Client Engagement Manager
LPL Financial
full-time
Posted on:
Location Type: Hybrid
Location: San Diego • California • United States
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Salary
💰 $75,705 - $126,175 per year
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
event planningproject managementbudget managementKPI trackingdeliverable trackinglogistics managementcreative developmentevaluation techniquesanalytical decision makingcost management
Soft Skills
collaborationorganizational skillscommunication skillsinterpersonal skillsself-starterflexibilityresults-drivenrelationship buildingcreativityproblem-solving