AVP, Conference Experiences & Events

About the role

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our employees. If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

The Assistant Vice President, Conference Experiences & Events leads the strategy, planning, production, and successful execution of in-person, hybrid, and virtual experiences that strengthen client relationships, advance firm priorities, and deliver measurable business value. This role combines strategic leadership, operational rigor, financial discipline, creative problem-solving, and people leadership to deliver high-touch, best-in-class experiences at scale.

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.

Responsibilities

• Own the end-to-end strategy and delivery of assigned conferences and events, translating firm and business objectives into clear experience strategies, project plans, success measures, and execution roadmaps.
• Lead all strategic, creative, operational, and logistical components of programs, program format, attendee journey, registration, food and beverage, branding and signage, audiovisual, show flow, production, security, and post-event follow-up.
• Build trusted relationships with senior leaders, business partners, and external vendors; lead cross-functional working sessions that establish objectives, clarify decision rights, surface risks, and maintain alignment through execution.
• Develop and manage integrated project plans, timelines, budgets, and contingency plans; identify dependencies and risks early, escalate appropriately, and maintain quality under changing conditions.
• Accurately forecast, manage, and reconcile conference expenses and sponsor revenue while balancing premium experience delivery with financial discipline.
• Partner with analytics and business stakeholders to define, track, and communicate success measures, including participation, attendee feedback, engagement, content consumption, business outcomes, return on investment, and lessons learned.
• Use data, feedback, diverse perspectives, industry trends, and sound judgment to identify root causes, improve decisions, and continuously elevate the client and attendee experience.
• Lead innovation by evaluating new ideas, tools, formats, and partners; take smart, informed risks that challenge the status quo while protecting the firm and the client experience.
• Lead projects and strategic initiatives beyond assigned conferences when needed, providing subject-matter expertise and support across Conference Experiences & Events.
• Manage, coach, mentor, and develop direct reports and other planners; delegate with clear expectations and decision rights, reinforce accountability, recognize contributions, and create opportunities for growth.

Qualifications

Strategic Thinking

• Translates firm vision into clear goals, outcomes, and a shared definition of success, while helping others understand and navigate change.
• Balances near-term delivery with longer-term opportunities and implications.
• Thinks innovatively, explores new ideas, and experiments thoughtfully with novel approaches.
• Applies analysis, diverse perspectives, experience, and judgment to clarify problems, strengthen plans, and make sound decisions.
• Remains resilient under pressure and recovers quickly and effectively from setbacks.
• Empowers others through appropriate delegation while maintaining clarity of decision rights and escalation paths.

Operational Excellence

• Operates with a strong focus on process, quality, risk identification, and practical problem-solving.
• Analyzes situations carefully, weighs options, creates systematic action plans, and adjusts through effective contingency planning.
• Understands and uses relevant financial indicators to guide team and program decisions.
• Uses knowledge of internal structures, processes, and talent to resource work effectively.
• Identifies training needs and creates opportunities to build capabilities in operational excellence methodologies and disciplined execution.
• Monitors identified risks and the effectiveness of risk-management strategies.

Leadership

• Leads with purpose, empowering and coaching others for growth, development, and impact.
• Brings passion and optimism to the work and helps create an environment of enthusiasm and commitment.
• Recognizes individual and team contributions and provides timely, constructive feedback that promotes growth.
• Adapts to new challenges and responsibilities while supporting a positive team dynamic.
• Demonstrates integrity, honesty, and transparency, including acknowledging mistakes and changing course when needed.
• Collaborates effectively, shares knowledge, seeks diverse perspectives, and supports collective success.

Requirements

• 8+ years of corporate meeting, conference, or event-planning experience; financial-services experience preferred.
• Bachelor's degree in event management, hospitality, marketing, communications, business, or a related field, or equivalent professional experience.
• Experience leading cross-functional teams and influencing stakeholders at multiple levels without relying