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Sr. Conference Planner

Job in Charlotte, Atascosa County, Texas, 78011, USA
Listing for: LPL Financial LLC
Full Time position
Listed on 2026-06-19
Job specializations:
  • Marketing / Advertising / PR
    Event Manager / Planner, Marketing Communications
Salary/Wage Range or Industry Benchmark: 73439 USD Yearly USD 73439.00 YEAR
Job Description & How to Apply Below
Location: Charlotte

Job Overview

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.

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.
Ideal Candidate

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast‑paced, team‑oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

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.
Core Competencies

Strong understanding of event planning, operations, and marketing. Proven ability to work autonomously while managing and prioritizing multiple projects in a fast‑paced, high‑pressure environment. Excellent problem‑solving skills with exceptional attention to detail and strong organizational skills.

Preferences
  • Professional certifications or designations.
  • Experience in the financial services industry.
Pay Range

$73,439.00 - $. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

Benefits

Additionally, 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.

EEO Statement

EEO.

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