AVP, Conference Experiences & Events — Lead High-Impact Experiences

LPL Financial LLC; Fort Mill (SC, FL); On-site; USD 91,000 - 152,000; Full time

Benefits offered by this job

401K matching

Health benefits

Stock options

Paid time off

Volunteer time off

Job summary

LPL Financial invites you to apply for the role of Assistant Vice President, Conference Experiences & Events, leading strategy, planning, production, and execution of in-person, hybrid, and virtual experiences that strengthen client relationships and drive measurable business value.

You’ll manage end-to-end programs, from attendee journey and registration to AV, branding, and post-event follow-up, while balancing premium experiences with financial discipline and leading a team of event planners.

Qualifications

• 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.

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: Translate firm vision into clear goals, outcomes, and a shared definition of success, while helping others understand and navigate change.
• 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.
• 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.

Skills

Strategic leadership

Stakeholder management

Budget management

Project planning

People leadership

Analytical thinking

Education

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

Tools

Microsoft 365

Job description

LPL Financial invites you to apply for the role of Assistant Vice President, Conference Experiences & Events, leading strategy, planning, production, and execution of in-person, hybrid, and virtual experiences that strengthen client relationships and drive measurable business value.

You’ll manage end-to-end programs, from attendee journey and registration to AV, branding, and post-event follow-up, while balancing premium experiences with financial discipline and leading a team of event planners.