Sr. Marketing Consultant, B2B Marketing Strategist

Job Overview :

The LPL Financial Institution Marketing Team is seeking a Senior Marketing Consultant with a high proficiency in all facets of digital and traditional marketing. In this position, you will act as a senior marketing consultant supporting our institution business and will manage marketing touchpoints with our most important clients. Working closely with the Vice President B2B Marketing Strategy, you will help drive growth in a coordinated, integrated, and efficient manner within this fast-growing area within LPL. This role will work in close alignment with marketing shared resource teams, business strategy, success managers, and have direct interaction with leadership at these top institution clients. This role will drive flawless, rapid execution, and work well across multiple projects to get things done.

Responsibilities :

Report to the Vice President B2B Marketing Strategist and supports our top priority Institution relationships working in close partnership with key partners across the org

Customization of marketing material and content : lead efforts to customize all LPL marketing touchpoints targeting our large institutions and ensuring that they align with specific branding, compliance, product offering requirements as well as feedback from home office leadership at these large institutions. This includes all product marketing campaigns, corporate communications efforts, LPL Research touchpoints and crisis communications.

E-newsletters : Owns creation and management of customized weekly enewsletters with unique content

Governance : Deliver a positive client experience through supporting governance efforts around our customized secured website experience (resource center) for our largest clients and serving as a SME

Communications Review : Ensure all customized LPL marketing and communications materials are pre-reviewed by marketing leadership at our largest clients prior to launch

Collaboration : Partner closely with product marketing, corp communications, and other internal teams to maintain visibility, alignment, and integration on efforts that impact our large institutions.

Serve as SME : Partner with Business Strategy and Success Management teams to become deep experts on the Institution client segments and profiles; inform and influence internal marketing teams as needed to deliver customized experiences for our largest institutions

Ongoing visibility : Ensure all key players have ongoing visibility into the marketing calendar and upcoming campaigns / initiatives

Support integrated Institution Campaigns : Provide occasional support on our integrated, multi-channel content-driven campaigns for all institution clients

What are we looking for?

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

Requirements :

5 years of experience in marketing and digital marketing

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

Core Competencies :

Strong problem-solving skills

Strong project management, planning and organizational skills

Excellent written and verbal communication skills

Ability to collaborate across teams and manage multiple stakeholder relationships.

Ability to toggle between detail-oriented approach and interacting with senior executives

Preferences :

Solid understanding of project management tools (ideally SmartSheet)

Solid knowledge of marketing tactics

Financial Services experience

LI-PA

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