Hybrid Client Engagement Manager

at LPL Financial

• Job title: Client Engagement Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $75,705 - $126,175 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, San Diego, United States

About the role

• Client Engagement Manager responsible for developing and delivering Client Success programs and events at LPL Financial. Collaborating with stakeholders to ensure successful execution of growth-oriented experiences.

Responsibilities

• Run point on codifying critical aspects of CSE’s programs/events including needs, goals, KPIs, responsibilities, deliverable tracking, budget, etc.
• Collaborate with business unit stakeholders to conceptualize and deploy approaches that address the needs of the Client Success organization
• Build strong relationships and collaborate with Client Success business line leaders
• Develop full scale execution plans for virtual and in-person programs and events
• Manage activity logistics including theme, sponsor management, creative development, communications, etc.
• Ensure delivery of high-quality experiences, conducting evaluations and gathering insights to inform future decisions

Requirements

• Degree in marketing, communications, or a related discipline
• Minimum 5 years of experience working as an event planner, cross-functional project manager on complex/creative events
• Highly collaborative self-starter with excellent organizational and project management abilities
• Demonstrated ability to produce impactful in-person and virtual meetings, events and activities
• Exceptional communication and interpersonal skills
• Proficient in event management—including cost management
• Results-driven with analytical mindset for decision making
• Flexibility to travel, as required ~15%

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off