Sr. Conference Planner

Job Overview

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

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.

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.