LPL Financial

Sr. Conference Planner

LPL Financial$73K — $122K *
Hospitality & Recreation
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in event planning, hospitality management, or a related field preferred.
  • 3-5 years of meeting or conference planning experience in relevant environments, with at least 1-2 years in corporate settings.
  • 3+ years of proficiency in Microsoft Office Suite.
  • Willingness to travel approximately 30% of the time.
  • Strong understanding of event planning, operations, and marketing.

Responsibilities

  • Develop and manage comprehensive project plans aligned with strategic objectives.
  • Lead logistical aspects of in-person, hybrid, and virtual events.
  • Collaborate with stakeholders to define objectives and deliver outcomes.
  • Partner with analytics team to track and report performance metrics.
  • Apply feedback to continuously improve conference execution.
  • Manage conference budgets to align with expenses and sponsor revenue.
  • Proactively navigate challenges and offer creative solutions.

Benefits

  • 401K matching to support long-term financial security.
  • Health benefits to ensure employee wellness.
  • Employee stock options providing ownership in the company.
  • Paid time off allowing for personal and family time.
  • Volunteer time off promoting community engagement.
Full Job Description
Job Overview:

LPL's Marketing, Comms & Experiences Dept. is seeking a Sr. Planner, Conference Experiences & Events to support the planning, production, and execution of client- and employee-facing conferences. This role plays a key part in strengthening and growing existing client relationships by delivering high-quality events for our clients and employees that drive measurable business outcomes.

The Sr. Conference Planner will support multiple events, partnering cross-functionally to ensure seamless execution and maximum return on investment. This is an excellent opportunity for a detail-oriented, self-motivated professional who thrives in a fast-paced environment and is passionate about delivering exceptional conference experiences.

Responsibilities:
  • Develop and manage comprehensive project plans to deliver conferences aligned with LPL's strategic objectives while providing an outstanding client experience.
  • Lead and support all logistical aspects of in-person, hybrid, and virtual events, including program format, food and beverage, branding and signage, audiovisual production, show flow, on-site production, and security.
  • Collaborate with internal stakeholders and external partners to define conference objectives and deliver outcomes that support firmwide and line-of-business priorities.
  • Partner with the analytics team to track and report key performance metrics, including attendee feedback, engagement, and participation data, to assess ROI and inform future event strategy.
  • Apply feedback quickly and thoughtfully, using an entrepreneurial mindset to continuously improve conference execution and outcomes.
  • Manage conference budgets accurately, ensuring alignment with forecasted expenses and sponsor revenue.
  • Proactively navigate challenges and roadblocks, offering creative, thoughtful, and solutions-oriented recommendations.
  • Engage extensively with clients and internal and external partners via phone and email, maintaining professionalism throughout the planning lifecycle.


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:
  • Bachelor's degree required; a focus in event planning, hospitality management, or a related field preferred.
  • Minimum of 3-5 years of meeting or conference planning experience in a hotel, association, corporate, DMC, or similar environment, with at least 1-2 years in a corporate setting.
  • 3+ years' experience in Microsoft Office Suite.
  • Willingness and ability to travel approximately 30% of the time.


Core Competencies:
  • Strong understanding of event planning, operations, and marketing.
  • Proven ability to work autonomously while managing and prioritizing multiple projects in a fast-paced, high-pressure environment.
  • Excellent problem-solving skills with exceptional attention to detail and strong organizational skills.


Preferences:
  • Professional certifications or designations.
  • Experience in the financial services industry.


Pay Range:
$73,439.00 - $122,364.00
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. Your recruiter will be happy to discuss all that LPL has to offer!

About LPL Financial

LPL Financial is the largest organization of independent financial advisors in the United States. LPL Financial was formed in 1989 through the merger of two brokerage firms: Linsco (established in 1968) and Private Ledger (established in 1973); and has since expanded its number of independent financial advisors from a few hundred to more than 13,300 in 2012. LPL Financial has main office locations in Boston, Charlotte, and San Diego. Approximately 2,900 employees support financial advisors; financial institutions; and technology, custody, and clearing service subscribers with enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. LPL Financial advisors help clients meet investment goals with a number of financial services, including equities, bonds, mutual funds, annuities, insurance, and fee-based programs. Unlike many other brokerage firms, LPL Financial does not develop its own investment products, enabling the firm’s investment professionals to offer financial advice free from broker/dealer-inspired conflicts of interest.

LPL Financial Careers

Join the dynamic team at LPL Financial, a leader in the financial services industry, and be part of a company that values innovation, leadership, and professional growth. At LPL Financial, we offer unparalleled job opportunities that propel your career forward while fostering a culture of diversity and inclusion.

Work You’ll Do

At LPL Financial, you’ll engage in meaningful work that directly impacts our clients and the financial industry. As part of our team, you will: - Utilize your skills to drive innovation and operational excellence. - Collaborate with seasoned professionals in a culture that celebrates diversity and inclusion. - Lead projects that transform our services and client experiences at the intersection of technology and financial consultancy.

Join Our Market-Leading Team

LPL Financial is not just a company; it's a community where you can build a career. Our team of experts is dedicated to providing guidance and support that enhances your professional journey: - Participate in diversity training programs that prepare you for leadership roles within and beyond the company. - Engage in networking opportunities that connect you with industry leaders and peers. - Benefit from a robust suite of benefits designed to support your physical, emotional, and financial well-being.

Innovative Growth and Development

We believe in nurturing the growth of our employees through: - Comprehensive professional development programs that include certifications, seminars, and workshops. - Leadership tracks that encourage innovation and strategic thinking. - Internship programs that offer real-world experience and a pathway to full-time employment.

Explore Job Opportunities

Whether you’re just starting your career or looking for a new challenge, LPL Financial offers a range of positions from entry-level to executive. We are committed to hiring talented individuals who are passionate about the financial services industry and dedicated to client success. - Search open positions that match your skills and interests. - Prepare your resume and refine your interview techniques with our career resources. - Discover the rewards of a career at LPL Financial, where your ambitions are met with endless opportunities.

Stay Connected

Join our team and stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. - **Search LPL Financial Jobs** - **Read Careers Blog**

Job Alert Emails

Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Explore the exciting and rewarding opportunities that await at LPL Financial. At LPL Financial, we empower our employees to excel in their careers and lead the way in the financial services industry. Join us and make a difference with your passion, curiosity, and drive.
Learn more about LPL Financial
Size
6,059 employees
Market Cap
$16.6 billion
Industry
Net Income
$472.6 million
Founded
2006
5 Year Trend
+13.8%
Revenue
$5.8 billion
NASDAQ

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