AVP, Conference Experiences & Events

LPL Financial•San Diego, CA

8d•$91,052 - $151,822

About The Position

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. The role combines strategic leadership, operational rigor, financial discipline, creative problem-solving, and people leadership to deliver high-touch, best-in-class experiences at scale. The position owns assigned conferences and events from strategy through delivery, manages their creative, operational, and logistical components, and works with senior leaders, business partners, vendors, and cross-functional teams to maintain alignment. It also manages plans, budgets, expenses, sponsor revenue, risks, and success measures; identifies opportunities to improve the attendee and client experience; and evaluates new ideas, tools, formats, and partners. The role leads projects and initiatives across Conference Experiences & Events as needed and manages, coaches, mentors, and develops planners and direct reports.

Requirements

8+ years of corporate meeting, conference, or event-planning experience.
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 preferred.

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 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 sessions to establish objectives, clarify decision rights, identify risks, and maintain alignment.
Develop and manage integrated project plans, timelines, budgets, and contingency plans; identify dependencies and risks, escalate appropriately, and maintain quality through changing conditions.
Forecast, manage, and reconcile conference expenses and sponsor revenue while balancing experience quality 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 judgment to identify root causes, improve decisions, and elevate the client and attendee experience.
Evaluate new ideas, tools, formats, and partners, taking 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 clear goals and shared definitions of success, while helping others navigate change and balancing near-term delivery with longer-term opportunities.
Apply analysis, experience, and judgment to clarify problems, strengthen plans, make sound decisions, and remain resilient under pressure.
Promote operational excellence through process, quality, risk identification, practical problem-solving, financial awareness, effective resourcing, training, and risk monitoring.
Lead with purpose, optimism, integrity, transparency, collaboration, and constructive feedback while supporting team development and collective success.