What are the responsibilities and job description for the Sr. Marketing Consultant position at LPL Financial?
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:
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:
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:
Pay Range:
$82,100-$136,900/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?
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
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%
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:
- 5 years experience in traditional and digital marketing
- Solid understanding of e-commerce, social media advertising, PPC, SEO & SEM
- Solid knowledge of CRM, inbound marketing tools, and web management
- Understanding of offset and digital print
- Excellent written and verbal communication skills
- Excellent project management and organizational skills
- 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
- Good understanding of digital marketing tools like Google Analytics, Google AdWords, & AdvisorStream
- Financial services experience is a plus
Pay Range:
$82,100-$136,900/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!
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
Salary : $82,100 - $136,900
