Sr. Marketing Consultant

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’s Liquidity & Succession is looking for an experienced Senior Marketing Consultant who is confident in being client-facing and is flexible in an ever-changing environment. We value team players who can also think independently and enjoys autonomy. The ideal candidate has strong experience in digital marketing as well as traditional marketing tactics. In this position, you will be in an agency-style setting where you will be acting as the Senior Marketing Consultant(partner) for several high-profile financial advisor brands. You will combine your knowledge of marketing strategy and account management with digital and traditional marketing best practices to include website, blogging, email, and social media campaigns, as well as print, mail, and events to create and execute the marketing strategy for the advisor practices.

Responsibilities:

• The Senior Marketing Consultant (SMC) 's primary role is to be the marketing relationship manager and the advisor firm's marketing strategist. SMCs are client-facing project managers and task executors. They are responsible for all communications, including hosting bi-weekly advisor calls.
• Curate and implement digital marketing editorial calendars for each advisor’s blog, e-newsletter, email campaigns, digital ads, and social media platforms month over month to align with the advisor's overarching goals.
• Create traditional advertisements such as print, billboard and radio, negotiating rates with publication companies.
• Implement prospect engagement, 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, working with LPL’s current tools to integrate the overarching plan.
• Schedule and host regular weekly or bi-weekly discussions with the advisors.
• Work with internal and external parties to maintain the advisor’s brand (logo, design treatment, etc.), website, and blog.
• 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 comply with SEC, LPL policy, and FINRA rules.
• Collaborate with fellow marketing consultants to provide feedback and program enhancements from the advisors and deliver the best results for your advisor brands.
• Some travel may be possible, but less than 10%

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 i n our work.

Requirements:

• 5-7+ years experience in traditional and digital marketing
• Understanding of e-commerce, social media advertising, PPC, SEO, SEM & AEO
• Knowledge of CRM, inbound marketing tools, and web management
• Understanding of offset and digital print

Core Competencies:

• Excellent written and verbal communication skills
• Excellent project management and organizational skills

Preferences:

• Bachelor’s degree in marketing, communication, or related field
• Experience in event planning and webinars is a plus
• Working knowledge of web design principles, best practices, and content management platforms
• Ability to develop and execute sales and marketing strategies
• Understanding of digital marketing tools like Google Analytics, Google Ads, & AdvisorStream
• Financial services experience is a plus

Pay Range:

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