Sr. Marketing Consultant

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:

• 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 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

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

This role will join the Business Strategy and Innovation (BSI) team where we unite strategy, experience, and innovation to enhance the overall client experience for advisors,