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LPL Financial

Sr. Marketing Consultant

Posted Yesterday
Be an Early Applicant
In-Office
3 Locations
75K-124K Annually
Senior level
In-Office
3 Locations
75K-124K Annually
Senior level
The Sr. Marketing Consultant will implement digital marketing strategies for financial advisors, curating editorial calendars, maintaining websites, generating leads, and collaborating with stakeholders to enhance advisor branding and communications.
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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 high proficiency in all facets of digital marketing. In this position, you will be the main point of contact for LPL financial advisors that you’ll be supporting. You will combine your knowledge of the web, blogging, email campaigns, and social media publishing with your business acumen to make digital marketing a part of several advisors’ practices. You will execute a digital marketing strategy for LPL advisors using email, social media, SEO, lead generation, digital advertising, websites, and more. This position reports to a Marketing Manager.

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.

  • Schedule and host monthly discussions with the advisors.

  • Maintain the advisor’s brand (logo, design treatment, etc.).

  • Maintain their stationery and brochure.

  • Collaborate with the advisor to ensure cohesive messaging and communications while providing coaching with events and seminars.

  • Collaborate with compliance to ensure content, brand, and messaging are approved.

  • 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

  • 3-5 years hands-on marketing experience required
  • Bachelor’s degree in marketing, communication, or related field.
  • Solid understanding of ecommerce, PPC, SEO & SEM.
  • Solid knowledge of CRM, inbound marketing tools, and web management.
  • Understanding of offset and digital print
  • Basic understanding of events and webinars
  • Working knowledge of web design principles, best practices, and content
    management platforms.
  • Ability to development and execute sales and marketing strategies.
  • Excellent written and verbal communication skills.
  • Excellent project management and organizational skills.
  • Good understanding of digital marketing tools such as Google Analytics, Google Adwords, & AdvisorStream.
  • Salesforce experience preferred but not required.
  • Financial services experience a plus, not required

Core Competencies

  • Intermediate proficiency in Microsoft Office required (Outlook, Excel, PowerPoint, and Word), and SmartSheet
  • Excellent verbal and written communication skills
  • Strong organizational and project management skills
  • Works well in a fast-paced and ever-changing environment
  • Resourceful with the ability to work autonomously but also contribute and work well on teams, collaborative, enthusiastic and positive attitude
  • Ability to develop and execute sales and marketing strategies
  • Working knowledge of web design principles, best practices, and content management platforms

Preferences

  • Bachelor's degree in Marketing, English, Communication, Journalism or a related field
  • Experience in financial services preferred
  • Experience working with marketing technology platforms a plus

 

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.

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.

EAC1.22.25

Top Skills

Content Management Platforms
CRM
Digital Advertising
Digital Marketing Tools
Email Campaigns
Google Adwords
Google Analytics
Lead Generation
Seo
Smartsheet
Social Media
Web Management

LPL Financial Fort Mill, South Carolina, USA Office

1055 LPL Way, Fort Mill, SC, United States, 29715

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