Demo

Senior Marketing Consultant

LPL Financial
LPL Financial Salary
San Diego, CA Remote Full Time
POSTED ON 3/4/2025
AVAILABLE BEFORE 5/20/2025

Job Overview :

The LPL Financial Marketing Solutions department is seeking a Senior Marketing Consultant with a high proficiency in all facets of digital marketing as well as basic understanding of traditional marketing tactics. In this position, you will act as a marketing consultant and main point of contact for 5 LPL advisors and their teams that are part of their practice. You will execute a digital and traditional marketing strategy. This role will support advisors who are part of LPL's Strategic Wealth Services (SWS) offering. You will combine your knowledge of the web, blogging, email campaigns, and social media publishing with print, mail, and events to execute the marketing strategy for the advisors’ practices.

Responsibilities :

Report to Marketing Manager of Marketing Solutions.

Curate and implement digital marketing editorial calendars for each advisors’ blog, e-newsletter, email campaigns, digital ads, and social media platforms month over month to align with the advisor overarching goals.

Generate an evaluation to consistently maintain each advisor’s website and blog to enhance as needed.

Implement lead generation, 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.

Schedule and host regular weekly or bi-weekly discussions with the advisors.

Maintain the advisor’s brand (logo, design treatment, etc.).

Maintain their stationery and brochure.

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 are approved.

Conduct market research and share discoveries with each advisor.

Work as a liaison to digital vendors.

Work with LPL's current tools to integrate into their overarching plan.

Provide feedback and program enhancements from the advisors.

What are we looking for?

We want  strong collaborators who are creative and proactive. We are looking for people who thrive in a fast-paced environment, are team-oriented, have excellent design skills, and can execute in a way that encourages creativity and continuous improvement.

Requirements :

Bachelor’s degree in marketing, communication, a related field, or equivalent marketing experience.

5 years’ experience in marketing and digital marketing.

Preferences :

Experience in the financial services industry

Understanding of offset and digital print.

Basic understanding of events and webinars.

Solid understanding of ecommerce, PPC, SEO & SEM.

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

Pay Range :

74,625-$124,375 / yearActual 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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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.

Salary : $74,625 - $124,375

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