Client Engagement Manager

LPL Financial; San Diego (CA); On-site; USD 75,705 - 126,175; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

A leading financial services firm in San Diego is seeking a Client Engagement Manager to join their Client Success Enablement team. This position involves managing client engagement programs, orchestrating virtual and in-person events, and collaborating closely with business unit stakeholders. Ideal candidates will have a degree in marketing or a related field, at least 5 years of experience in event planning, and strong organizational skills to thrive in a fast-paced environment. The role offers a competitive salary and excellent benefits.

Qualifications

• Minimum 5 years of experience in event planning or project management.
• Experience managing in-person and virtual meetings and events.
• Ability to articulate vision and gain consensus among stakeholders.

Responsibilities

• Run point on codifying critical aspects of Client Success programs and events.
• Collaborate to conceptualize and deploy strategies for client success.
• Manage logistics for virtual and in-person programs and events.

Skills

Organizational skills

Project management

Communication skills

Creative problem-solving

Data-driven decision-making

Education

Degree in marketing, communications, or related discipline

Tools

MS Office suite

Smartsheet

Salesforce

Job description

Overview

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.

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

This candidate will be a part of LPL’s Client Success organization, a growing team within LPL Financial. As part of the Client Success team, you will have the opportunity to directly live out LPL’s mission: We take care of our advisors, so they can take care of their clients.

We are seeking a Client Engagement Manager (CEM) to join our Client Success Enablement (CSE) team responsible for end-to-end development and delivery of Client Success programs and events. This candidate will collaborate with key stakeholders to ensure successful execution of high-quality experiences and growth-oriented events (e.g. summits, workshops, webinars, etc.). They will assess needs, develop strategies, define measures of success and create experiences that align with the business’s objectives and drive the desired outcomes.

The ideal candidate for this role is a highly organized self-starter and problem-solver, skilled in time management and prioritization, and a passion for cultivating a culture of continuous growth and development. They have a proven track record as a creative thinker and a nimble problem solver with solid operational and tactical execution skills as relates to—live and virtual—activities.

We want people who are strong collaborators that thrive in a fast-paced environment, are client-focused, team oriented, and can execute in a way that encourages creativity and continuous improvement. Someone with a friendly can-do attitude, keen eye for detail and high standards and accountability is well-suited for this position.

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, and their teams? You bet. Will you be a part of a team that is supportive, fun, and flexible? 100%.

Responsibilities

• Act as owner: Run point on codifying critical aspects of CSE’s programs/events including needs, goals, key performance indicators (KPIs), responsibilities, deliverable tracking, budget, etc. Enforce operational excellence, while maintaining a nimble approach and ability to pivot when appropriate.
• Strategy: Collaborate with business unit stakeholders to conceptualize and deploy approaches that address the needs of the Client Success organization and the clients it serves. Identify gaps in awareness, knowledge and skills and design programming and content arcs to address those gaps effectively and drive the desired behaviors and outcomes.
• Stakeholder Management: Build strong relationships and collaborate with Client Success business line leaders, to understand specific client needs, align program delivery accordingly and ensure their support and engagement. Systematically communicate status updates to key stakeholders.
• Event Development: As lead, collaborate to develop full scale execution plans for virtual and in-person programs, meetings, events and other activities that align to the organization’s strategy and goals while delivering a compelling, growth-oriented, experience.
• Program Execution: Manage activity logistics such as theme/focus area(s), sponsor management, creative development, communications, registration management, program format, food and beverage, facilities, and security, branding and signage, audio-visual, content creation, etc.
• Resource Management: Manage to the allocated budget, ensuring optimal utilization of resources. Identify and recommend investments in new resources to enhance event delivery. For example: Manage hotel, venue, restaurant, and other vendor services including sourcing, bidding, contracting, and invoicing within the designated procurement process and Ariba system.
• Quality Assurance: Ensure the delivery of high-quality experiences, conducting evaluations, and gathering insights to inform future decisions and programming.
• Performance Measurement: Follow the feedback framework and processes to deliver KPIs and analyze the effectiveness and impact of programming plus garner insights and develop action plans that lead to best outcomes. Manage reporting on key metrics for each owned activity including invitees and attendees, participation data, feedback and more to inform future decisions. Regularly analyze and report on performance, making data-driven recommendations for future improvements.
• Trends and Best Practices: Follow industry trends and best practices in the program delivery space. Incorporate new or innovative approaches into event design to enhance engagement and the overall client experience.
• Compliance and Regulatory Requirements: Ensure programming and content complies with relevant regulations, company policies, etc. Stay informed about changes and update programs accordingly. Understand event services suppliers/vendors and collaborate with information security, procurement, and other LPL teams to ensure proper processes are followed for contracting, invoicing, and reporting and that we are producing quality experiences for attendees.
• Continuous Improvement: Embrace a culture of continuous improvement by encouraging feedback, conducting regular assessments, and implementing enhancements to programming based on feedback and evaluation results.

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

• Degree in marketing, communications, or a related discipline
• Minimum 5 years of experience working as an event planner or cross-functional project manager on complex/creative events

Core Competencies

• Highly collaborative self-starter with excellent organizational and project management abilities, with a keen eye for detail and the ability to manage multiple priorities simultaneously.
• Demonstrated ability to produce impactful in-person and virtual meetings, events and activities; Grounded in delivering great experiences
• Exceptional communication and interpersonal skills, with the ability to build and maintain relationships with stakeholders, speakers, etc. and able to articulate vision and gain consensus
• Proficient in event management—including cost management—plus creative problem-solving skills and the ability to adapt to changing circumstances.
• Results-driven with data-driven decision-making and feedback loops to identify problems and improve efficiency. Earns credibility through repeated success and demonstrated humility to learn
• Analytical mindset with the ability to use data to drive decision-making and measure effectiveness and identify areas for improvement
• Flexibility to travel, as required ~15%

Preferences

• Content development experience
• Strong familiarity with the MS Office suite, Smartsheet, Box, Salesforce, etc.

Pay Range: $75,705-$126,175/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) 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. 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 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 [phone].

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