Sr. Conference Planner

LPL Financial•Charlotte, NC

20h

About The Position

LPL’s Marketing, Comms & Experiences Dept. 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 for our clients and employees that drive measurable business outcomes. The Sr. Conference Planner will support multiple events, partnering cross-functionally to ensure seamless execution and maximum return on investment. This is an excellent opportunity for a detail-oriented, self-motivated professional who thrives in a fast-paced environment and is passionate about delivering exceptional conference experiences.

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.

Nice To Haves

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

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.