VP, Conference Experiences & Events

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial

Job Overview:
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.

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.

What are we looking for?
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 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.

Core Competencies:

• 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.

Preferences:

• 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.

 

Pay Range:

$126,400-$210,600/year

 

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. 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. Your recruiter will be happy to discuss all that LPL has to offer!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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