LPL Financial · 10 hours ago
VP, Conference Experiences & Events
San Diego
Full-time
Onsite
Senior Level, Lead/Staff
$126K/yr - $211K/yr
10+ years expLPL Financial is a leading wealth management firm empowering professionals to shape their success. The Vice President, Conference Experiences & Events will lead the strategic direction and execution of LPL’s event portfolio, overseeing over 120 engagements annually while ensuring operational excellence and fostering strong cross-functional partnerships.
FinanceFinancial Services
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
Qualification
Required
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
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
Preferred
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
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (66)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Chief Executive Officer
Sid Vyas
Chief Technology Officer/EVP
Recent News
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2025-12-16
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Investor's Business Daily
2025-12-11
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