AVP Events Planner, Home Office Visit Coordinator

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

As the Senior Event Planner, you’ll create and execute client event activities from concept through execution and evaluation. You’ll play a key role in the event strategy for our sales organization, bringing creative ideas and business goals together to deliver impactful in-person, virtual, and hybrid events. In this high-visibility position, you’ll collaborate with team members and leaders of all levels from across the organization.

Responsibilities:

• Brainstorm creative event concepts and create high-touch experiences from concept to post-event evaluation

• Manage events from start to finish, including maintaining yearly event calendar and budgets, program format, travel logistics, invoice processing, production of event materials, and post-event evaluation

• Perform post-event evaluation and create reports for event stakeholders

• Implement industry trends and bring new resources, tools, and ideas to the Sales Enablement team to continuously improve and elevate the client experience

• Develop and manage project plans to execute events that align with business strategy and drive measurable outcomes

• Understand how to leverage available internal and external resources for successful execution

• Conduct extensive phone and email interaction with clients and internal and external partners

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor’s degree required; focus in event planning, hospitality, marketing, or similar preferred

• 3+ years of meeting planning experience at a hotel, association, corporation, DMC, or similar

• Strong understanding of event planning, operations, and marketing; experience in the financial sector a plus

• Ability to travel 30% of the time

Core Competencies:

• Extremely organized and able to prioritize effectively

• Ability to influence and partner with business colleagues throughout the organization

• Able to function in a fast-paced environment against rigid timelines

• Excellent verbal and written communication and presentation skills

• High level of tact and diplomacy

• Grace under pressure and sense of humor

• Ability to solve problems and adapt quickly in changing situations

• Experience with Microsoft Office: Excel, Word, PowerPoint, Outlook

Preferences:

• Certifications and professional designations a plus, but not required

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or 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.

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