AVP, Conference Experiences & Events

LPL Financial•Charlotte, TX

About The Position

The Assistant Vice President, Conference Experiences & Events leads the strategy, planning, production, and execution of in-person, hybrid, and virtual experiences that strengthen client relationships, advance firm priorities, and deliver measurable business value. The role combines strategic leadership, operational rigor, financial discipline, creative problem-solving, and people leadership to deliver high-touch experiences at scale. The position owns assigned conferences and events from strategy through post-event follow-up, including program design, attendee journey, registration, food and beverage, branding and signage, audiovisual, show flow, production, and security. It builds alignment with senior leaders, business partners, and vendors; manages project plans, budgets, risks, contingency plans, expenses, and sponsor revenue; and partners with analytics and stakeholders to measure results and improve future experiences. The role also leads innovation and broader strategic initiatives, and manages, coaches, mentors, and develops direct reports and other planners. Success requires strategic thinking, operational excellence, integrity, resilience, collaboration, and the ability to empower and develop others.

Requirements

At least 8 years of corporate meeting, conference, or event-planning experience; financial-services experience is 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 solely on formal authority.
Ability to travel approximately 30% of the time, based on program needs.
Proven experience with Microsoft 365 applications and event-management or collaboration platforms relevant to the work.
Ability to translate strategy into executable plans and deliver complex programs at scale.
Executive-level written, verbal, presentation, facilitation, and storytelling skills.
Analytical and problem-solving skills, including identifying root causes, gathering relevant data, and making sound decisions.
Project, budget, vendor, and risk-management capability, with strong attention to detail and follow-through.
People-leadership capability, including coaching, delegation, feedback, recognition, accountability, and talent development.
Ability to work autonomously, prioritize competing demands, and remain effective in a fluid, fast-paced environment.

Nice To Haves

Financial-services experience.

Responsibilities

Own the end-to-end strategy and delivery of assigned conferences and events, translating firm and business objectives into experience strategies, project plans, success measures, and execution roadmaps.
Lead strategic, creative, operational, and logistical program components, including 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 to establish objectives, clarify decision rights, surface risks, and maintain alignment.
Develop and manage integrated project plans, timelines, budgets, and contingency plans; identify dependencies and risks, escalate appropriately, and maintain quality as conditions change.
Forecast, manage, and reconcile conference expenses and sponsor revenue while balancing premium experiences 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 elevate client and attendee experiences.
Evaluate new ideas, tools, formats, and partners; take informed risks while protecting the firm and client experience.
Lead projects and strategic initiatives beyond assigned conferences as needed, providing subject-matter expertise and support across Conference Experiences & Events.
Manage, coach, mentor, and develop direct reports and other planners; delegate clearly, reinforce accountability, recognize contributions, and create growth opportunities.
Translate firm vision into goals and outcomes, balance near-term delivery with long-term opportunities, and help others navigate change.
Apply analysis and judgment to clarify problems, strengthen plans, and make sound decisions; remain resilient under pressure and recover effectively from setbacks.
Use process, quality, risk identification, financial indicators, practical problem-solving, and contingency planning to support operational excellence.
Identify training needs and opportunities to build team capabilities in operational excellence and disciplined execution; monitor risks and risk-management strategies.
Lead with purpose, provide constructive feedback, promote growth, support a positive team dynamic, demonstrate integrity and transparency, and collaborate while seeking diverse perspectives.