Client Success Events & Engagement Lead

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

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.