Skip Navigation
Search Our Jobs

Search Our Jobs

Click Here to View All Available Opportunities at LPL Financial

Jr. Planner, Conference Experiences

Job ID: R-001506 Date posted: 11/29/2017 Primary Location SC-Fort Mill Other Locations NC-Charlotte

Job Description: Our fast-paced Conference Experiences team is seeking a detail-oriented Conference and Event Planner to support planning phases of assigned corporate client business meetings, tradeshows, social/VIP events, travel initiatives, and incentive programs.

The Conference and Event Planner will need to be vigilant with deadlines, details, and multi-tasking, and will need to maintain focus and professionalism throughout the event planning process. He/she will work cross functionally on multiple projects simultaneously.

Responsibilities Include:

  • Support conference leads on coordination of client-facing conferences.
  • Coordinate attendee registration and reporting with travel partner support, transportation, speaker coordination, audio-visual needs, food and beverage, VIP management, promotional communications, on-site support, post-event evaluations and reporting, and other logistics as needed.
  • Manage communication and coordination of our sponsor partners’ registration and tradeshow logistics at conferences.
  • Understand how to leverage available resources internally and externally to successfully plan and execute events.
  • Work with conference lead and business unit owners to develop an understanding of core messages and different audiences at each event.
  • Develop and manage multiple projects, milestones/deadlines, and key deliverables as it relates to each event assigned.
  • Support large and complex event-related projects to ensure expected outcomes are delivered on time and on budget.
  • Participate in cross-functional teams to support project goals and to enhance planning processes.
  • Ability to navigate roadblocks and provide thoughtful solutions.
  • Extensive phone/email interaction with clients, internal and external partners.

Education and Experience Required:

  • Bachelor’s degree required (prefer focus in Event Planning, Hospitality, Marketing, or similar)
  • Minimum of 1-3 years of meeting planning experience at a hotel, association, corporation, DMC, or similar

Knowledge and Skills Required:

  • Strong understanding of event planning, operations, and marketing; experience in the financial sector a plus
  • Autonomous worker with the ability to balance and prioritize multiple projects simultaneously in a fast-paced, high stress environment
  • Excellent problem solving skills with an exceptional attention to detail
  • Flexibility and adaptability to unexpected demands a must
  • Superior business written and verbal communication skills with the ability to work across all levels in an organization
  • Proficient use of Microsoft Office Suite; familiarity with Ariba a plus
  • Excellent time management and organizational skills
  • Resourceful, self-motivated, enthusiastic
  • High level of tact and diplomacy
  • Grace under pressure and a sense of humor
  • Demonstration of honesty, openness, and integrity
  • Ability to travel 25% of the time

Our Company:

LPL Financial, the nation’s largest independent broker/dealer since 1996* and the fourth largest broker/dealer overall, serves as an enabling partner to more than 14,000 independent financial advisors and approximately 700 financial institutions. Since its formation decades ago, LPL has focused on one primary mission -- enabling independent financial advisors to bring objective and un-biased financial advice to millions of Americans. 

Headquartered in Boston, San Diego, and Fort Mill, and powered by more than 3,300 client-centric employees, LPL is financially strong and growing.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

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

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

Sign Up for Email Alerts!

Areas of InterestStay up-to-date about the latest opportunities at LPL Financial! Choose at least one category and/or location from the auto-suggestions and click 'Add' to subscribe.

  • All, Charlotte, North Carolina, United StatesRemove
  • All, Fort Mill, South Carolina, United StatesRemove