AVP, Conference Experiences & Events

LPL Financial LLC; Tempe (AZ); On-site; USD 91,000 - 152,000; Full time

Job summary

LPL Financial Holdings Inc. is seeking an experienced Senior Event Leader to direct strategy, planning, and execution of in-person, hybrid, and virtual conferences that strengthen client relationships and advance firm priorities.

The role combines strategic leadership, operational rigor, and financial discipline to deliver high-touch experiences at scale, while mentoring a team of event planners and coordinating with senior executives and external partners.

Qualifications

• 8+ years of corporate meeting, conference, or event-planning experience.
• Financial-services experience preferred.
• Ability to travel approximately 30% of the time.

Responsibilities

• Own the end-to-end strategy and delivery of assigned conferences and events, translating firm and business objectives into clear experience strategies, project plans, success measures, and execution roadmaps.
• Lead all strategic, creative, operational, and logistical components of programs, program format, attendee journey, registration, food and beverage, branding and signage, audiovisual, show flow, production, security, and post-event follow-up.
• Build trusted relationships with senior leaders, business partners, and external vendors; lead cross-functional working sessions that establish objectives, clarify decision rights, surface risks, and maintain alignment through execution.
• Develop and manage integrated project plans, timelines, budgets, and contingency plans; identify dependencies and risks early, elevate appropriately, and maintain quality under changing conditions.
• Accurately forecast, manage, and reconcile conference expenses and sponsor revenue while balancing premium experience delivery with financial discipline.
• Partner with analytics and business stakeholders to define, track, and communicate success measures, including participation, attendee feedback, engagement, content consumption, business outcomes, return on investment, and lessons learned.

Skills

Event planning experience

Cross-functional collaboration

Budget management

Vendor management

Education

Bachelor's degree in event management, hospitality, marketing, communications, business, or related field

Tools

Microsoft 365 applications

Job description

_Lead with Purpose, Unlock Your Team’s Passion_

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.

If you’re ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.

If you’re ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

Do you enjoy leading and executing the strategy and logistical details for events?

Have you planned corporate events and conferences from beginning to end?

If so, then this could be the role for you!

Job Overview:

The Assistant Vice President, Conference Experiences & Events leads the strategy, planning, production, and successful execution of in-person, hybrid, and virtual experiences that strengthen client relationships, advance firm priorities, and deliver measurable business value. This role combines strategic leadership, operational rigor, financial discipline, creative problem-solving, and people leadership to deliver high-touch, best-in-class experiences at scale.

Responsibilities:

• Own the end-to-end strategy and delivery of assigned conferences and events, translating firm and business objectives into clear experience strategies, project plans, success measures, and execution roadmaps.

• Lead all strategic, creative, operational, and logistical components of programs, program format, attendee journey, registration, food and beverage, branding and signage, audiovisual, show flow, production, security, and post-event follow-up.

• Build trusted relationships with senior leaders, business partners, and external vendors; lead cross-functional working sessions that establish objectives, clarify decision rights, surface risks, and maintain alignment through execution.

• Develop and manage integrated project plans, timelines, budgets, and contingency plans; identify dependencies and risks early, elevate appropriately, and maintain quality under changing conditions.

• Accurately forecast, manage, and reconcile conference expenses and sponsor revenue while balancing premium experience delivery with financial discipline.

• Partner with analytics and business stakeholders to define, track, and communicate success measures, including participation, attendee feedback, engagement, content consumption, business outcomes, return on investment, and lessons learned.

• Use data, feedback, diverse perspectives, industry trends, and sound judgment to identify root causes, improve decisions, and continuously elevate the client and attendee experience.

• Lead innovation by evaluating new ideas, tools, formats, and partners; take smart, informed risks that challenge the status quo while protecting the firm and the client experience.

• Lead projects and strategic initiatives beyond assigned conferences when needed, providing subject-matter expertise and support across Conference Experiences & Events.

• Manage, coach, mentor, and develop direct reports and other planners; delegate with clear expectations and decision rights, reinforce accountability, recognize contributions, and create opportunities for growth.

• Strategic Thinking

  • Translates firm vision into clear goals, outcomes, and a shared definition of success, while helping others understand and navigate change.
  • Balances near-time delivery with longer-term opportunities and implications.
  • Thinks innovatively, explores new ideas, and experiments thoughtfully with novel approaches.
  • Applies analysis, diverse perspectives, experience, and judgment to clarify problems, strengthen plans, and make sound decisions.
  • Remains resilient under pressure and recovers quickly and effectively from setbacks.
  • Empowers others through appropriate delegation while maintaining clarity of decision rights and escalation paths.

• Operational Excellence

  • Operates with a strong focus on process, quality, risk identification, and practical problem-solving.
  • Analyzes situations carefully, weighs options, creates systematic action plans, and adjusts through effective contingency planning.
  • Understands and uses relevant financial indicators to guide team and program decisions.
  • Uses knowledge of internal structures, processes, and talent to resource work effectively.
  • Identifies training needs and creates opportunities to build capabilities in operational excellence methodologies and disciplined execution.
  • Monitors identified risks and the effectiveness of risk-management strategies.

• Leadership

  • Leads with purpose, empowering and coaching others for growth, development, and impact.
  • Brings passion and optimism to the work and helps create an environment of enthusiasm and commitment.
  • Recognizes individual and team contributions and provides timely, constructive feedback that promotes growth.
  • Adapts to new challenges and responsibilities while supporting a positive team dynamic.
  • Demonstrates integrity, honesty, and transparency, including acknowledging mistakes and changing course when needed.
  • Collaborates effectively, shares knowledge, seeks diverse perspectives, and supports collective success.

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:

• 8+ years of corporate meeting, conference, or event-planning experience; financial-services experience preferred.
• Bachelor’s degree in event management, hospitality, marketing, communications, business, or a related field, or equivalent professional experience.
• Experience leading cross-functional teams and influencing stakeholders at multiple levels without relying solely on formal authority.
• Ability to travel approximately 30% of the time, based on program needs.
• Proven experience with Microsoft 365 applications and event-management or collaboration platforms relevant to the work.

Core Competencies:

• Demonstrated ability to see the big picture, translate strategy into executable plans, and deliver complex programs at scale.
• Executive-level written, verbal, presentation, facilitation, and storytelling skills.
• Analytical and problem-solving skills, including the ability to identify root causes, gather relevant data, and make sound decisions.
• Project, budget, vendor, and risk-management capability, with strong attention to detail and follow-through.
• People-leadership capability, including coaching, delegation, feedback, recognition, accountability, and talent development.
• Ability to work autonomously, prioritize competing demands, and remain effective in a fluid, fast-paced environment.

Pay Range:

$91,052.00 - $151,822.00

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.

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, 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.

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 thriving businesses. 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 the LPL team and help us make a difference by turning life’s aspirations into financial realities. 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.

EAC 5.19.26