Job Overview:

The workplace is more than a floor plan—it’s how people feel when they arrive. The Workplace Experience Manager ensures LPL’s New York office runs smoothly and makes a strong impression, from comfort and functionality of employee experience to everyday meetings to high‑profile guest visits.

Based in our NYC office, this role sits at the intersection of space management, hospitality, and workplace operations. Reporting to the VP of Building Services and Workplace Experience, you’ll own the planning and execution of all in‑office experiences that reflect LPL’s culture and standards.

This role combines operational excellence with hospitality. You’ll anticipate needs, resolve issues before they surface, and create thoughtful moments that make employees, clients, and visitors feel welcome and supported. You’ll also provide light in‑room technology support, coordination with Facilities to deliver a comfortable environment, and help standardize processes to continuously elevate the NYC office experience.  You will also support the Meetings & Events team with end‑to‑end “white glove” delivery—from intake and scheduling through on‑site execution and follow‑up—serving as the central point of coordination with meeting organizers, Building Services, Business Development, Corporate Events, and IT. You’ll manage room usage, vendors, logistics, and real‑time problem‑solving to ensure everything runs flawlessly.

The employees, as well as the advisors and institutional leaders who visit this office operate at the highest levels of wealth management—the experience should reflect that through care, preparation, and attention to detail.

Roles & Responsibilities:

Hospitality & Workplace Experience

• Deliver consistent white‑glove hospitality for employees, visitors, and executive guests
• Own the end‑to‑end visitor experience from pre‑arrival coordination through post‑visit follow‑up
• Act as an on‑site ambassador by welcoming guests, providing tours, escorting visitors, and responding to inquiries
• Maintain premium standards across meeting rooms, executive restrooms, and pantry areas, including cleanliness, stocking, and personalized amenities
• Develop and apply a tiered service model aligned to visit type and meeting scale
• Ensure branded elements (digital signage, common‑area screens) are current and operational

Operations & Site Readiness

• Partner with Building Services on daily office operations, including maintenance, janitorial, pantry, and vendor coordination
• Lead the daily operational rhythm to ensure the office is always presentation‑ready
• Maintain operational playbooks and documentation; manage workplace requests with urgency and follow‑through

On‑Site Technology Support

• Ensure meeting room AV, conferencing tools, and digital signage function reliably
• Provide first‑line troubleshooting and support high‑visibility meetings and events; escalate issues with clear documentation

Meetings & Events Support

• Serve as a primary point of contact for in‑office meetings and events
• Support end‑to‑end planning and execution for executive and business meetings, including agendas, timelines, and run‑of‑show development
• Partner with executive administrators, chiefs of staff, Corporate Events, ERG leads, and Business Development to deliver seamless experiences
• Support event logistics including room scheduling, AV, catering, registration, transportation, and security access
• Work with Meetings & Events to help stage meeting spaces in advance, ensuring correct setup, branding, refreshments, and fully tested technology
• Source and manage catering and food service vendors; coordinate logistics and compliance with Property Management
• Troubleshoot real‑time changes or disruptions with confidence and creativity
• Conduct post‑event reviews and drive continuous improvement

Working Conditions:

This role is expected to be full-time, on-site, 5 days per week. Standard hours 7:30 AM – 5:00 PM with flexibility for events and VIP visits. Occasional after-hours support. Physical requirements include standing, walking, and lifting up to 30 lbs. Professional dress code. This role requires the discretion, composure, and confidentiality of someone operating in proximity to senior financial services leadership and able to collaborate with all levels within the organization including vendors, service providers and LPL leadership.

What if your next guest could feel the difference before a single word is spoken?

That’s the standard. That’s the role.

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:

• 5+ years in workplace operations, corporate hospitality, office management, or guest experience roles in premium environments
• Experience managing vendor relationships and holding service partners to high performance standards
• Experience with Jira, ServiceNow, or similar workplace ticketing systems; comfort with O365 tools such as Power Point, Teams, Smartsheet, Box, Air table, or similar platforms

Core Competencies:

• Hands-on comfort with AV systems, video conferencing, room booking tools, and access control systems (e.g., Kastle)
• Exceptional presence, communication skills, and emotional intelligence — you can read a room, adapt your tone, and make people feel at ease across cultures and contexts
• Strong organizational discipline — you manage concurrent events, visitor flows, and vendor deliverables without visible effort
• Professional presentation at all times — this role is the face of LPL Financial in New York
• Ability to work on site in the New York City office and support meetings/events during core business hours (with flexibility for after-hours events as needed)

Preferences:

• Background in luxury hospitality or high-touch corporate service environments; Financial services or wealth management industry experience.
• Hospitality management certification.
• Event production experience including AV, catering, and vendor sourcing. 
• Familiarity with NYC building operations codes and requirements, and Class A office environments

Pay Range: