Lead Events & Conferences SpecialistApply Job ID: R-006781 Date posted: 06/11/2019 Primary Location CA-San Diego
The Home Office Visit (HOV) Coordinator 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 HOV Coordinator 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)
About LPL Financial:
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.
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.