Job Details

Sr. Marketing Consultant – LPL Financial

Join LPL Financial as a Sr. Marketing Consultant and lead marketing strategy for high‑profile financial advisor brands. Work in an agency‑style setting, managing digital and traditional marketing tactics to drive business growth for advisors and LPL.

Job Overview

LPL's Liquidity & Succession team seeks an experienced Senior Marketing Consultant who is client‑facing, flexible, and strategic. The role combines marketing strategy, account management, and execution across website, blogging, email, social media, print, mail, and events to create and execute marketing plans for advisor practices.

Responsibilities

• Serve as the marketing relationship manager and advisor firm marketing strategist, acting as client‑facing project manager for advisor calls and communications.
• Curate and implement digital marketing editorial calendars for advisor blogs, e‑newsletters, email campaigns, digital ads, and social media platforms to align with advisor goals.
• Create traditional advertisements such as print, billboard, and radio, negotiating rates with publication companies.
• Implement prospect engagement, niche prospecting processes, and workflow for advisor practices to drive business growth for LPL and advisors.
• Establish and measure ROI and KPIs such as email CTR, social media engagement, and website traffic.
• Produce each advisor's marketing plan based on advisor preferences and integrate plan with LPL tools.
• Schedule and host regular weekly or bi‑weekly discussions with advisors.
• Work with internal and external parties to maintain advisor brand (logo, design treatment), website, and blog.
• Collaborate with advisor office staff to ensure cohesive messaging and communications and provide coaching for 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.
• Travel less than 10%.

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.

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.
• 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

Benefits

LPL Total Rewards package includes 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Company Overview

LPL Financial Holdings Inc. is a fast growing wealth management firm supporting over 29,000 advisors and 1,100 financial institutions, managing approximately $1.9 trillion in brokerage and advisory assets on behalf of 7 million Americans.

Join LPL Financial

LPL offers an integrated platform of technology, brokerage, and investment advisor services. Our mission is to take care of advisors so they can take care of clients. For further information, visit www.lpl.com.

Why LPL?

• Innovative Environment: Creativity and growth with supportive leadership.
• Unlimited Career Potential: No limits and amazing potential.
• Unified Mission: One team, one mission—taking care of advisors to take care of clients.
• Impactful Work: Size allows real impact.
• Commitment to Equality: Diversity and inclusion.
• Community Focus: Community care and encouragement.
• Benefits and Total Rewards: Mix of traditional and unique benefits.

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, and will never ask for bank or credit card info. Contact LPL HR Solutions Center at (855) ###-####.

Principals only. EOE.