VP, Corporate Events

Are you a team player? Are you curious to learn?

Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Excited to learn more? If so, then this could be the role for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around.

Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice.

And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

LPL is seeking a VP, Events & Meeting Planner to lead the Corporate Events team, which is a part of LPL's Human Capital organization and sits within the Culture & Inclusion department. This role is responsible for leading the team that executes on a wide range of company-wide meetings and events that support our culture and contribute to the employee experience.

Activities include: All-Employee Town Halls, co-wide Milestone/Achievement celebrations, Employee Engagement and Appreciation activities, annual Summer Family Fest event, Investor & Analyst day and other CEO/Leadership driven programs. Additionally, a primary responsibility to the role is in leading the management and execution of a series of ongoing high-profile on-site and off-site meetings for C-level executives, including quarterly Board of Directors meetings.

The role requires someone who can prioritize and manage time effectively, thrives in an ever-changing environment, has a friendly can-do attitude, pays very close attention to detail, has a hospitality lens and understands the value of tracking data and reporting on success metrics. We're not looking for someone to do things the way they've always been done, but for someone who utilizes thinking dexterity to develop creative solutions for complex problems.

Someone who is curious, innovative, and has high standards and accountability is well-suited for this position. This position reports to the SVP, Culture & Inclusion, and works closely with the SVP, Culture & Talent and the CHRO to deliver meaningful employee experiences that meet KPIs

Responsibilities:

• In collaboration with the Culture & Talent leadership team, drive strategic planning for the annual roster of co-wide employee events that will deliver best in class events to support engagement, deliver key messages and that meet KPIs.

• Follow industry trends in event technology and bring new approaches and tools to the team and project planning to ensure continuous improvement.

• Build strong relationships and collaborate with internal business partners to understand their needs and strategize on approaches that will best meet their team's needs.

• Develop full scale project plans from ideation to execution for hybrid, virtual and in-person meetings, events and activities that align to company strategy and deliver a compelling experience.

• Act as a product owner and lead collaborative and cross-functional teams, including defining project goals, roles, tracking deliverables, to execute on budget, on time and with operational excellence, while maintaining a nimble approach and ability to pivot as the environment shifts.

• Develop strategies and execute on communications to provide stakeholder awareness, gain feedback and consensus at program inception. Systematically monitor and report on progress of the project to all stakeholders defining project progress, risks/issues and solutions and communicate status to senior management on a regular basis.

• Craft reporting processes that will deliver data to provide key metrics, then analyze the information to provide insights and develop actionable plans that lead to best outcomes.

• Lead the team, providing guidance and direction in the execution of in-person meetings, events, and activity logistics such as: theme and creative development, attendee and presenter communications, registration management, program format, food and beverage, facilities, and security, branding and signage, audio-visual, content creation and video production.

• Provide the team with motivation, guidance, feedback and support to support their development and act as standard bearer for our culture of Belonging and Inclusion.

• Develop and manage reporting on budgeting and key metrics for each project including attendee surveys, participation data, content views and more to provide information to support project outcomes, ROI and help inform future projects and ensure projects and programs align to company priorities. Learn quickly from feedback and apply an entrepreneurial mindset to nimbly iterate based on the feedback.

• Research and identify event services suppliers/vendors and collaborate with the info sec, procurement, and finance teams to ensure proper process are followed for contracting, invoicing, and reporting and that we are producing quality experiences for attendees.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 10+ years of experience working as a cross-functional leader and product owner of sophisticated corporate events, marketing and communications projects.

• 8+ years of developing and presenting event proposals to executive leadership.

• 8+ years of executing large scale corporate meetings.

• 8+ years of experience producing data driven results. (KPI's, Metrics, Outcomes)

Core Competencies:

• Entrepreneurial Mindset: Proven ability to develop creative solutions and able to navigate obstacles, gain consensus and drive positive outcomes

• Strategic Problem Solving & Decision Making. Effectively gathers data and fact base to identify, understand and solve issues.
  
  Collects feedback in order to measure effectiveness within set parameters. Looks beyond the obvious, first answer and uses experience to dig deep for the root cause of a problem

• Strategic Agility: Envisions the big picture and executes at scale, anticipates future consequences and trends, Leverages KPIs to understand what's happening with the business. Understands the rationale for the strategy and articulates it through compelling story telling (written and verbal)

• Operational Excellence: Demonstrated success in creating and executing high profile in-person and virtual meetings, events, and activities, including producing in-studio and remote shows and presentations with show flows, audio visual, scripting and content management. Earns credibility through repeated success and demonstrated humility to learn

• Talent Management: Experience managing and motivating a distributed team, providing development support and helping guide them along their career journey. Recognizes and values contributions of individuals and teams, holding them to high standards and coaches for performance and development

• Team Player: Desire to be part of a dynamic and creative team with an ability to succeed within in a fast-paced environment, grounded in delivering great experiences

Preferences:

• University degree in marketing, communications, hospitality or a related discipline

• Strong familiarity with the MS Office suite, Smartsheet, Box. Some design experience is a plus

• Travel is expected to be roughly 25% or less

Pay Range:

$117,120-$175,680/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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.

We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it's like to work at LPL? Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits? 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.