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 Financial Managed Program Marketing is seeking a Marketing Consultant with knowledge in digital and traditional marketing. In this position, you will act as a marketing consultant and main point of contact for up to 25 financial institution marketing teams and investment programs and 50-75 advisors. You will consult with financial institution marketing teams and advisors to grow business through strategic marketing campaigns.

Responsibilities: 

Program Consulting:

• Institutional Insight

  • Gain an understanding of the financial institution culture and program growth goals to ensure alignment and relevance.

  • Gain an understanding of the current marketing channels used to reach financial institutions’ member or customer base and how marketing the investment services program will fit into their natural marketing cadence.

• Strategic Marketing Alignment

  • Develop a marketing calendar that reflects the program strategy.

  • Ensure content is accessible and turnkey, using a library of pre-approved content.

  • Continuously explore new opportunities to innovate and expand reach.

• Consulting

  • Conduct regular accountability meetings with financial institution marketing partners to maintain focus and momentum.

  • Follow up in a timely manner on marketing plan deliverables, ensuring joint accountability to commitments.

  • Meet regularly with the assigned Regional Investment Director to review program marketing goals and plan execution effectiveness.

  • Complete a quarterly scorecard for each institution, indicating level of engagement and execution on the agreed-upon plan.

Advisor Consulting:

• Onboarding:

  • Complete actions on the Onboarding Checklist.

  • Send welcome email explaining initial consulting process.

• Consulting:

  • Conduct 3-4 annual individual consulting sessions, developing a cadence of digital marketing, a social media marketing calendar and ongoing strategic client nurturing.

  • Complete a quarterly scorecard to discuss advisor engagement with the assigned Regional Investment Director.

  • Maintain stationery where necessary post-onboarding.

  • Conduct group meetings with advisors based on skill and marketing engagement level.

Other marketing duties:

• Newsletter:

  • Craft the quarterly newsletter for the MAM audience.

• Recruiting:

  • Maintain program recruiting brochures/update as needed.

• Webinar management:

  • Manage the timeline for program webinars: follow-up on program webinar dates, speaker commitments, follow-up on results.

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:

• 3+ years of experience in marketing and digital marketing.

Preferences:

• Bachelor’s degree in marketing, communication, a related field, or an additional 2+ years of professional marketing experience.

• Prior experience working with banks and/or credit unions.

• Solid understanding of branding and marketing metrics.

• Solid knowledge of CRM, inbound marketing tools, and web management.

• Basic understanding of events and webinars.

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

• Previous project management experience.

#LPL-PA

 

Pay Range:

$68,200-$113,600/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.

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