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:
LPL Financial Institution Field Management Marketing is seeking a Marketing Consultant with knowledge in digital and traditional marketing and the ability to support a large group of institution marketing teams. In this position, you will act as a marketing consultant for a group of 125 financial institution marketing teams in our supported dual financial institution model.
Responsibilities:
Work within a scalable marketing program that equips Supported Dual financial institution investment programs and advisors to grow through a mix of self‑service content, group education, and targeted 1:1 consulting for ad hoc campaign requests.
PRIMARY OBJECTIVES
Scalable Marketing Support | Provide responsive marketing support tailored to advisor/program needs for sustainable workload management and service quality.
Advisor/Program Growth Enablement | Empower advisors/programs with on-demand resources like webinars and modular content to foster independent marketing execution.
Onboarding assistance | Provide marketing assistance to newly onboarded advisors.
Pathway to Managed Affiliation Model (MAM) Readiness | Create a low-touch, prioritized support path for high-potential programs.
Regional Investment Director partnership | Work with assigned Regional Investment Directors who act as relationship managers with assigned institutions, identifying areas of need and prioritizing support activities.
SUPPORT TIERS
Foundational tier: The marketing consultant will create and maintain self-service resources (guides, recorded webinars, FAQs).
Engagement tier: The marketing consultant will host monthly group education calls and office hours for programs.
Strategic tier: The marketing consultant will provide targeted 1:1 support for individual programs or complex initiatives.
TEAM PROJECTS
The IFM Marketing team is an evolving team of marketing consultants who are actively engaged in multiple team projects designed to enhance and grow the marketing offering and model. This dynamic team is constantly seeking ways to improve the marketing offering for financial institutions and deliver a marketing model focused on a competitive advantage.
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 5+ years of professional marketing experience.
2+ years’ graphic design experience
Preferences:
Solid understanding of branding and marketing metrics.
Solid knowledge of CRM, inbound marketing tools, and web management.
Financial institution marketing experience.
Basic understanding of events and webinars.
#LPL-PA
Pay Range:
$62,006.00 - $103,309.00Actual 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 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.
EAC 5.19.26
Skills Required
- Bachelor's degree in marketing, communication, a related field, or 5+ years of professional marketing experience
- 2+ years' graphic design experience
LPL Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.
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Retirement Support — Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
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Equity Value & Accessibility — An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
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Parental & Family Support — Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.
LPL Financial Insights
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
