Senior Marketing Consultant

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.

What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you’re ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

The LPL Financial Marketing Solutions department is seeking a Senior Marketing Consultant with a high proficiency in all facets of digital marketing as well as basic understanding of traditional marketing tactics.

In this position, you will act as a marketing consultant and main point of contact for 5 LPL advisors and their teams that are part of their practice. You will execute a digital and traditional marketing strategy.

This role will support advisors who are part of LPL’s Strategic Wealth Services (SWS) offering. You will combine your knowledge of the web, blogging, email campaigns, and social media publishing with print, mail, and events to execute the marketing strategy for the advisors’ practices.

Responsibilities:

• Report to Marketing Manager of Marketing Solutions.
• Curate and implement digital marketing editorial calendars for each advisors’ blog, e-newsletter, email campaigns, digital ads, and social media platforms month over month to align with the advisor overarching goals.
• Generate an evaluation to consistently maintain each advisor’s website and blog to enhance as needed.
• Implement lead generation, niche prospecting processes, and workflow for implementations to each advisor and their practice to drive business growth for both LPL Financial and the advisors.
• Establish and measure ROI and KPIs such as email CTR, social media engagement, and website traffic.
• Learn and produce each advisor’s marketing plan based on advisor preferences.
• Schedule and host regular weekly or bi-weekly discussions with the advisors.
• Maintain the advisor’s brand (logo, design treatment, etc.).
• Maintain their stationery and brochure.
• Collaborate with the advisor’s office staff to ensure cohesive messaging and communications while providing coaching with events and seminars.
• Collaborate with compliance to ensure content, brand, and messaging are approved.
• Conduct market research and share discoveries with each advisor.
• Work as a liaison to digital vendors.
• Work with LPL’s current tools to integrate into their overarching plan.
• Provide feedback and program enhancements from the advisors.

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:

• Bachelor’s degree in marketing, communication, a related field, or equivalent marketing experience.
• 5+ years’ experience in marketing and digital marketing.

Preferences:

• Experience in the financial services industry
• Understanding of offset and digital print.
• Basic understanding of events and webinars.
• Solid understanding of ecommerce, PPC, SEO & SEM.
• Solid knowledge of CRM, inbound marketing tools, and web management

Pay Range:

$74,625-$124,375/year

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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

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.

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