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AVP, Conference Experiences, Events
LPL Financial. Own the end-to-end strategy and delivery of assigned conferences and events .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in event planning and management, with a strong focus on strategic execution, budget management, and stakeholder engagement. Proven ability to lead cross-functional teams and innovate event delivery while ensuring alignment with organizational goals.
Highest-signal resume keywords
Event PlanningBudget ManagementCross-Functional LeadershipStakeholder EngagementRisk Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project ManagementEvent ManagementBudgetingVendor ManagementAnalytical SkillsProblem-SolvingStrategic PlanningSuccess MeasurementContingency PlanningAttendance Tracking
Soft Skills
CoachingDelegationCommunicationFacilitationStorytelling
Tools & Technologies
Microsoft 365Event-Management PlatformsCollaboration Tools
Industry Keywords
Corporate MeetingsConferencesFinancial ServicesHospitalityMarketingCommunicationsBusiness Development
About the role
Key responsibilities & impact- Own the end-to-end strategy and delivery of assigned conferences and events
- Lead strategic, creative, operational, and logistical components, including attendee journey, registration, food and beverage, branding, audiovisual, show flow, production, security, and post-event follow-up
- Build relationships with senior leaders, business partners, and external vendors
- Lead cross-functional working sessions and maintain alignment through execution
- Develop and manage project plans, timelines, budgets, and contingency plans
- Forecast, manage, and reconcile conference expenses and sponsor revenue
- Define, track, and communicate success measures, including participation, attendee feedback, engagement, business outcomes, and return on investment
- Evaluate new ideas, tools, formats, and partners to innovate event delivery
- Lead projects and strategic initiatives across Conference Experiences & Events
- Manage, coach, mentor, and develop direct reports and other planners
- Translate firm vision into goals, outcomes, and shared definitions of success
- Monitor risks and the effectiveness of risk-management strategies
Requirements
What you’ll need- 8+ years of corporate meeting, conference, or event-planning experience; financial-services experience 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
- Demonstrated ability to see the big picture, 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
- Project, budget, vendor, and risk-management capability
- 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
Benefits
Comp & perks- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- Competitive LPL Total Rewards package