VP, Conference Experiences & Events

LPL Financial • San Diego, CA

1d

About The Position

The Vice President, Conference Experiences & Events will help lead the strategic direction and execution of LPL Financial’s event portfolio, delivering more than 120 client, employee, and industry engagements annually. This role drives an integrated event strategy that elevates LPL’s brand, advances business objectives, and strengthens attendee engagement. The VP ensures operational excellence through standardized processes, disciplined program management, and data-driven insights, while guiding a high-performing team and fostering strong cross-functional partnerships to deliver exceptional, impactful experiences. This position will report to the SVP, Head of Conference Experiences & Events.

Requirements

• Bachelor’s degree in Marketing, Communications, Hospitality Management, Business Administration, or a related discipline; Master’s degree or equivalent advanced credentials strongly preferred.
• 10+ years of progressive experience leading large-scale, high-impact event programs, including 5+ years in a senior leadership capacity within financial services or a comparably complex corporate environment.
• Demonstrated success overseeing multi-day, enterprise-level conferences with thousands of attendees, showcasing strong operational discipline, risk management, and a commitment to excellence in attendee experience.
• Exceptional financial and business acumen, with extensive experience overseeing multimillion-dollar budgets, optimizing spend, negotiating strategic contracts, and driving measurable ROI.
• Proven executive leadership ability, including building, developing, and inspiring high-performing teams, fostering a culture of accountability, innovation, and operational rigor.
• Outstanding communication, presentation, and interpersonal influence, with the ability to engage, align, and persuade stakeholders at all levels—including executive leadership, cross-functional partners, and external vendors.
• Strategic thinker with a strong execution bias, demonstrating the ability to anticipate challenges, develop innovative solutions, and make sound decisions in fast-paced, high-pressure environments.

Nice To Haves

• Advanced proficiency in event management platforms, CRM systems, data analytics tools, and related technologies, with the ability to leverage insights to drive continuous improvement and strategic planning.
• Commitment to operational excellence, with a deep understanding of compliance, regulatory considerations, and brand stewardship in a highly regulated industry.
• Willingness to travel extensively to support onsite leadership, vendor oversight, and event execution.
• Professional certifications such as PMP, CMP, or equivalent are highly advantageous and signal a strong foundation in program management and industry best practices.

Responsibilities

• Develop, document, and implement a comprehensive event strategy that aligns with LPL Financial’s business objectives, marketing goals, and advisor engagement initiatives, including the creation and continuous refinement of standard operating procedures (SOPs) to drive consistency, scalability, and operational excellence.
• Oversee the full program lifecycle of all major LPL conferences and events—from strategic planning through post-event evaluation—with a disciplined program management approach that ensures seamless execution, cross-functional alignment, and adherence to established SOPs.
• Lead, mentor, and develop a high-performing team of event professionals, instilling a culture of operational rigor, accountability, and innovation while ensuring the team follows best practices and documented processes.
• Collaborate cross-functionally with key partners across Marketing, Sales, Product, Technology, Compliance, and other internal groups to ensure event activities, messaging, and experiences are fully integrated and operationally sound.
• Develop, manage, and optimize substantial event budgets, including forecasting, real-time tracking, and spend analysis. Ensure maximum return on investment (ROI) supported by strong data analytics, performance dashboards, and actionable insights.
• Establish and maintain SOPs for vendor and partner management, including evaluation criteria, negotiation processes, service-level expectations, and performance metrics to drive best-in-class execution and cost efficiencies.
• Leverage advanced analytics and data storytelling to assess event performance, participant engagement, operational efficiency, and business impact. Use insights to identify improvement opportunities and inform strategic decisions for future events.
• Proactively monitor industry trends, technologies, and best practices, applying relevant innovations to elevate event quality, operational efficiency, and the attendee experience.
• Ensure events consistently meet LPL’s brand, compliance, and regulatory standards, incorporating structured quality controls and audit-ready documentation throughout all phases of event planning and execution.
• Develop and implement risk management and contingency plans, supported by documented protocols and decision frameworks, to ensure operational resilience and successful event outcomes under varying scenarios.

Benefits

• LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Number of Employees: 5,001-10,000 employees