June 9, 2025

Sr Events & Conferences Planner

LPL Financial Charlotte, North Carolina

In this position, will you have the opportunity to partner with and influence senior leaders, including managing directors and their leadership teams? Will you be a part of a team that is supportive, fun, and flexible? • Manage vendors, resources and budgets to deliver events and programs on time and on budget. Additional Requirements: • A passion for creating innovative solutions and programs and developing a plan to execute with excellence • Excellent communication and writing skills with an enthusiastic, polished professional demeanor • Strong organization skills, process orientation and passion for being detail-oriented • Comfortable working in fast-paced environment, and able to multi-task and prioritize project work • Strong relationship and consulting skills with a client-centric orientation • Ability to listen, understand and empathize with client's point of view • Ability to create and lead a team of employees and vendors • A highly respectful and personable approach to client and coworker interactions • Must be capable of working autonomously to deliver project tactics and manage milestones, taking ownership and accountability for results • Is digitally savvy and up to date with latest trends in event technology • Limited travel may be required to support events At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business.

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