Sr. Marketing Consultant

Senior Marketing Consultant

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.

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%.

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 :

Preferences :

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, large enterprises, and institutions. BSI plays a critical role in everything from setting and executing on our firm's strategic direction to developing and delivering powerful business services that help our clients succeed. With the goal of enhancing our client's day to day experience in everything we do, we seek to proactively identify and address our clients' most significant challenges. Together, the BSI team works to establish LPL as the model of choice in Wealth Management.

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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

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.