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 Strategic Wealth Services department 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 enjoy autonomy. The ideal candidate possesses substantial experience in both digital and traditional marketing tactics. In this position, you will be in an agency-style setting, where you will act 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 create and execute comprehensive marketing strategies for the advisor practices, encompassing website, blogging, email, social media campaigns, as well as print, mail, advertising, and event initiatives.

Responsibilities:

• The Senior Marketing Consultant's (SMC) primary role is to serve as 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 meetings.

• 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 workflows for implementations to each advisor and their practice, driving 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.

• Create and execute each advisor’s marketing plan based on their preferences, utilizing LPL’s existing 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 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 based on the advisors' needs, delivering the best results for your advisor brands.

• Some travel may be possible, but less than 10%

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are seeking individuals who thrive in a fast-paced environment, are client-focused and team-oriented, and can execute tasks in a way that encourages creativity and continuous improvement.

Requirements:

• 5+ years of experience in traditional and digital marketing

• Solid understanding of e-commerce and social media advertising

• Strong understanding of digital marketing tools, including Google Analytics, Google Ads, & email marketing

• Experience with organic and inorganic marketing growth principles, including PPC, SEO & SEM

Core Competencies:

• Working knowledge of website management, best practices, and content management platforms

• Understanding of offset and digital print

• Excellent written and verbal communication skills

• Strategic mindset, ability to create holistic marketing strategies

• Strong organizational, project, and time management skill

Preferences:

• Experience in event planning and webinars is a plus

• Bachelor’s degree in marketing, communication, or a related field

• Financial services experience is a plus, but not required.

• Experience in relationship management is a significant advantage