About the role
- Where Ambition Meets Innovation
- Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview The workplace is more than a floor plan—it’s how people feel when they arrive. The Workplace
- Experience Manager ensures LPL’s New York office runs smoothly and makes a strong impression, from comfort and functionality of employee experience to everyday meetings to high‑profile guest visits. Based in our NYC office, this role sits at the intersection of space management, hospitality, and workplace operations . Reporting to the VP of Building Services and Workplace
- Experience, you’ll own the planning and execution of all in‑office experiences that reflect LPL’s culture and standards. You’ll anticipate needs, resolve issues before they surface, and create thoughtful moments that make employees, clients, and visitors feel welcome and supported. You’ll also provide light in‑room technology support, coordination with Facilities to deliver a comfortable environment, and help standardize processes to continuously elevate the NYC office experience. You will also support the Meetings & Events team with end‑to‑end “white glove” delivery—from intake and scheduling through on‑site execution and follow‑up—serving as the central point of coordination with meeting organizers, Building Services, Business Development, Corporate Events, and IT. You’ll manage room usage, vendors, logistics, and real‑time problem‑solving to ensure everything runs flawlessly. The employees, as well as the advisors and institutional leaders who visit this office operate at the highest levels of wealth management—the experience should reflect that through care, preparation, and attention to detail. Roles & Responsibilities
- Deliver consistent white‑glove hospitality for employees, visitors, and executive guests Own the end‑to‑end visitor experience from pre‑arrival coordination through post‑visit follow‑up Act as an on‑site ambassador by welcoming guests, providing tours, escorting visitors, and responding to inquiries Maintain premium standards across meeting rooms, executive restrooms, and pantry areas, including cleanliness, stocking, and personalized amenities
- Develop and apply a tiered service model aligned to visit type and meeting scale
- Ensure branded elements (digital signage, common‑area screens) are current and operational Operations & Site Readiness
- Partner with Building Services on daily office operations, including maintenance, janitorial, pantry, and vendor coordination
- Lead the daily operational rhythm to ensure the office is always presentation‑ready Maintain operational playbooks and documentation; manage workplace requests with urgency and follow‑through On‑Site Technology
- Ensure meeting room AV, conferencing tools, and digital signage function reliably
- Provide first‑line troubleshooting and support high‑visibility meetings and events; escalate issues with clear documentation Meetings & Events
- Support Serve as a primary point of contact for in‑office meetings and events
- Support end‑to‑end planning and execution for executive and business meetings, including agendas, timelines, and run‑of‑show development
- Partner with executive administrators, chiefs of staff, Corporate Events, ERG leads, and Business Development to deliver seamless experiences
- Support event logistics including room scheduling, AV, catering, registration, transportation, and security access
- Work with Meetings & Events to help stage meeting spaces in advance, ensuring correct setup, branding, refreshments, and fully tested technology Source and manage catering and food service vendors; coordinate logistics and compliance with Property Management Troubleshoot real‑time changes or disruptions with confidence and creativity Conduct post‑event reviews and drive continuous improvement Working Conditions This role is expected to be full-time, on-site, 5 days per week. Standard hours 7:30 AM – 5:00 PM with flexibility for events and VIP visits. Occasional after-hours support. Physical requirements include standing, walking, and lifting up to 30 lbs. Professional dress code. This role requires the discretion, composure, and confidentiality of someone operating in proximity to senior financial services leadership and able to collaborate with all levels within the organization including vendors, service providers and LPL leadership. What if your next guest could feel the difference before a single word is spoken? That’s the standard. That’s the role. What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements 5+ years in workplace operations, corporate hospitality, office management, or guest experience roles in premium environments
- Experience managing vendor relationships and holding service partners to high performance standards
- Experience with Jira, ServiceNow, or similar workplace ticketing systems; comfort with O365 tools such as Power Point, Teams, Smartsheet, Box, Air table, or similar platforms Core Competencies
- Hands-on comfort with AV systems, video conferencing, room booking tools, and access control systems (e.g., Kastle) Exceptional presence, communication skills, and emotional intelligence — you can read a room, adapt your tone, and make people feel at ease across cultures and contexts
- Strong organizational discipline — you manage concurrent events, visitor flows, and vendor deliverables without visible effort Professional presentation at all times — this role is the face of LPL Financial in New York Ability to work on site in the New York City office and support meetings/events during core business hours (with flexibility for after-hours events as needed) Preferences Background in luxury hospitality or high-touch corporate service environments; Financial services or wealth management industry experience. Hospitality management certification. Event production experience including AV, catering, and vendor sourcing.
- Familiarity with NYC building operations codes and requirements, and Class A office environments Pay Range $93,421.00 - $155,633.00 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. 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. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com . Join LPL Financial Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful
- Work Our size is just right for you to make a real impact. Learn more here! Commitment to Equality We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC12.9.25