Senior Conference Planner — Charlotte, NC at LPL

Where Ambition Meets Innovation

Build a career that matches your initiative with an impressive dose of innovation. At LPL Financial, you will find the ingredients you need to shape your success while helping clients pursue their financial goals. From cutting-edge resources and a collaborative environment to the freedom to make an impact, we provide the support necessary for you to thrive.

About the Team

LPL Financial Holdings Inc. is among the fastest-growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, we support over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions. We service and custody approximately $2.3 trillion in brokerage and advisory assets on behalf of 8 million Americans.

Our mission is simple: we take care of our advisors and institutions so they can take care of their clients. We believe that everyone deserves objective financial guidance, offering an integrated platform of cutting-edge technology, brokerage, and investment advisor services. At LPL, independence means our advisors have the freedom to choose the business model, services, and technology resources that allow them to run thriving businesses.

About the Role

The Marketing, Comms & Experiences Department 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 that drive measurable business outcomes.

As a Sr. Conference Planner, you will support multiple events, partnering cross-functionally to ensure seamless execution and maximum return on investment. You will be the driving force behind delivering exceptional conference experiences, working in a fast-paced environment where your attention to detail and entrepreneurial mindset directly influence the firm's strategic objectives. This is an opportunity for a self-motivated professional passionate about creating joy and winning together through creative event solutions.

Hiring Process

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address. We will never conduct an interview online or in a chatroom forum. During the interview process, LPL will not request any form of payment from the applicant, nor will we ask for information regarding an applicant's bank or credit card.

Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.

Equal Opportunity

We are committed to workplace equality and embrace diverse perspectives and backgrounds. LPL is an Equal Opportunity Employer. Principals only. Please log in or create an account to apply to this position.

Work location

Work model: On-site

601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States

Charlotte, North Carolina

Key Responsibilities

check_circleDevelop and manage comprehensive project plans to deliver conferences aligned with strategic objectives
check_circleLead logistical aspects of in-person, hybrid, and virtual events including AV production and security
check_circleCollaborate with internal stakeholders and external partners to define conference objectives
check_circlePartner with analytics team to track metrics and report on attendee engagement and ROI
check_circleManage conference budgets accurately ensuring alignment with forecasted expenses and revenue
check_circleProactively navigate challenges and offer creative, solutions-oriented recommendations
check_circleEngage extensively with clients and partners via phone and email throughout the planning lifecycle

Requirements

verifiedBachelor's degree required
verified3–5 years meeting or conference planning experience
verified1–2 years in a corporate setting
verified3+ years experience in Microsoft Office Suite
verifiedWillingness to travel approximately 30%

Nice to Have

Professional certifications or designations. Experience in the financial services industry.

Benefits & Perks

check_circle401K matchingcheck_circleHealth benefitscheck_circleEmployee stock optionscheck_circlePaid time offVolunteer time off

Skills, education and keywords

Skills: Microsoft Office Suite, Event Planning, Operations, Marketing.

Education: Bachelor's degree required; focus in event planning, hospitality management, or related field preferred..

Frequently asked questions about Sr. Conference Planner at LPL Financial

What does a Sr. Conference Planner at LPL Financial do?expand_more

Day-to-day, the Sr. Conference Planner at LPL Financial will develop and manage comprehensive project plans to deliver conferences aligned with strategic objectives; lead logistical aspects of in-person, hybrid, and virtual events including av production and security; collaborate with internal stakeholders and external partners to define conference objectives; and partner with analytics team to track metrics and report on attendee engagement and roi.

What are the requirements for this Sr. Conference Planner role?expand_more

LPL Financial is looking for candidates who meet the following requirements: Bachelor's degree required; 3–5 years meeting or conference planning experience; 1–2 years in a corporate setting; 3+ years experience in Microsoft Office Suite; and Willingness to travel approximately 30%.

Where is the Sr. Conference Planner role at LPL Financial located?expand_more

Sr. Conference Planner at LPL Financial is based in 601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States. This is a on-site role.

Is this Sr. Conference Planner job remote, hybrid, or on-site?expand_more

LPL Financial has listed this Sr. Conference Planner role as on-site.

How much experience is required for this Sr. Conference Planner role?expand_more

Sr. Conference Planner at LPL Financial typically requires 3–5 years of relevant experience at the senior level.

What skills do you need for the Sr. Conference Planner role at LPL Financial?expand_more

Key skills for Sr. Conference Planner at LPL Financial include Microsoft Office Suite; Event Planning; Operations; and Marketing.

What education is required for Sr. Conference Planner at LPL Financial?expand_more

Educational requirements for this role: Bachelor's degree required; focus in event planning, hospitality management, or related field preferred..

What category does the Sr. Conference Planner role belong to?expand_more

Sr. Conference Planner at LPL Financial is part of the accounting & finance job category on Recrutus.

Sr. Conference Planner