Sr. Marketing Consultant

Posted 9 Days Ago
Be an Early Applicant
3 Locations
In-Office
77K-128K Annually
Senior level
Fintech
The Role
The Senior Marketing Consultant will lead digital and traditional marketing strategies for LPL advisors, audit current practices, and enhance marketing efforts to drive business growth.
Summary Generated by Built In

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.

Are you passionate, creative, and analytical about optimizing campaign results to drive results?

Would you like to help people improve their financial acumen and build wealth for their future while growing financial advisors' businesses? Excited to learn more? If so, then this could be the role for you!  

Job Overview:

The LPL Financial Marketing Solutions department is seeking a Senior Marketing Consultant with a high proficiency in all facets of digital and traditional marketing. In this position, you will act as a senior marketing consultant and main point of contact for 6 LPL advisors and their teams that are part of their practice. You will prepare a brand audit of their current marketing and identify opportunities and preferences to work toward the advisor's goals. You will execute a digital and traditional marketing strategy. You will combine your knowledge of the web, blogging, email campaigns, and social media as well as publishing with print, mail, and events to execute the marketing strategy for the advisors’ practices.  

Responsibilities:
  • Report to the 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.

  • 5-7+ years’ experience in both traditional marketing and digital marketing.

Core Competencies:
  • Solid understanding of branding, 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.

Preferences:
  • Experience with traditional advertising such as billboards, radio and print.


 

Pay Range:

$76,864-$128,106/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(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 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.

EAC12.9.25

Top Skills

Branding
CRM
Digital Marketing
Inbound Marketing Tools
Ppc
Sem
Seo
Web Management
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The Company
HQ: San Diego, CA
8,926 Employees
Year Founded: 1989

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.

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