Field Enablement Marketing Coordinator

Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Do you enjoy working in fast paced environment? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? If so, then this could be the role for you! 

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

This candidate will be a part of LPL’s Field Management organization, a growing organization within LPL Financial. Field Management provides end-to-end leadership support to advisors and staff through managing personnel, practices, and properties to drive outsized growth and satisfaction. As part of the Field Management team, you will have the opportunity to directly live out LPL’s mission: We take care of our advisors, so they can take care of their clients.

We are seeking a Marketing Coordinator to support Field Management’s Director of Marketing (DoM) within our Linsco affiliation model. This candidate will support the Linsco DoM in amplifying the individual brands of our affiliation advisors and executing against their marketing strategies. This crucial position will assist in the production and execution of things such as: planning, offline and online marketing, advertising campaigns, maintaining inventory of promotional materials, coordinating special events, maintaining marketing calendar and databases, preparing reports as well as important administrative duties.

The ideal candidate is an enthusiastic self-starter, highly organized, creative but with a keen eye for detail, skilled in time management, takes ownership of their priorities, and has a friendly can-do attitude. They have solid tactical execution skills and a proven track record of operational excellence. Is this a fast-paced environment? Yes. Is this a role for a person who enjoys working with people? Absolutely. Will you be a part of a team that is supportive, fun, and flexible? 100%.

Responsibilities:

·Serve as the Field Management DoM’s right hand in implementation of the individual affiliation advisors’ marketing plans and strategies as set by the DoM.

·Own the tactical execution needs of each brand within Field Management—including things such as creative development, database management, budgeting, branding, promotion, etc.—and ensure BAU deliverables are implemented effectively, efficiently and on time; Leverage LPL’s current tools and resources; Manage respective execution calendars.

·Create value-added content including print materials for advisors and brand; Shepherd the creative process working with vendor partners such as website designers, printers, photographers, videographers, copywriters, etc. with a focus on quality execution.

·Oversee the end-to-end management of advisor websites; Schedule and organize the creation, approval, activation and decommissioning of website content, etc.; Consistently monitor functionality and performance of advisor websites and enhance as needed.

·Coordinate and execute marketing campaigns for the affiliation model as defined by the Field Management DoM; Monitor and report on the performance.

·Ensure compliance with relevant regulations, company policies, etc.; Own governance of all assets within the team’s scope, such as advisor materials, websites, social posts, etc.; Work closely with Compliance Department to ensure efforts fall within the regulatory guidelines; Stay informed of changes, ensure proper processes are followed and adjust as needed.

·Responsible for event execution set within the Field Management DoM’s plan; Assist in the organization, coordination, and successful end-to-end execution of events—including end-investor (retail) client events; Solicit feedback then incorporate in the future events to demonstrate our commitment to delivering excellence.

·Build relationships with key stakeholders, advisor clients, vendor partners and collaborate with internal teams to ensure alignment of efforts; Collaborate with cross functional teams such as Compliance, Operations, Technology, Transitions and Business Development; Support affiliation advisors via phone and email.

·Support broader needs of the team including administrative, special projects, database and client list maintenance, reporting, etc. as assigned by the Field Management DoM.

·Act as owner when executing against the team’s mandates with an eye to operational excellence, while maintaining a nimble approach and ability to pivot when appropriate.
 

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and can multi-task and can execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor’s degree in marketing, advertising, communications or business or commensurate work experience preferred.
• Strong computer skills and excellent working knowledge of common software packages, social media platforms, mail platforms, task management software and database management systems.
• Must possess soft skills including, but not limited to emotional intelligence, collaboration, initiative, work ethic, culture fit and accountability.
• Ability to work flexible hours or to travel, as needed (minimal expected).

Core Competencies:

• Highly collaborative self-starter with excellent organizational and project management abilities.
• Keen eye for detail and the ability to manage multiple priorities simultaneously.
• Exceptional communication and interpersonal skills, with the ability to build and maintain relationships with stakeholders.
• Mindset to perpetuate and demonstrate the importance of brand management.

Preferences:

• Strong familiarity and/or proficiency with CRM platforms, the MS Office suite, HubSpot, Smartsheet, Box, SalesForce, etc.
• Financial services experience a plus; Not required.
• Ideal candidate will have 3+ years of previous marketing or media agency experience; Must be savvy in the realms of traditional and digital marketing.

Pay Range:

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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.