Sr. Conference Planner

LPL Financial Holdings, Inc.$73K — $122K *
Business Services
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 conference planning experience in various settings, including corporate.
  • Minimum of 1-2 years in a corporate environment.
  • 3+ years’ experience using Microsoft Office Suite.
  • Willingness to travel approximately 30% of the time.

Responsibilities

  • Develop comprehensive project plans for conferences that align with strategic objectives.
  • Lead logistical aspects of in-person, hybrid, and virtual events, ensuring quality execution.
  • Collaborate with stakeholders to define conference goals and deliver effective outcomes.
  • Work with analytics to track key performance metrics for measuring event success.
  • Apply feedback to enhance future conference execution and outcomes.
  • Manage conference budgets, ensuring accuracy and alignment with financial forecasts.
  • Proactively address challenges, providing thoughtful and creative solutions.

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
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 Holdings, Inc.

LPL Financial Holdings, Inc. Careers

Joining LPL Financial Holdings, Inc. presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. The company is renowned for its commitment to innovation, leadership, and professional growth, making it an ideal workplace for ambitious individuals looking to advance their careers.

Explore Job Opportunities

LPL Financial Holdings, Inc. offers a variety of job opportunities that cater to a range of skills and interests. From entry-level positions to senior leadership roles, each job opening provides a platform for personal and professional development. Candidates can expect a rigorous interview process that ensures each team member is not only a fit for the position but also aligns with the company's culture of excellence and integrity.

Internship Programs

For those starting their career journey, LPL Financial Holdings, Inc. provides robust internship programs designed to offer real-world experience in the financial sector. Internships are a cornerstone of the company's commitment to nurturing young talent, providing a foundation of knowledge and skills that are crucial for future employment in the industry.

Commitment to Diversity and Inclusion

Diversity and inclusion are at the heart of LPL Financial Holdings, Inc. The company believes in empowering all employees through diversity training and leadership opportunities that promote an inclusive workplace. This approach not only enhances team collaboration but also drives innovation and creativity.

Benefits and Culture

LPL Financial Holdings, Inc. is dedicated to supporting its employees with comprehensive benefits designed to promote a healthy work-life balance. Benefits include competitive health care options, retirement plans, and wellness programs. The company culture is built on a foundation of mutual respect and teamwork, encouraging networking and professional development across all levels of the organization.

Professional Growth and Development

Employees at LPL Financial Holdings, Inc. are encouraged to continuously enhance their professional skills and advance their careers within the company. Leadership development programs and continuous learning opportunities are readily available, allowing individuals to achieve their career goals and contribute effectively to their teams.

Join the LPL Financial Holdings, Inc. Team

LPL Financial Holdings, Inc. is actively hiring and looking for passionate, creative, and solution-driven team players. Explore open positions that match your skills and interests on the LPL Financial Holdings, Inc. careers page. Each position offers a chance to be part of a dynamic team that is instrumental in shaping the future of financial services.

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