:

• Strong understanding of event planning, operations, and marketing.
• Proven ability to work autonomously while managing and prioritizing multiple projects in a fast-paced, high-pressure environment.
• Excellent problem-solving skills with exceptional attention to detail and strong organizational skills.

Preferences:

• Professional certifications or designations.
• Experience in the financial services industry.

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com.

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.comemail 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.

EAC 5.19.26