Senior Marketing Consultant

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 want strong collaborators who are creative and proactive. We are looking for people who thrive in a fast-paced environment, are team-oriented, have excellent design skills, and can execute in a way that encourages creativity and continuous improvement.

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:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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.

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