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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at
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Lead Events & Conferences Spec

Job ID: R-016697 Date posted: 09/20/2021 Primary Location CA-San Diego

The Lead Events & Conference Specialist will support leadership within the Business Development group and be responsible for coordinating due diligence trips of prospective advisors to the San Diego, CA home office. Additionally, the position will serve as a primary liaison between the Home Office, Business Development Regional Directors, and Internal Regional Directors.

The Lead Events & Conference Specialist is responsible for all of the logistical planning and coordination of Home Office Visits for prospective advisors. This will include calendar management, travel arrangements, agenda construction and scheduling, and the overall client experience. This position is also responsible for coordinating sales meetings, and building and maintaining relationships with various vendors including hotels, car services, and travel agencies. Additional responsibilities will include reporting, handling of expense accounts, and calendar management. This position will work very closely with other departments within LPL to accomplish the primary responsibilities.


  • Bachelor's degree preferred
  • 3-5 years’ experience working in a corporate environment required, ideally in a travel coordination or planning function
  • Ability to maintain a high level of professionalism and customer service
  • Must be precise, detail-oriented, and possess strong organization skills
  • Excellent attention to detail is required
  • Superior communication skills, both in person and over the phone, as well as written
  • Extremely proactive
  • Comfortable in a fast-paced environment, ability to multi-task
  • Effective in interacting with senior management and all levels of staff
  • Must be proficient in all Microsoft Office applications (Outlook, Excel, Word, PowerPoint)

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 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 (800) 877-7210.

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  • Human Resources, San Diego, California, United StatesRemove